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Executive Financial Advisor

2 months ago

Boston, Massachusetts, United States Goodwin Recruiting Full time
Job Overview

Goodwin Recruiting, a leading full-service recruiting agency, is seeking a seasoned Principal Wealth Manager to join their growing team. As a key player in shaping the future of wealth management through innovative Fintech solutions, this dynamic role requires a transferable book of business and a passion for delivering exceptional client experiences.

Key Responsibilities:

  • Develop and nurture high net worth client relationships, supporting business development efforts and driving revenue growth.
  • Collect and analyze client data to define their financial planning and investment goals, providing comprehensive financial advice and tailored investment strategies.
  • Collaborate with cross-functional teams, including Product Development and M&A, to influence the direction of the advisor technology platform and drive business outcomes.
  • Identify and address potential client issues, clarify goals, and prepare financial plans to deliver exceptional client outcomes.
  • Design and implement long-term investment strategies and asset allocations, leveraging expertise in investment products and services.
  • Partner with third-party service providers to optimize client outcomes and enhance the overall client experience.

Requirements:

  • 10+ years of investment advisory experience, with a proven track record of success in wealth management.
  • Existing client book of business, with a strong network of high net worth individuals and families.
  • Certified as an Investment Adviser Representative (Series 65, Series 7, etc.)
  • Passion for the Fintech industry and a commitment to staying up-to-date on industry trends and developments.

Benefits:

  • Comprehensive medical, dental, and vision plans, with a focus on employee well-being.
  • Unlimited PTO and paid company holidays, promoting work-life balance and flexibility.
  • Solo 401(k) retirement plan, with a company match to support long-term financial goals.
  • Competitive compensation package, including revenue participation and equity opportunities.