Fintech Wealth Manager
1 week ago
Are you a seasoned financial services professional with a passion for innovation and fintech? Do you have a strong track record of managing high net worth client portfolios and driving business growth?
Goodwin Recruiting is seeking a talented Fintech Wealth Manager to join our team. As a key member of our team, you will be responsible for building and maintaining strong client relationships, analyzing client data to create personalized financial plans, and providing expert advice on investments, tax strategies, retirement, and estate planning.
Key Responsibilities:
- Develop and implement tailored long-term investment strategies and asset allocations for high net worth clients.
- Build and maintain strong relationships with clients, driving business growth and identifying new opportunities.
- Analyze client data to create personalized financial plans, taking into account their unique goals and objectives.
- Provide expert advice on investments, tax strategies, retirement, and estate planning, ensuring that clients are well-informed and empowered to make informed decisions.
Requirements:
- 10+ years of experience in wealth management, with a strong track record of managing high net worth client portfolios.
- Active Series 65, Series 7 + 66 certifications.
- AUM of at least $25MM with a transferable book of business.
- A passion for fintech and innovation, with a desire to stay ahead of the curve in terms of industry trends and best practices.
What We Offer:
- Fully remote work arrangement, with the option to work from our NYC office.
- Competitive compensation based on AUM, including revenue participation and equity.
- Comprehensive benefits package, including health insurance, retirement plan, and paid time off.
If you are a motivated and experienced Fintech Wealth Manager looking for a new challenge, we encourage you to apply. Please submit your resume and a cover letter outlining your experience and qualifications for this role.
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