Senior Wealth Advisor with a Fast Growing Fintech RIA

6 days ago

Boston, United States Goodwin Recruiting Full time
Job DescriptionJob DescriptionTo Apply for this Job Click Here

Our client, a leader who's pivotal in shaping the future of wealth management through Fintech, is seeking a Senior Wealth Advisor with a transferable book of business for their growing team. In this dynamic role, you'll actively manage high-net-worth client relationships and portfolios while also nurturing new client leads. Collaborating with Product Development and M&A teams, you'll influence the direction of the advisor technology platform, recruit top talent, and facilitate staff training.


Senior Wealth Advisor Responsibilities:

  • Develop and manage relationships with high-net-worth clients while cultivating new business opportunities.
  • Provide comprehensive financial planning across investment strategy, tax, retirement, estate planning, stock options, and more.
  • Design and implement tailored long-term investment strategies, adjusting portfolios as needed.
  • Collaborate with third-party service providers to deliver expert guidance in tax, trust, estate, and insurance services.
  • Influence product development by sharing insights on advisor and client needs.
  • Support business growth by recruiting top talent and onboarding new financial advisors to the platform.

Senior Wealth Advisor Requirements:

  • 10+ years of experience in investment advisory with a proven book of business.
  • Certified as an Investment Adviser Representative (Series 65, Series 7 + 66, or equivalent).
  • Excitement about the fintech industry and the opportunity to shape its future.
  • Proven ability to thrive in a fast-paced, dynamic environment.

Senior Wealth Advisor Benefits:

  • Competitive compensation package, including revenue participation and equity.
  • Comprehensive medical, dental, and vision plans.
  • Unlimited PTO and paid company holidays.
  • Solo 401(k) retirement plan.
  • Stunning NYC office with top-notch amenities.
  • Daily meals and snacks are provided.
  • Access to telehealth services, wellness programs, and discounts on alternative medicine.

If you’re ready to take your career to the next level and play a key role in the future of wealth management, we’d love to hear from you

At Goodwin Recruiting we are committed to our core values. We take our value, Dedicated to Diversity & Inclusion, very seriously and will never discriminate against a candidate or client based on any protected classes. Our clients seek qualified candidates, and that is what we deliver. A person's age, gender, race, sexual orientation, gender identity, national origin, veteran or disability status, or arrest or conviction record has no bearing on whether he, she, or they are able to do the job. We evaluate the knowledge, skills, and abilities that meet the requirements of the position and aim to open doors and change lives. We value all people, understanding that uniqueness and diversity foster a stronger team that is innovative and brings varying perspectives to the table. We put our money where our mouth is and are proud of our efforts to identify a broad slate of candidates, with many hiring success stories to share. JOB ID: 141804#post

Greg McLogan

To Apply for this Job Click HereCompany DescriptionGoodwin Recruiting (Forbes America's Best Recruiting Firms 2020, 2021, 2022, & 2023) is a full-service recruiting agency that was founded in hospitality.

Our company was built on service, and as we have grown and expanded into a broad range of industries and specialties, that hospitality mentality has remained rooted at the core of everything we do.

We are committed to providing highly personalized services, tailored to each candidate and client we work with. Across all business types, from executives to operators to administrative staff, each Goodwin Recruiting partner has an extensive background in their field of expertise. We speak your language, we know the ins and outs of recruiting, and we put our core values first, establishing game-changing partnerships with employers and job seekers alike.Company DescriptionGoodwin Recruiting (Forbes America's Best Recruiting Firms 2020, 2021, 2022, & 2023) is a full-service recruiting agency that was founded in hospitality. \r
\r
Our company was built on service, and as we have grown and expanded into a broad range of industries and specialties, that hospitality mentality has remained rooted at the core of everything we do. \r
\r
We are committed to providing highly personalized services, tailored to each candidate and client we work with. Across all business types, from executives to operators to administrative staff, each Goodwin Recruiting partner has an extensive background in their field of expertise. We speak your language, we know the ins and outs of recruiting, and we put our core values first, establishing game-changing partnerships with employers and job seekers alike.

  • Lead Fintech Wealth Manager

    3 days ago

    Boston, Massachusetts, United States Goodwin Recruiting Full time

    Unlock Your Potential as a Senior Wealth AdvisorJoin our esteemed client, a pioneer in the fintech industry, as they seek an accomplished Senior Wealth Advisor to spearhead their growing team. As a key player in shaping the future of wealth management, you'll have the opportunity to leverage your expertise in managing high-net-worth client relationships and...

  • Senior Client Associate, Private Wealth

    2 months ago

    boston, United States Fanning Personnel Full time

    Senior Client Associate, Private Wealth opening located at an RIA in BostonI’m a Senior Recruiter at Fanning- Masis. Since 1968, we have been assisting our client companies, investment/ asset/ wealth management firms across the country, with their candidate recruitment process. This scenario has enabled us to serve as a valuable resource to an individual...

  • Senior Client Associate, Private Wealth

    6 months ago

    Boston, United States Fanning Personnel Full time

    Senior Client Associate, Private Wealth opening located at an RIA in BostonI’m a Senior Recruiter at Fanning- Masis. Since 1968, we have been assisting our client companies, investment/ asset/ wealth management firms across the country, with their candidate recruitment process. This scenario has enabled us to serve as a valuable resource to an individual...

  • Senior Client Associate, Private Wealth

    3 months ago

    Boston, United States Fanning Personnel Full time

    Senior Client Associate, Private Wealth opening located at an RIA in BostonI’m a Senior Recruiter at Fanning- Masis. Since 1968, we have been assisting our client companies, investment/ asset/ wealth management firms across the country, with their candidate recruitment process. This scenario has enabled us to serve as a valuable resource to an individual...

  • Wealth Manager

    3 weeks ago

    Boston, MA, United States The Judson Group Full time

    Reference Number: MHH7664Location: Boston, Massachusetts Judson Group has partnered with a $19B+ AUM RIA with a national presence in the search for aWealth Manager . This individual will be helping grow the firm and will have a long-term leadership/opportunity. The ideal candidate will have experience handling complex client transactions, implementing...

  • SVP, Strategic Relationship Manager

    4 weeks ago

    Boston, United States The TCW Group Full time

    SVP, Strategic Relationship Manager (RIA Enterprise) Job Location(s): US-CA-Los Angeles | US-MA-Boston | US-NY-New York Job ID: 2024-2079 Category: Sales/Business Development & Marketing Department: US Strategic Accounts Type: Regular Full-Time Position Summary The Strategic Relationship Manager role focuses on leading client experience by driving,...

  • Senior Client Service Associate, Private Wealth

    3 months ago

    Boston, United States Fanning Personnel Full time

    Senior Client Service Associate, Private Wealth opening located at an RIA in Boston Im a Senior Recruiter at Fanning- Masis. Since 1968, we have been assisting our client companies, investment/ asset/ wealth management firms across the country, with their candidate recruitment process. This scenario has enabled us to serve as a valuable resource to an...

  • Senior Client Service Associate, Private Wealth

    2 months ago

    boston, United States Fanning Personnel Full time

    Senior Client Service Associate, Private Wealth opening located at an RIA in BostonI’m a Senior Recruiter at Fanning- Masis. Since 1968, we have been assisting our client companies, investment/ asset/ wealth management firms across the country, with their candidate recruitment process. This scenario has enabled us to serve as a valuable resource to an...

  • Senior Client Service Associate, Private Wealth

    3 months ago

    Boston, United States Fanning Personnel Full time

    Senior Client Service Associate, Private Wealth opening located at an RIA in BostonI’m a Senior Recruiter at Fanning- Masis. Since 1968, we have been assisting our client companies, investment/ asset/ wealth management firms across the country, with their candidate recruitment process. This scenario has enabled us to serve as a valuable resource to an...

  • Senior Client Service Associate, Private Wealth

    3 months ago

    Boston, United States Fanning Personnel Full time

    Senior Client Service Associate, Private Wealth opening located at an RIA in BostonI’m a Senior Recruiter at Fanning- Masis. Since 1968, we have been assisting our client companies, investment/ asset/ wealth management firms across the country, with their candidate recruitment process. This scenario has enabled us to serve as a valuable resource to an...

  • SVP, Strategic Relationship Manager

    4 weeks ago

    South Boston, United States The TCW Group Full time

    SVP, Strategic Relationship Manager (RIA Enterprise) Job Location(s): US-CA-Los Angeles | US-MA-Boston | US-NY-New York Job ID: 2024-2079 Category: Sales/Business Development & Marketing Department: US Strategic Accounts Type: Regular Full-Time Position Summary The Strategic Relationship Manager role focuses on leading client experience by driving,...

  • Private Wealth Advisor

    2 months ago

    BOSTON, United States Citizens Full time

    DescriptionCitizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth markets. We are looking for talented individuals with a demonstrated track record of delivering a gold glove experience to clients that results in long-term client loyalty. Citizens Private Wealth...

  • Private Wealth Advisor

    1 week ago

    Boston, United States Citizens Full time

    DescriptionCitizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth markets. We are looking for talented individuals with a demonstrated track record of delivering a gold glove experience to clients that results in long-term client loyalty. Citizens Private Wealth...

  • Private Wealth Advisor

    2 months ago

    Boston, United States Citizens Full time

    DescriptionCitizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth markets. We are looking for talented individuals with a demonstrated track record of delivering a gold glove experience to clients that results in long-term client loyalty. Citizens Private Wealth...

  • Financial Wealth Advisor

    13 hours ago

    Boston, United States Fanning Personnel Full time

    Financial Wealth AdvisorA Full-Service wealth management firm is seeking a highly motivated Financial Advisor to join their growing firm. The Financial Advisor will support the construction and ongoing management of client portfolios and financial plans as well a be tasked with business development.The Associate/Financial Advisor must have 10-20MM portable...

  • Financial Wealth Advisor

    4 hours ago

    Boston, United States Fanning Personnel Full time

    Financial Wealth AdvisorA Full-Service wealth management firm is seeking a highly motivated Financial Advisor to join their growing firm. The Financial Advisor will support the construction and ongoing management of client portfolios and financial plans as well a be tasked with business development.The Associate/Financial Advisor must have 10-20MM portable...

  • Director of Wealth Channel Development

    2 days ago

    Boston, Massachusetts, United States Deerpath Capital Management Full time

    Job SummaryWe are seeking an experienced leader to join our team as Director of Wealth Channel Development.The ideal candidate will have a strong track record of client management and/or capital raising in the private markets, as well as the ability to effectively communicate an investment strategy to prospective investors.The successful candidate will...

  • SVP, Strategic Relationship Manager

    3 weeks ago

    Boston, MA, United States The TCW Group, Inc. Full time

    SVP, Strategic Relationship Manager (RIA Enterprise) Job Location(s): US-CA-Los Angeles | US-MA-Boston | US-NY-New York Job ID: 2024-2079 Category: Sales/Business Development & Marketing Department: US Strategic Accounts Type: Regular Full-Time Position Summary The Strategic Relationship Manager role focuses on leading client experience by driving,...

  • Sr. Manager, Wealth Advisor- Schwab Wealth Advisory

    2 months ago

    Boston, United States Charles Schwab Full time

    Position Type: RegularYour opportunityAt Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. As a Senior Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and...

  • Sr. Manager, Wealth Advisor- Schwab Wealth Advisory

    4 months ago

    Boston, United States Charles Schwab Full time

    Position Type: RegularYour opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. As a Senior Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier,...