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Senior Wealth Management Advisor

2 months ago

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

*Run Your Own RIA with Turn-Key Support*

Our client is an award-winning, non-custodial RIA support platform recognized as one of the top RIAs in the country and celebrated as one of the best places to work in the financial services industry. With a proven track record of empowering advisors, our platform offers a fast-paced and innovative environment designed to support your success. Our Net Promoter Score (NPS) of 85 for advisors, far above the industry average of 44, is a testament to the value we provide in helping advisors grow and thrive with best-in-class tools and services.


Location:

Hiring anywhere in the U.S. Work from anywhere


Who We’re Looking For:

  • Advisors with a book of business between $50M-$300M AUM who want to open their own brokerage or existing RIAs who need operational support and want to grow their business.
  • 5-10+ years of experience in a financial servicing role.  
  • CFP preferred, Series 7, 66, or 63, and 65 licenses required.


What You’ll Get:

*Turn-key Operations: From compliance and tech to internal marketing and business development coaching, we offer everything you need to run your own business successfully.

*Business Development Support: Personalized coaching and strategic guidance to grow and scale your business effectively.

*Dedicated Marketing Support: This includes a marketing stipend to help you with anything from seminars to digital advertising to get started.

*Tech Stack & Platforms: Includes Salesforce, Money, Orion, Fidelity, and Schwab.  

*Compliance Support: We’ve got your back on regulatory matters.


Unlimited income

  • 100% payout
  • Sign-on Bonus

Qualifications:

  • Expertise in wealth management, investment management, and financial planning.
  • Demonstrated ability to generate revenue
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: 147207#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
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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
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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.