Join Our Team as a Wealth Management Associate at a Growing RIA!

Are you a dedicated financial professional with a passion for client service? We are an established and expanding Registered Investment Advisor (RIA), seeking a Wealth Management Associate to support our advisory teams in all aspects of wealth management. This is your chance to make an immediate impact and contribute to our success.

Benefits and Compensation:

• Competitive Salary: Attractive compensation package that rewards your expertise.
• Excellent Benefits: Comprehensive health, dental, and vision insurance plans.
• Supportive Leadership: Work with a leadership team committed to your success.
• Growth Opportunities: Enjoy excellent opportunities for professional development and advancement.

Qualifications and Responsibilities:

• Team Support: Proven experience in team support and delivering client-focused service.
• Educational Background: Bachelor’s degree and 1+ years of relevant experience. Series 65 or 7/66 required.
• Entrepreneurial Spirit: Possess a drive, grit, and entrepreneurial attitude to help expand our company’s success.
• Communication Skills: Exceptional communication skills and keen attention to detail.

Responsibilities:

• Wealth Management Support: Assist the advisory team in managing the full lifecycle of wealth management.
• Client Onboarding: Oversee onboarding requirements for new clients, ensuring a smooth transition.
• Client Requests: Handle all client requests promptly and efficiently.
• Special Projects: Collaborate with the COO and leadership on various special projects.

If you are ready to take your career to the next level and contribute to a dynamic and growing firm, apply now to become a part of our team! Your expertise and dedication will drive our client's continued success and growth.

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: 139020 #post

Desireé Watkins