Our client, a leader that's pivotal in shaping the future of wealth management through Fintech, is seeking a Wealth Manager 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

Wealth Manager Requirements:

• 8+ years of investment advisory experience.
• Existing and transferable client book of business
• Fully Licensed (Series 65, Series 7 + 66)
• Passion for Fintech industry.

Wealth Manager Benefits:

• Generous medical, dental, and vision plans.
• Unlimited PTO time.
• Strong 401k retirement plan.
• Excellent comp package including Revenue Participation and Equity.

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: 142588 #post

Greg McLogan