Goodwin Recruiting
Wealth Manager
Denville, NJFinance$100,000 - $500,000
Job Summary
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.
Greg McLogan