Shape the Future of Wealth Management with a Fintech Innovator

Our client, a pioneering leader at the intersection of wealth management and cutting-edge Fintech, is seeking a Senior Wealth Advisor to join their growing team. In this high-impact role, you will leverage your transferable book of business to manage high-net-worth client portfolios, develop new opportunities, and play a key part in driving the future of the firm’s advisor technology platform. This is your chance to work at the forefront of innovation, collaborate with Product Development and M&A teams, recruit top talent, and lead staff training initiatives.

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Key Responsibilities

• Build, nurture, and expand high-net-worth client relationships while identifying new business opportunities.
• Provide comprehensive financial strategies that include investment management, tax planning, retirement, and estate planning.
• Analyze client financial data (quantitative and qualitative) to align financial plans with client goals and aspirations.
• Resolve complex client issues and deliver personalized solutions through holistic financial planning.
• Develop and execute customized investment strategies with a long-term focus on wealth growth and preservation.
• Collaborate with third-party service providers to ensure best-in-class client outcomes.
• Partner with Product Development teams to provide insights that drive platform innovation and enhancements.

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What We’re Looking For

• A transferable book of business ready to integrate with our growing platform.
• 10+ years of experience in investment advisory services.
• Certified as an Investment Advisor Representative (Series 65 or Series 7 + 66).
• A deep passion for Fintech and its potential to reshape wealth management.
• Proven ability to recruit, mentor, and train top talent in wealth management.

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What We Offer

• Comprehensive medical, dental, and vision coverage to keep you and your family healthy.
• Unlimited PTO and paid company holidays to support work-life balance.
• A Solo 401(k) with generous company contributions to help you secure your financial future.
• Competitive compensation package with revenue participation and equity opportunities.

If you’re ready to lead with innovation, empower clients with transformative financial solutions, and shape the future of wealth management, apply today and join us in this exciting journey!

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: 145924 #post

Shawna Jones