Our client, an innovative leader at the forefront of Fintech and wealth management, is on the hunt for a Principal Wealth Manager with a portable book of business to join their expanding team. In this engaging role, you’ll manage and grow relationships with high-net-worth clients, strategically oversee portfolios, and actively generate new client leads. You’ll also collaborate with Product Development and M&A teams to shape an advanced advisor technology platform, recruit top talent, and contribute to training initiatives for team members.

Key Responsibilities:

• Cultivate and deepen relationships with clients, playing a crucial role in Business Development activities.
• Collect and analyze both quantitative and qualitative client data to establish and drive financial planning and investment strategies.
• Deliver holistic financial guidance, covering investment management, tax strategies, retirement and estate planning, and more.
• Proactively identify and resolve client concerns, prepare detailed financial plans, and ensure clients' goals are met.
• Develop and manage long-term investment strategies and asset allocations.
• Collaborate with external specialists to optimize client outcomes and enhance service delivery.
• Provide strategic feedback to Product Development for ongoing platform innovation.

Qualifications:

• Over 10 years of experience in investment advisory roles.
• A robust, transferable client book of business.
• Investment Adviser Representative certification (Series 65, Series 7 + 66, or equivalent).
• A passion for the evolving landscape of the Fintech industry.

What We Offer:

• Comprehensive health coverage, including medical, dental, and vision plans.
• Unlimited paid time off and company-paid holidays.
• Solo 401(k) retirement plan with strong benefits.
• A highly competitive compensation package, including Revenue Participation and Equity options.

Step into a role where your expertise shapes the future of wealth management and your growth aligns with the company’s visionary goals. We'd love to hear from you if you're ready to leverage your experience and be part of a transformative financial team.

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: 147142 #post

Justine Giampietro