Goodwin Recruiting
Senior Wealth Management Advisor
*Run Your Own RIA with Turn-Key Support!*
Our client is an award-winning, non-custodial RIA support platform recognized as one of the top RIAs in the country and celebrated as one of the best places to work in the financial services industry. With a proven track record of empowering advisors, our platform offers a fast-paced and innovative environment designed to support your success. Our Net Promoter Score (NPS) of 85 for advisors, far above the industry average of 44, is a testament to the value we provide in helping advisors grow and thrive with best-in-class tools and services.
Location:
Hiring anywhere in the U.S. Work from anywhere!
Who We’re Looking For:
- Advisors with a book of business between $50M-$300M AUM who want to open their own brokerage or existing RIAs who need operational support and want to grow their business.
- 5-10+ years of experience in a financial servicing role.
- CFP preferred, Series 7, 66, or 63, and 65 licenses required.
What You’ll Get:
*Turn-key Operations: From compliance and tech to internal marketing and business development coaching, we offer everything you need to run your own business successfully.
*Business Development Support: Personalized coaching and strategic guidance to grow and scale your business effectively.
*Dedicated Marketing Support: This includes a marketing stipend to help you with anything from seminars to digital advertising to get started.
*Tech Stack & Platforms: Includes Salesforce, Money, Orion, Fidelity, and Schwab.
*Compliance Support: We’ve got your back on regulatory matters.
Unlimited income!
- 100% payout
- Sign-on Bonus
Qualifications:
- Expertise in wealth management, investment management, and financial planning.
- Demonstrated ability to generate revenue
Greg McLogan