Senior Wealth Advisor Job at Goodwin Recruiting, Greenwich, CT

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  • Goodwin Recruiting
  • Greenwich, CT

Job Description

Job Description

Job Description

Senior Wealth Advisor Responsibilities:

  • Develop and manage relationships with high-net-worth clients while cultivating new business opportunities.
  • Provide comprehensive financial planning across investment strategy, tax, retirement, estate planning, stock options, and more.
  • Design and implement tailored long-term investment strategies, adjusting portfolios as needed.
  • Collaborate with third-party service providers to deliver expert guidance in tax, trust, estate, and insurance services.
  • Influence product development by sharing insights on advisor and client needs.
  • Support business growth by recruiting top talent and onboarding new financial advisors to the platform.

Senior Wealth Advisor Requirements:

  • 10+ years of experience in investment advisory with a proven book of business.
  • Certified as an Investment Adviser Representative (Series 65, Series 7 + 66, or equivalent).
  • Excitement about the fintech industry and the opportunity to shape its future.
  • Proven ability to thrive in a fast-paced, dynamic environment.

Senior Wealth Advisor Benefits:

  • Competitive compensation package, including revenue participation and equity.
  • Comprehensive medical, dental, and vision plans.
  • Unlimited PTO and paid company holidays.
  • Solo 401(k) retirement plan.
  • Stunning NYC office with top-notch amenities.
  • Daily meals and snacks are provided.
  • Access to telehealth services, wellness programs, and discounts on alternative medicine.

If you’re ready to take your career to the next level and play a key role in the future of wealth management, we’d love to hear from you!

Job Tags

Work at office,

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