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Goodwin Recruiting · 1 week ago

Senior Wealth Management Advisor - RIA JN -112024-147207

United States

Full-time

Remote

Senior Level

$175K/yr - $250K/yr

5+ years exp

Goodwin Recruiting is an award-winning, non-custodial RIA support platform recognized as one of the top RIAs in the country. They are seeking a Senior Wealth Management Advisor to run their own RIA with turn-key support, providing business development and marketing assistance to empower advisors in a fast-paced environment.

ConsultingRecruitingStaffing Agency

Growth Opportunities

Responsibilities

Run Your Own RIA with Turn-Key Support!

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

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

Qualification

Wealth managementInvestment managementFinancial planningCFP certificationSeries 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 licenseRevenue generationBusiness development

Required

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

Series 7, 66, or 63, and 65 licenses required

Expertise in wealth management, investment management, and financial planning

Demonstrated ability to generate revenue

Preferred

CFP preferred

Benefits

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