Financial Advisors/Private Bankers--Multi-Family Office Opportunity JN -012026-170614 jobs in United States
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Goodwin Recruiting · 2 days ago

Financial Advisors/Private Bankers--Multi-Family Office Opportunity JN -012026-170614

positionAurora, CO
timeFull-time
remoteOnsite
senioritySenior Level
money$150K/yr - $500K/yr

Goodwin Recruiting is a growing multi-family office seeking seasoned Financial Advisors or Private Bankers to serve high net worth and ultra-high net worth families. The role offers the opportunity to earn equity ownership and to launch your own RIA while focusing on client growth and support.

ConsultingRecruitingStaffing Agency
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Growth Opportunities

Responsibilities

Proven ability to originate and deepen relationships with HNW and UHNW clients

Qualification

HNW/UHNW client relationshipsSeries 63 licenseSeries 6566 licenseCFP certificationRelationship building

Required

Proven ability to originate and deepen relationships with HNW and UHNW clients
Standard licensing: Series 63 and 65 or 66 (or equivalents)
CFP not required

Benefits

Meaningful equity ownership in the firm
Covering all operating costs—technology, compliance, reporting, and support

Company

Goodwin Recruiting

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Goodwin Recruiting is one of the top executive and management recruitment agencies nationwide.
dateFounded in 1999
location
Concord, New Hampshire, USA
people-size201-500 employees
web-link
https://www.goodwinrecruiting.com/

Funding

Current Stage
Growth Stage

Leadership Team

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Eric Goodwin
President
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Scott Gaba
Vice Chairman / Co-Owner
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Recent News

Goodwin Recruiting
Goodwin Recruiting is Named to Inc. Magazine’s Power Partners List
2025-11-05
Goodwin Recruiting
Goodwin Recruiting Partners with Jacobs P.C. to Accelerate Growth of One of NYC’s Fastest-Rising Litigation Firms
2025-07-15
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Goodwin Recruiting Appoints Andy Decker as CEO
2025-01-07
Company data provided by crunchbase