Goodwin Recruiting · 6 hours ago

Senior Wealth Management Advisor

New York, NY

Full-time

Remote

Senior Level, Lead/Staff

$175K/yr - $250K/yr

5+ years exp

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Responsibilities

Run Your Own RIA with Turn-Key Support!

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.

Compliance Support: We’ve got your back on regulatory matters.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Wealth ManagementInvestment ManagementFinancial PlanningSeries 7 LicenseSeries 66 LicenseSeries 63 LicenseSeries 65 LicenseCFP CertificationRevenue GenerationSalesforceMoneyOrionFidelitySchwab

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

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