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Senior Wealth Advisor with a Fast Growing Fintech RIA Job Opening In Brooklyn – Now Hiring Goodwin Recruiting


Job description

Job Summary

Our client, a leader who's pivotal in shaping the future of wealth management through Fintech, is seeking a Senior Wealth Advisorwith a transferable book of business for their growing team.

In this dynamic role, you'll actively manage high-net-worth client relationships and portfolios while also nurturing new client leads.

Collaborating with Product Development and M&A teams, you'll influence the direction of the advisor technology platform, recruit top talent, and facilitate staff training.

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!

    #post


    Cassie Foster

    Required Skill Profession

    Financial Specialists


    • Job Details

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    Unlock Your Senior Wealth Potential: Insight & Career Growth Guide


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