Sr. Wealth Advisor, Business Development: Great Opportunity!
Washington, DC 20007 US | Fully Remote TELECOMMUTE
An established and growing wealth management firm ($9B AUM) is looking for a SR. WEALTH ADVISOR to make an immediate impact by developing and executing channels for inbound and outbound prospecting in collaboration with firm leadership.
The ideal SR. WEALTH ADVISOR will bring 10+ years of relevant experience that includes a record of success in business development, a desire to help one of the fastest-growing wealth management firms in the country continue to thrive.
This position is remote but the preferred candidate is welcome to work from any firm office on a hybrid basis!
SR. WEALTH ADVISOR RESPONSIBILITIES:
- Develop & Execute Business Development Activities in Collaboration with Firm Leadership
- Develop Business Development Network of Custodial Offices, Influencers, & Business Leaders
- Collaborate with Firm Leadership on Key Initiatives
SR. WEALTH ADVISOR REQUIREMENTS:
- Bachelor' s Degree & 10+ Years Experience, Industry Licensing Preferred
- Demonstrated Knowledge of Business Development in Wealth Management
- Demonstrated Attention to Detail & Self-Organization, Ability to Work Collaboratively Across Offices
SR. WEALTH ADVISOR SALARY & REQUIREMENTS:
- Competitive Salary
- Excellent Benefits
- Growth Opportunities
Recruiter Managing this Job
Pinnacle Billers Member
I enjoy working with candidates and clients to help match people to the culture and professional opportunities that will guarantee success.
- John Broker joined Goodwin Recruiting in May 2018.
- John is from New Haven, Connecticut. He attended Marist College where he received a BS in Political Science.
- John has been a recruiter for 6 years, starting in the hedge fund and private equity space. John also has manufacturing, engineering, healthcare, and leadership experience.
- He brings a broad base of experience in urban planning, organizational consulting, international sports, sports marketing, and media.
- In his spare time, John is a high school rugby coach and sports broadcaster.