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

At Goodwin Recruiting we are committed to our core values. We take our value, Dedicated to Diversity & Inclusion, very seriously and will never discriminate against a candidate or client based on any protected classes. Our clients seek qualified candidates, and that is what we deliver. A person's age, gender, race, sexual orientation, gender identity, national origin, veteran or disability status, or arrest or conviction record has no bearing on whether he, she, or they are able to do the job. We evaluate the knowledge, skills, and abilities that meet the requirements of the position and aim to open doors and change lives. We value all people, understanding that uniqueness and diversity foster a stronger team that is innovative and brings varying perspectives to the table. We put our money where our mouth is and are proud of our efforts to identify a broad slate of candidates, with many hiring success stories to share.

John Broker
Senior Recruiter
Pinnacle Billers Member

• [email protected]
• Connect on LinkedIn