Associate Director, Wealth Advisory — Lead Client Relations

Goodwin Recruiting; Madison (WI); On-site; USD 100,000 - 115,000; Full time

Benefits offered by this job

Comprehensive benefits package

401(k) with match

Generous PTO

Clear path for career growth into lead

Job summary

Goodwin Recruiting has partnered with a dynamic wealth advisory firm in Madison, WI to recruit an Associate Director. This role supports high-net-worth clients, collaborates with senior advisors, and begins to take ownership of client relationships.

The Associate Director will lead client meetings, develop financial planning recommendations with tools like eMoney, and deliver portfolio analyses. This is a growth-focused position with a clear path to lead advisor roles in a collaborative

Qualifications

• Bachelor's degree required.
• 7+ years of experience in wealth management, RIA, or financial advisory.
• Active Series 65 (or equivalent).
• CFP required.
• Experience working with high-net-worth clients.
• Strong communication skills and ability to build client relationships.

Responsibilities

• Partner with senior advisors to support and manage relationships with high-net-worth clients.
• Participate in and help lead client and prospect meetings.
• Develop and deliver financial planning recommendations using tools like eMoney.
• Prepare and present investment portfolio analysis and related financial materials.
• Begin managing a segment of client relationships independently over time.
• Collaborate with internal teams to ensure a seamless client experience.

Skills

Client relationship management

Strong communication skills

Wealth management

Education

Bachelor's degree

Series 65

CFP

Tools

eMoney

Job description

Goodwin Recruiting has partnered with a dynamic wealth advisory firm in Madison, WI to recruit an Associate Director. This role supports high-net-worth clients, collaborates with senior advisors, and begins to take ownership of client relationships.

The Associate Director will lead client meetings, develop financial planning recommendations with tools like eMoney, and deliver portfolio analyses. This is a growth-focused position with a clear path to lead advisor roles in a collaborative