Senior Wealth Advisor with a Fast Growing Fintech RIA JN -042025-158239

Goodwin Recruiting; Philadelphia (Philadelphia County); On-site; USD 80,000 - 150,000; Full time

Job summary

An innovative firm in the Fintech space is seeking a Senior Wealth Advisor to manage high net worth clients and influence platform development. This role offers the opportunity to collaborate with product development teams while nurturing client relationships and providing tailored financial advice. Join a forward-thinking organization that values diversity and is committed to changing lives through exceptional service. Enjoy competitive compensation, unlimited PTO, and a comprehensive benefits package that includes medical, dental, and vision plans.

Benefits

Comprehensive medical, dental, and vision plans

Unlimited PTO and paid holidays

Solo 401(k) retirement plan

Competitive compensation including Revenue Participation and Equity

Qualifications

• 10+ years of investment advisory experience required.
• Must have an existing book of business.

Responsibilities

• Develop and nurture client relationships to support business development.
• Provide comprehensive financial advice including investment and estate planning.

Skills

Investment Advisory

Client Relationship Management

Financial Planning

Data Analysis

Investment Strategies

Education

Certified Investment Adviser Representative (Series 65)

Series 7 + 66

Job description

Senior Wealth Advisor with a Fast Growing Fintech RIA JN -042025-158239

Join to apply for the Senior Wealth Advisor with a Fast Growing Fintech RIA JN -042025-158239 role at Goodwin Recruiting

Senior Wealth Advisor with a Transferable Book of Business

Our client, a leader in shaping the future of wealth management through Fintech, is seeking a Senior Wealth Advisor to actively manage high net worth client relationships and portfolios, nurture new leads, and influence platform development. This dynamic role involves collaboration with Product Development and M&A teams, recruitment, and staff training.

Responsibilities

• Develop and nurture client relationships, supporting Business Development efforts.
• Collect and analyze client data to define financial goals.
• Provide comprehensive financial advice including investment, tax, retirement, and estate planning.
• Identify and resolve client issues, clarify goals, and prepare financial plans.
• Design and implement investment strategies and asset allocations.
• Collaborate with third-party providers to optimize outcomes.
• Offer insights to enhance the advisor technology platform.

Requirements

• 10+ years of investment advisory experience.
• Existing client book of business.
• Certified Investment Adviser Representative (Series 65, Series 7 + 66).
• Excitement for the Fintech industry.

Benefits

• Comprehensive medical, dental, and vision plans.
• Unlimited PTO and paid holidays.
• Solo 401(k) retirement plan.
• Competitive compensation including Revenue Participation and Equity.

At Goodwin Recruiting, we value diversity and aim to open doors and change lives by considering all qualified candidates. We are committed to our core values and providing world-class service.