Sr. Associate Wealth Manager JN -052025-159487

Goodwin Recruiting; Waterloo (WI); On-site; USD 75,000 - 95,000; Full time

Job summary

A leading wealth advisory firm seeks a Sr. Associate Wealth Manager to join their team. This role focuses on delivering tailored financial strategies and engaging with clients in a collaborative environment. Applicants should have significant experience in wealth management, with a strong emphasis on client service and compliance.

Benefits

401(k) plan with company match

Unlimited discretionary PTO

Excellent medical, dental, and vision benefits

Qualifications

• 4+ years of experience in wealth management or financial services.
• Series 65 or 66 license required.
• Strong analytical and client-facing skills.

Responsibilities

• Deliver comprehensive financial strategies for high-net-worth clients.
• Participate in client/prospect meetings and support compliance tracking.
• Engage in team-based collaboration and project management.

Skills

Organizational skills

Communication skills

Project management

Education

Bachelor's degree in a business-related field

Tools

CRM/workflow systems

Schwab Institutional

eMoney Advisor

Black Diamond

Job description

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Sr. Associate Wealth Manager

Join a growing, client-centric wealth advisory firm that serves high-net-worth families and business owners. This

To Apply for this Job Click Here

Sr. Associate Wealth Manager

Join a growing, client-centric wealth advisory firm that serves high-net-worth families and business owners. This Sr. Associate Wealth Manager role offers the opportunity to grow within a collaborative, team-based environment focused on delivering comprehensive financial strategies—not selling products.

Sr. Associate Wealth Manager And Compensation

• Base salary: $75,000–$95,000, plus 10% annual bonus
• 401(k) plan with company match
• Unlimited discretionary PTO
• Excellent medical, dental, and vision benefits
• In-person, team-based environment with significant opportunities for professional development
  
  

Sr. Associate Wealth Manager Requirements & Qualifications

• 4+ years of experience in wealth management or financial services
• Series 65 or 66 license required
• Bachelor's degree in a business-related field
• Hands-on experience with portfolio analysis, financial plan preparation, and CRM/workflow systems
• Familiarity with platforms such as Schwab Institutional, eMoney Advisor, and Black Diamond
• Capable of participating in client/prospect meetings and supporting compliance tracking
• Strong organizational, communication, and independent project management skills
  
  

Sr. Associate Wealth Manager Preferred Background & Skills

• CFP designation (preferred or in progress)
• Experience working in a team-based RIA or financial advisory firm with a holistic service approach
  
  

If you're looking to make an impact and grow your career in a values-driven, growth-focused environment, we encourage you to apply if you meet the minimum qualifications listed

At Goodwin Recruiting, we are committed to our core values and providing world class customer service. We are committed to helping our clients navigate and comply with the complex and ever-changing labor laws as well as help ensure that in every hiring decision, internally and with our client partners, that all viable candidates are considered, and the most qualified candidate is offered the role. 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. JOB ID: 159487 #post

Shon Watson

To Apply for this Job Click Here

, $75,000 - $95,000,

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Management

• Industries

  Staffing and Recruiting

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