Wealth Advisor II

Goodwin Recruiting
Brooktondale, NY Full Time
POSTED ON 8/28/2023 CLOSED ON 9/26/2023

Job Posting for Wealth Advisor II at Goodwin Recruiting

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Seeking a dynamic and experienced Wealth Advisor II to join our team. You'll build and maintain strong client relationships, create comprehensive wealth plans, and implement financial strategies aligned with client goals. Don't miss this exciting opportunity!

Wealth Advisor II Benefits and Compensation:

* Medical and dental benefits

* 401(k) retirement savings

* Paid time off

* Education assistance

* Employee Assistance Programs

* And much more

Wealth Advisor II Qualifications/Responsibilities:

* Bachelor's Degree or equivalent specialized training/experience

* Minimum five (5) years of solid Wealth Management, Business Development, and Relationship Management experience

* Proven ability to create personalized and impactful financial plans

* Excellent written and verbal communication skills

Join us as a Wealth Advisor II and be part of a dedicated team committed to exceptional client service and business growth. Apply now!

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.

 

JOB ID: 115826

Savannah Bishop

To Apply for this Job Click Here

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