Wealth Management

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Our client, a leader that's pivotal in shaping the future of wealth management through Fintech, is seeking a Principal Wealth Manager. In this dynamic role, you'll actively manage high net worth client relationships and portfolios while also nurturing new client leads. Collaborating with Product Development and M&A teams, you'll influence the direction of the advisor technology platform, recruit top talent, and facilitate staff training.

Principal Wealth Manager Responsibilities:

• Develop and nurture client relationships, supporting Business Development efforts.
• Collect and analyze both quantitative and qualitative client data, assisting in defining their financial planning and investment goals.
• Provide comprehensive financial advice including investment strategy, tax planning, retirement planning, estate planning, and more.
• Identify and address potential client issues, clarify goals, and prepare financial plans.
• Design and implement long-term investment strategies and asset allocations.
• Collaborate with third-party service providers across various specialties to optimize client outcomes.
• Offer insights to Product Development for platform enhancement.

Principal Wealth Manager Requirements:

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

Principal Wealth Manager Benefits:

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

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: 134484

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Cassandra Foster

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