Senior Wealth Management Advisor RIA

Run Your Own RIA with Turn-Key Support!

Our client is an award-winning, non-custodial RIA support platform recognized as one of the top RIAs in the country and celebrated as one of the best places to work in the financial services industry. With a proven track record of empowering advisors, our platform offers a fast-paced and innovative environment designed to support your success. Our Net Promoter Score (NPS) of 85 for advisors, far above the industry average of 44, is a testament to the value we provide in helping advisors grow and thrive with best-in-class tools and services.

Location: Hiring anywhere in the U.S. Work from anywhere!

Who We're Looking For:

• Advisors with a book of business between $50M-$300M AUM who want to open their own brokerage or existing RIAs who need operational support and want to grow their business.
• 5-10+ years of experience in a financial servicing role.
• CFP preferred, Series 7, 66, or 63, and 65 licenses required.

What You'll Get:

Turn-key Operations: From compliance and tech to internal marketing and business development coaching, we offer everything you need to run your own business successfully.

Business Development Support: Personalized coaching and strategic guidance to grow and scale your business effectively.

Dedicated Marketing Support: This includes a marketing stipend to help you with anything from seminars to digital advertising to get started.

Tech Stack & Platforms: Includes Salesforce, Money, Orion, Fidelity, and Schwab.

Compliance Support: We've got your back on regulatory matters.

Unlimited income!

• 100% payout
• Sign-on Bonus

Qualifications:

• Expertise in wealth management, investment management, and financial planning.
• Demonstrated ability to generate revenue

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: 147207 #post

Kylee Shimabuku