Wealth Management
Wealth Management
Goodwin Recruiting
Brooklyn, NY
See who Goodwin Recruiting has hired for this role
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.
- 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.
- 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.
Cassandra Foster
To Apply for this Job Click Here
, $100,000 - $500,000,
-
Seniority level
Mid-Senior level -
Employment type
Full-time -
Job function
Finance and Sales -
Industries
Staffing and Recruiting
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