Senior Wealth Advisor - RIA JN -112025-167967Goodwin Recruiting • Dana Point, CA, United States
Senior Wealth Advisor - RIA JN -112025-167967
Goodwin Recruiting • Dana Point, CA, United States
17 hours ago
Job type
- Full-time
Job description10+ years of experience in investment advisory with a proven book of business. Certified as an Investment Adviser Representative (Series 65, Series 7 + 66, or equivalent). Excitement about the fintech industry and the opportunity to shape its future. Proven ability to thrive in a fast‑paced, dynamic environment. Competitive compensation package, including revenue participation and equity. Comprehensive medical, dental, and vision plans. Unlimited PTO and paid company holidays. Solo 401(k) retirement plan. Daily meals and snacks provided.
Senior Wealth Advisor
We are seeking a Senior Wealth Advisor to manage high‑net‑worth client relationships, deliver comprehensive financial planning services, and drive business growth in a dynamic fintech environment.
Responsibilities
- Develop and manage relationships with high‑net‑worth clients while cultivating new business opportunities.
- Provide comprehensive financial planning across investment strategy, tax, retirement, estate planning, stock options, and more.
- Design and implement tailored long‑term investment strategies, adjusting portfolios as needed.
- Collaborate with third‑party service providers to deliver expert guidance in tax, trust, estate, and insurance services.
- Influence product development by sharing insights on advisor and client needs.
- Support business growth by recruiting top talent and onboarding new financial advisors to the platform.
Requirements
Benefits
Location : Capistrano Beach, CA
Job ID : 167967
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Senior Wealth Advisor • Dana Point, CA, United States
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