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

1 day ago

Job type

Full-time

Job description

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

10+ 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.

Benefits

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.

Location : Capistrano Beach, CA

Job ID : 167967

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Senior Wealth Advisor • Dana Point, CA, United States

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