Financial Advisor for High-Net-Worth Clients

hace 3 semanas


Arroyo, Puerto Rico Goodwin Recruiting A tiempo completo

Role Summary

We are seeking a seasoned Principal Wealth Manager to join our expanding team at a trailblazing RIA firm. As a key member of our wealth management team, you will be responsible for cultivating and managing high-net-worth client relationships, driving business development initiatives, and collaborating with our product development and M&A teams.

Key Responsibilities

  • Cultivate and manage high-net-worth client relationships, driving business development initiatives.
  • Analyze client financial data to support goal-setting and create tailored financial strategies.
  • Provide holistic financial advice, including investment management, tax strategies, retirement, and estate planning.
  • Identify and resolve client issues, clarify financial goals, and deliver comprehensive financial plans.
  • Develop and implement long-term investment strategies and customized asset allocations.
  • Partner with third-party service providers to enhance client outcomes.
  • Collaborate with product development teams to offer insights that drive platform enhancements.

Requirements

  • A transferable book of business.
  • 10+ years of experience in investment advisory services.
  • Certified Investment Adviser Representative (Series 65 or Series 7 + 66).
  • A passion for Fintech and its potential to transform wealth management.


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