Private Client Advisor

Job DescriptionJob DescriptionTo Apply for this Job Click Here

Seeking an experienced Private Client Advisor to join the team. Work remotely, or in our midtown Manhattan office.

Private Client Advisor Qualifications:

• 10+ years experience in developing relationships with and managing high net worth client portfolios ($1 million +)
• Portable book of business
• Current series 7, 65 + 66
• Proficiency in current relevant financial planning software
• Bachelor’s degree or higher in business or equivalent

Private Client Advisor Responsibilities:

• Business development, growing your book through new client acquisition
• Work to understand client’s current situations, needs, and goals
• Present solutions and strategies for investments, financial planning, risk management, asset allocations
• Maintain relationships with 3rd party providers to broaden client options and portfolios

Private Client Advisor Benefits:

• Medical, dental, and vision insurance
• 401K
• Unlimited PTO
• Company holidays
• Revenue Participation and Equity
• Fully remote
• *If working in office – lunch, dinner & snacks are provided

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: 146864#post

Chris Barillari

To Apply for this Job Click HereCompany DescriptionGoodwin Recruiting (Forbes America's Best Recruiting Firms 2020, 2021, 2022, & 2023) is a full-service recruiting agency that was founded in hospitality.

Our company was built on service, and as we have grown and expanded into a broad range of industries and specialties, that hospitality mentality has remained rooted at the core of everything we do.

We are committed to providing highly personalized services, tailored to each candidate and client we work with. Across all business types, from executives to operators to administrative staff, each Goodwin Recruiting partner has an extensive background in their field of expertise. We speak your language, we know the ins and outs of recruiting, and we put our core values first, establishing game-changing partnerships with employers and job seekers alike.Company DescriptionGoodwin Recruiting (Forbes America's Best Recruiting Firms 2020, 2021, 2022, & 2023) is a full-service recruiting agency that was founded in hospitality. \r\n\r\nOur company was built on service, and as we have grown and expanded into a broad range of industries and specialties, that hospitality mentality has remained rooted at the core of everything we do. \r\n\r\nWe are committed to providing highly personalized services, tailored to each candidate and client we work with. Across all business types, from executives to operators to administrative staff, each Goodwin Recruiting partner has an extensive background in their field of expertise. We speak your language, we know the ins and outs of recruiting, and we put our core values first, establishing game-changing partnerships with employers and job seekers alike.

Location: New York City, NY, US

Posted Date: 11/1/2024