Job Details

divh2Independent Financial Advisor/h2pThe grass truly is greener as an independent business ownerbut independence doesnt mean going it alone. Our team is here to support you, with a full-time compliance officer, a CFA charter-holding CIO, and leadership from a producing CFP. We understand the resources you need to grow your business, safeguard your practice, and serve your clients effectively./ppIndependent Financial Advisor Benefits:/ppCompetitive compensation package. (80 to 90% payouts)/ppBacked by one of the largest broker-dealers in the USA./ppSupportive and collaborative team environment: Trading, Compliance and Operations/ppIndependent Financial Advisor Responsibilities:/ppBuild and maintain strong client relationships./ppProvide comprehensive financial planning advice, including investment strategies, retirement planning, estate planning, and insurance./ppConduct financial needs assessments and develop personalized financial plans./ppManage client portfolios and provide ongoing investment management services./ppEducate clients on financial concepts and market trends./ppGenerate leads and build a strong referral network./ppComply with all applicable regulatory and compliance requirements./ppIndependent Financial Advisor Qualifications:/ppProven track record of success in the financial services industry. (minimum of $200k in annual Fee production)/ppExcellent communication, interpersonal, and presentation skills./ppStrong analytical and problem-solving skills./ppClient-focused and results-oriented./ppSeries 7 and 66 (or 63 65) licenses are preferred. CFP is a plus./ppA Bachelors degree in finance, economics, or a related field is preferred./ppAt 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 persons 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./p/div