Goodwin Recruiting
Linkedin · Posted 2mo ago
Senior Associate JN -042026-174055
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Indexed description
To Apply for this Job Click HereA rapidly growing wealth advisory firm wants to add an Senior Associate to support their high-net-worth clients.
Senior Associate Responsibilities
- As a member of the client service team, support senior advisors in managing client relationships
- Support with client and prospect meetings, as well as networking events
- Assist in developing financial plans
- Prepare investment portfolio analysis and financial-related projects
- Assist in monitoring and satisfying compliance requirements
- Bachelor's Degree
- 5+ years wealth management experience
- Series 65
- Excellent Benefits
- 401k with match
- Unlimited discretionary PTO and Summer Fridays
- Significant professional and personal growth opportunities
Kylee Shimabuku
To Apply for this Job Click Here
, $80,000 - $90,000,
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