CFP/Financial Advisor: Boutique RIA

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An established and expanding RIA on the South Shore is looking for an ADVISOR/CFP, WEALTH MANAGEMENT to make an immediate impact by providing full-cycle management of client relationships at a unique firm. The ideal ADVISOR/CFP, WEALTH MANAGEMENT will bring a CFP Designation and a demonstrated record of managing positive, high-touch client relationships in the wealth management space. If this sounds like a good fit, apply today!

ADVISOR/CFP, WEALTH MANAGEMENT RESPONSIBILITIES:

• Provide Full Service Wealth Management Services to High Net Worth Clientele
• Provide Accurate & thorough Investment Solutions to Include Traditional and Alternative Assets
• Collaborate with Leadership on Special Projects

ADVISOR/CFP, WEALTH MANAGEMENT REQUIREMENTS:

• Series 65 or 7/66, CFP Required
• Bachelor's Degree, preferred
• 3+ Years Experience
• Demonstrated Knowledge of Wealth Management Lifecycle

ADVISOR/CFP, WEALTH MANAGEMENT SALARY & REQUIREMENTS:

• Competitive Salary plus Bonus
• Excellent Benefits
• Long-Term Growth

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: 126291#post

Kerri Hassan

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Goodwin 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.