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Independent Financial Advisor- Hybrid or Remote
Independent Financial Advisor- Hybrid or RemoteGoodwin Recruiting • Washington, DC, US
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Independent Financial Advisor- Hybrid or Remote

Independent Financial Advisor- Hybrid or Remote

Goodwin Recruiting • Washington, DC, US
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Job Description

Job Description

The grass truly is greener as an independent business owner—but independence doesn’t 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.

Independent Financial Advisor  Benefits :

  • Competitive compensation package. (80 to 90% payouts)
  • Backed by one of the largest broker-dealers in the USA.
  • Supportive and collaborative team environment : Trading, Compliance and Operations

I ndependent Financial Advisor Responsibilities :

  • Build and maintain strong client relationships.
  • Provide comprehensive financial planning advice, including investment strategies, retirement planning, estate planning, and insurance.
  • Conduct financial needs assessments and develop personalized financial plans.
  • Manage client portfolios and provide ongoing investment management services.
  • Educate clients on financial concepts and market trends.
  • Generate leads and build a strong referral network.
  • Comply with all applicable regulatory and compliance requirements.

    • Independent Financial Advisor Qualifications :

  • Proven track record of success in the financial services industry. (minimum of $200k in annual Fee production)
  • Excellent communication, interpersonal, and presentation skills.
  • Strong analytical and problem-solving skills.
  • Client-focused and results-oriented.
  • Series 7 and 66 (or 63 & 65) licenses are preferred. CFP is a plus.
  • A Bachelor's degree in finance, economics, or a related field is preferred.
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    Financial Advisor • Washington, DC, US

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