Independent Financial Advisor Job at Goodwin Recruiting (Chicago)

Financial Advisor & Planner - Private Wealth Specialist

In this role, you'll apply your expertise to help train next-generation AI syste...

Location

India , Noida

Salary:

Not provided

AquSag Technologies

Expiration Date

Until further notice

Requirements

3+ years of recent or ongoing hands-on experience serving individual and family clients in private wealth management or financial advisory roles
Strong expertise in client-facing personal finance, investment planning, and wealth strategy
Exceptional written and verbal communication skills, with an emphasis on clarity, professionalism, and empathy
U.S.-based, with current authorization to work as an independent contractor in the United States
Demonstrated attention to detail and a commitment to analytical rigor in advisory recommendations
Experience engaging in client discovery, goal-setting, and ongoing portfolio management

Job Responsibility

Participate in focus sessions to discuss real-world advisory scenarios, client needs, and best practices in financial planning
Provide clear, thoughtful, and detailed asynchronous written feedback on advisory content and financial planning workflows
Leverage your experience to share practical insights from high-touch private wealth management or financial advisory roles
Collaborate to enhance financial advisory frameworks and elevate the client experience for individuals and families
Communicate professionally, precisely, and on time, ensuring clarity in both written and verbal exchanges
Offer guidance on comprehensive planning topics such as investment strategy, retirement, estate, and tax considerations
Contribute real-world perspective to improve the depth and accuracy of financial advisory AI systems

Fulltime

Financial Advisor – San Mateo CA (Hybrid)

A growing, client-centric wealth management firm in San Mateo is expanding its a...

Location

United States , San Mateo

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

~7+ years of experience in wealth management, with at least 5 years in a client-facing advisory role
Proven ability to independently lead client meetings and manage relationships
CFP designation preferred (ideally held for 2+ years)
Strong expertise in holistic financial planning and wealth management strategies
Experience working with high-net-worth clients
Excellent communication and relationship management skills
Ability to assess client needs and deliver tailored financial solutions
Familiarity with CRM and financial planning tools (e.g., Redtail, Morningstar)

Job Responsibility

Serve as the primary advisor for a portfolio of high-net-worth clients, delivering ongoing financial planning and investment guidance
Lead client meetings and portfolio reviews, providing thoughtful and strategic recommendations
Advise on retirement planning, investment strategy, insurance, and major life events (e.g., home purchases, rollovers)
Identify opportunities to deepen client relationships and introduce additional planning solutions
Partner with senior advisors on complex client needs while maintaining a high-touch service model
Support onboarding and integration of new clients into the firm
Maintain accurate client records and financial plans within CRM and planning systems
Stay current on market trends and evolving financial planning strategies

What we offer

competitive compensation
benefits
medical, vision, dental, and life and disability insurance
enrollment in company 401(k) plan

Fulltime

Financial Advisor

Join our team as an Everyday Personal Finance Advisor (CFP®) AI Trainer and help...

Location

United States

Salary:

Not provided

AquSag Technologies

Expiration Date

Until further notice

Requirements

Several years of hands-on, client-facing experience providing holistic financial planning to mainstream households in roles such as Financial Advisor, Wealth Advisor, or Personal Financial Consultant
Expertise in budgeting, cash flow analysis, debt management, retirement savings strategies, college planning, and basic risk management (insurance needs analysis)
CFP® certification strongly preferred (or CFP exam passed with substantial relevant experience)
CFA, ChFC, or similar planning credentials considered with strong mainstream client work
Exceptional written and verbal communication skills, with a talent for breaking down complex topics for non-experts
Demonstrated commitment to fiduciary standards, compliance, and high-integrity client service
Experience mentoring others, developing workflows, or standardizing planning processes
Comfort working asynchronously and independently in a remote setting

Job Responsibility

Evaluate and review realistic advisory scenarios involving budgets, emergency funds, debt management, retirement planning, and investment decisions tailored to mainstream households
Assess AI-generated recommendations for suitability, clarity, compliance, and actionable practicality for W-2 earners and middle-income families
Document how actual advisor-client conversations unfold, including prioritizing goals, discussing tradeoffs, and walking clients through decision points
Detail decision rules, rules of thumb, and benchmarks commonly used in practice (e.g., cash reserve targets, debt payoff sequencing, retirement savings rates)
Deliver clear, plain-language written feedback to enhance AI explanations, next steps, and client communication
Identify and flag compliance or risk issues, emphasizing a fiduciary, client-first approach and appropriate referral scenarios (CPA, attorney, insurance)
Contribute to the development of workflows and processes that reflect best practices in everyday personal finance advising

Fulltime

Financial Advisor

This is an excellent opportunity for a relationship-driven professional who enjo...

Location

United States , San Mateo

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

7+ years of experience in wealth management
At least 5 years in a client-facing advisory role
Proven ability to independently lead client meetings and manage relationships
Strong expertise in holistic financial planning and wealth management strategies
Experience working with high-net-worth clients
Excellent communication and relationship management skills
Ability to assess client needs and deliver tailored financial solutions
Familiarity with CRM and financial planning tools

Job Responsibility

Serve as the primary advisor for a portfolio of high-net-worth clients, delivering ongoing financial planning and investment guidance
Lead client meetings and portfolio reviews, providing thoughtful and strategic recommendations
Advise on retirement planning, investment strategy, and insurance
Identify opportunities to deepen client relationships and introduce additional planning solutions
Partner with senior advisors on complex client needs while maintaining a high-touch service model
Support onboarding and integration of new clients into the firm
Maintain accurate client records and financial plans within CRM and planning systems
Stay current on market trends and evolving financial planning strategies

What we offer

Medical, vision, dental, and life and disability insurance
Eligible to enroll in company 401(k) plan
Free online training

Financial Advisor

At Paramount Wealth Management, we believe life is too short to not live inspire...

Location

United States , Jackson

Salary:

Not provided

Raymond James

Expiration Date

Until further notice

Requirements

Knowledge of company’s working structure, policies, mission, and strategies
Knowledge of managed account platforms
Knowledge of general office practices, procedures, and methods
Knowledge of investment concepts, practices, and procedures used in the securities industry
Knowledge of financial markets, products and industry regulations
Knowledge of trading terminology
Knowledge of financial planning software
Skill in Client Relationship Management (CRM) software
Skill in Microsoft Office Suite
Skill in effective communication (in-person, virtual, phone, and mail)

Job Responsibility

Manage and deepen client relationships with effective communication and personalized attention in every interaction
Support the firm’s growth
Enter trades, orders, and rebalances as requested
Schedule, attend, and facilitate client meetings
Create and maintain records and files utilizing CRM software
Manage referrals effectively
Prepare financial reports, spreadsheets, and other materials for client meetings
Participate in marketing efforts including seminars and other client-facing events
Actively engage in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures

Fulltime

Financial Advisor Assistant

We are looking for a detail-oriented Financial Advisor Assistant to join our tea...

Location

United States , Farmington Hills, Michigan

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Minimum of 3 years of experience working in a financial advisor’s office
Comprehensive knowledge of retirement accounts and investment structures, including IRAs, 401(k)s, and 529 plans
Strong client service skills with the ability to communicate effectively and professionally
Exceptional organizational and multitasking abilities to manage multiple responsibilities efficiently
Proficiency in using technology platforms such as Microsoft 365, DocuSign, and Google Drive
Basic math skills and attention to detail for accurate processing of financial transactions
Ability to work independently while managing time effectively in a fast-paced environment

Job Responsibility

Assist in processing mutual fund transactions and oversee trade execution to ensure accuracy
Manage applications and exchanges for variable annuities while maintaining compliance
Handle account transfers, rollovers, funding, and account updates with precision and timeliness
Collaborate with clients to address account servicing needs and maintain regular communication
Prepare necessary documentation for financial advisors and ensure its accuracy
Schedule and organize client meetings, including annual reviews, and follow up on post-meeting tasks
Manage beneficiary changes, account adjustments, and maintain both physical and digital records
Utilize tools such as DocuSign, Microsoft 365, and Google Drive to streamline administrative workflows
Ensure adherence to compliance regulations in all client-related activities and processes
Support the advisor in maintaining accurate records and documentation for all client accounts

What we offer

medical
vision
dental
life and disability insurance
company 401(k) plan

Assistant to Financial Advisor

Our client, an Investment Firm, is seeking a Client Service Associate to support...

Location

United States , Delray Beach

Salary:

75000.00 USD / Year

Solomon Page

Expiration Date

Until further notice

Requirements

Bachelor’s degree or equivalent experience in the financial services industry
Exceptional customer service, strong verbal/written communication, and proficiency in Microsoft Office
High attention to detail, strong organizational skills, and the ability to work independently or in a team
Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) in the future
1-3 years’ experience working as a CSA
Must have excellent customer service skills
Must know MS business office well
Must pass background check as fingerprinting is mandatory
Must be detail oriented
Must be able to work efficiently and independently

Job Responsibility

Client Service Associate is responsible for running reports for the Financial Advisor
Act as a primary point of contact for clients, managing administrative tasks, processing account transactions, and ensuring compliance
Enhance the client experience by maintaining accurate records to facilitate smooth business operations
Respond to inquiries via phone or email, resolving issues, and providing information on products
Prepare documentation, onboarding new clients, and managing account updates or maintenance
Process money movements, maintain CRM systems, and support financial advisors with marketing or meeting preparation
Adhere to firm policies, procedures, and regulatory requirements

What we offer

Bonus
Full Benefits

Fulltime

Financial Advisor

About the Firm: We’re representing a well‑established, independent wealth manage...

Location

United States , San Ramon

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

CFP® designation required
5+ years of experience in the financial services industry
Strong customer‑service orientation and communication skills
Self‑starter with the ability to work independently and collaboratively
Ability to bring a book of business is welcome but not required
Candidates based in the East Bay or San Ramon area preferred
Proven experience in a client‑facing advisory role
Strong analytical and problem‑solving skills
Commitment to ethical, client‑first decision‑making
Passion for continuous learning and professional development

Job Responsibility

Provide strategic financial advice across areas such as investments, retirement, insurance, and debt management
Develop customized financial plans tailored to each client’s needs and goals
Build and maintain long‑term client relationships through proactive communication
Monitor client portfolios and market conditions, making adjustments as necessary
Ensure full compliance with industry regulations and internal standards

What we offer

Profit‑sharing 401(k)
PTO, sick time, and paid holidays
Medical, dental, and vision coverage
Quarterly bonus based on new assets gathered

Select Country

Independent Financial Advisor

Job Responsibility

Requirements

What we offer

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