Skip to Main Content

Job Title


Independent Financial Advisor- 100% Remote!


Company : Goodwin Recruiting


Location : New York City, NY


Created : 2026-04-08


Job Type : Full Time


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 dependent Financial AdvisorBenefits: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 OperationsIndependent 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 ply with all applicable regulatory and compliance dependent Financial AdvisorQualifications: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.