{"id":4266282,"url":"https://alion.io/job/goodwin-recruiting-lead-financial-advisor-2","title":"Lead Financial Advisor","company":{"id":4541543,"name":"Goodwin Recruiting","domain":"goodwinrecruiting.com","url":"https://alion.io/company/goodwin-recruiting","size_band":"51-200","is_staffing_agency":true,"employer_type":"agency","is_intermediary":false,"listed_via":null,"ats_vendor":"Schema","truth_index":null},"role":"Finance","role_family":"Finance","seniority":"lead","employment_type":null,"work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["San Diego, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":125000,"max":150000,"currency":"USD","period":"year","gross":null,"usd_annual":150000},"salary_estimate":null,"experience_years_min":3,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-11-12T00:00:00Z","employer_posted_date":"2026-11-12","last_verified_at":"2026-11-13T16:47:57Z","board_verified":true,"closed_at":null,"days_open":1,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":1},"description":"An established boutique wealth management firm is seeking a relationship-driven Lead Financial Advisor to join its growing team. This is an excellent opportunity for an advisor with 3-5 years of experience who is ready to take the next step in their career, manage client relationships independently, and contribute to the growth of a successful firm.\nThe best part? You do not need to bring an existing book of business. You will inherit established client relationships from senior advisors and receive qualified prospect opportunities through firm marketing, referrals, and other lead-generation programs.\nLead Financial Advisor Key Responsibilities:\nManage and develop long-term relationships with existing client households.\nLead client meetings, financial planning discussions, and ongoing portfolio reviews.\nDevelop comprehensive financial plans covering retirement, tax, estate, insurance, and cash flow needs.\nPresent investment recommendations aligned with client goals and the firm's investment philosophy.\nConvert qualified prospects into long-term clients and contribute to business growth.\nCollaborate with Associate Advisors, Client Service, Investment, and Operations teams.\nMaintain accurate documentation and adhere to regulatory and compliance requirements.\nLead Financial Advisor Qualifications:\n3-5 years of client-facing financial advisory experience.\nAbility to independently lead client meetings and manage client relationships.\nStrong knowledge of financial planning and investment management.\nExperience developing prospects and converting them into clients.\nExcellent communication, relationship-building, and organizational skills.\nSeries 65, CFP® designation or progress toward certification preferred.\nExperience with affluent clients, Salesforce, eMoney, or an RIA environment is a plus.\nLead Financial Advisor Benefits:\nExcellent base salary plus Revenue share\nCompetitive bonus\n100% employer paid medical insurance\n401k w/6% match\nAmazing PTO/Flexibility\nPaid professional development\nJOB ID: 182765\nJeremy Hamon","description_format":"text","description_chars":2045,"description_truncated":false,"requirements":{"experience_years_min":3,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["401k plan","Health insurance","Professional development"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors"],"lifecycle":[{"event":"open","at":"2026-11-13T16:39:06Z"}],"visa":[],"liveness":{"score":52,"band":"ok","label":"Likely open","p_open":1,"p_active":0.516,"p_room":1,"age_days":1,"expected_fill_days":30,"reasons":["conf:0","agency","win:early","comp:brand"],"computed_at":"2026-11-13T17:47:14Z"},"pay":{"stated_usd_annual":150000,"is_top_pay":false},"html_url":"https://alion.io/job/goodwin-recruiting-lead-financial-advisor-2","json_url":"https://alion.io/job/goodwin-recruiting-lead-financial-advisor-2.json","meta":{"generated_at":"2026-11-13T17:47:14Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":35536,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-14T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.1,"usd":0.01,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":4541543},"rest":"https://alion.io/mcp/rest/get_company?id=4541543"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fgoodwin-recruiting-lead-financial-advisor-2"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"free","price":{"credits":0,"usd":0},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fgoodwin-recruiting-lead-financial-advisor-2"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.1,"usd":0.01},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fgoodwin-recruiting-lead-financial-advisor-2"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/goodwin-recruiting-lead-financial-advisor-2\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fgoodwin-recruiting-lead-financial-advisor-2"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":4266282}},{"tool":"search_jobs","arguments":{"company":"goodwinrecruiting.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":4266282},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. Docs: https://alion.io/developers"}}