{"id":4266605,"url":"https://alion.io/job/goodwin-recruiting-senior-wealth-advisor-15","title":"Senior Wealth 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":null,"truth_index":null},"role":"Finance","role_family":"Finance","seniority":"senior","employment_type":null,"work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["New York, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":105000,"max":335000,"currency":"USD","period":"year","gross":null,"usd_annual":335000},"salary_estimate":null,"experience_years_min":5,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-11-12T00:00:00Z","employer_posted_date":"2026-11-13","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":"Financial Advisor - Branch\nA supported, structured environment for advisors who want stability, collaboration, and strong operational backing.\nRole Overview\nThis model is designed for advisors who prefer a W-2 structure with access to leadership, coaching, and a team-based culture. Advisors focus on delivering comprehensive planning while leveraging a full suite of marketing, technology, and operational resources.\nKey Responsibilities\nProvide holistic financial planning to HNW and mass-affluent households.\nBuild and deepen client relationships through a planning-first approach.\nPartner with leaders, specialists, and fellow advisors in a collaborative branch environment.\nGrow your book through referrals, events, networking, and structured business development.\nUtilize a modern technology platform to streamline client service and planning.\nCompensation\nTotal first-year earnings typically range from $105,000 - $335,000, including:\nBase salary: $75,000 - $140,000\nPerformance-based incentives: $30,000 - $195,000+\nSupport & Resources Provided\nFull operational support, including onboarding and transition assistance.\nMarketing resources and client acquisition tools.\nLeadership access, coaching, and professional development pathways.\nA stable, supportive environment - not a sink-or-swim model.\nIdeal Candidate\n5+ years of advisory or wealth management experience.\nTransferable AUM and strong client-facing presence.\nAdvisors seeking structure, collaboration, and reduced operational burden.\nStrong planning orientation and relationship-driven approach.\nJOB ID: 177899\nTrish Boyd","description_format":"text","description_chars":1590,"description_truncated":false,"requirements":{"experience_years_min":5,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Professional development"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors"],"lifecycle":[{"event":"open","at":"2026-11-13T16:41:34Z"}],"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:3","agency","win:early","comp:brand"],"computed_at":"2026-11-13T20:33:08Z"},"pay":{"stated_usd_annual":335000,"is_top_pay":true},"html_url":"https://alion.io/job/goodwin-recruiting-senior-wealth-advisor-15","json_url":"https://alion.io/job/goodwin-recruiting-senior-wealth-advisor-15.json","meta":{"generated_at":"2026-11-13T20:33:08Z","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":40957,"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-senior-wealth-advisor-15"},{"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-senior-wealth-advisor-15"},{"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-senior-wealth-advisor-15"},{"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-senior-wealth-advisor-15\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fgoodwin-recruiting-senior-wealth-advisor-15"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":4266605}},{"tool":"search_jobs","arguments":{"company":"goodwinrecruiting.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":4266605},"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"}}