Financial Professionals

Programs Designed to Recognize You Pause for Recognition

Top Advisors

The Highest Standards of Excellence

GoldenBridge has several programs designed to recognize financial professionals for their outstanding service to clients.

  • The Chairman and Executive Council members exemplify the best of GoldenBridge’s Private Client Division and represent the highest standards of excellence in our profession.
  • GoldenBridge’s top advisory practices are recognized through GoldenBridge Asset Management's annual Wealth Management Roundtable.
  • We recognize industry designations such as CFP®, CIMA®, ChFC®, AIFA® and more.
Outstanding Leadership

The Best in the Industry

Each year, GoldenBridge financial professionals are also recognized with several awards for their experience, outstanding leadership, and for being the best in the industry.

  • Forbes/R.J. Shook’s: Top Wealth Advisors, America’s Top Next-Generation Wealth Advisors, Top Women Wealth Advisors, Working Mothers, and Best-in-State Wealth Advisors 
  • Financial Times: 401 Top Retirement Advisors
  • FinancialPlanning.com: Top 25 Regional Advisors Under 40 and 40 Under 40
  • Captive International: Best Individual Asset Manager Award
  • 401(k) Specialist: Top Advisor by Participant Outcomes (TAPO)

Let's Talk Your Future

Your drive to succeed, eagerness to take on challenges, and openness to collaborating with our diverse colleagues in the pursuit of excellence can make GoldenBridge the right place for you.

GoldenBridge is more than just another wealth management firm. The professionals who join us are a part of a distinct culture that helps them, and their clients succeed.

Explore Opportunities right arrow icon

We believe that you will discover something special about GoldenBridge. Read what the Chairman and Head of Private Client Division have to say to our recruits.

Read the Letter right arrow icon

We believe that you will discover something special about GoldenBridge, and find it is a unique platform to serve clients and grow your business.

Discover The GoldenBridge Difference right arrow icon

We provide the support, guidance, and service you need at every stage of the transition process.

Learn More right arrow icon

GoldenBridge financial professionals are recognized with several awards and programs each year for their experience, outstanding service to clients, and for being the best in the industry.

Learn More right arrow icon

As you consider changing firms, we’re sure you have a lot of questions about compensation. To help guide you, we’ve compiled a list of 5 key compensation-related questions to consider as you decide on the firm that is right for you.

Let’s Talk Compensation right arrow icon

With expertise spanning many disciplines – from hedge funds to mutual funds, from domestic investments to offshore opportunities – we have the experience and training to address complex investment strategies and help move your clients closer to their financial goals.

Meet the Team right arrow icon

As we look ahead, we are hopeful that you continue to consider moving your business to GoldenBridge, and we believe you will discover exciting opportunities here.

Find A Branch