Senior Financial Advisor - Gpac

Job Description: 

Are you tired of the large institution whose values and ethics have gone down the drain? A great company should be founded and built upon mutual understanding, trust, collaboration, and respect.

What our firm is looking for: 

We are looking for experienced advisors (15+ years of experience) in the following location who have a portfolio/book of clients that at least creates a revenue of $20M: 

• Richmond, VA - offers remote

We will provide you with qualified leads that advertise locally on your behalf to make you that SUPER STAR Financial Advisor to your community. Do you currently have a non-compete and/or non-solicitation agreement? Not a problem! We will work with you. To succeed, you will need to also possess the ability to listen and communicate effectively, work well in a team-oriented environment, and take pride both in your work and in helping others.  The highest level of ethical standards is a must.

Qualifications:

• Proactively monitor clients’ financial situations with attention to detail and accuracy
• Relationship management and client communication 
• Manage and lead all aspects of pre-client meeting activities such as preparation of meeting agendas, client paperwork, asset allocations.
• Manage post-client meeting tasks such as developing meeting notes, performing financial analyses, and coordinating planning implementation with outside professionals, if necessary
• Prepare financial plans and retirement projections
• Assist with trading and rebalancing of client investment accounts
• Maintain client records in CRM and document management software
• Interact with clients over the phone and in-person professionally and respectfully
• Facilitate efficient office operations including leading and assisting with process and system improvement projects
• Participate in the idea generation, research and writing of articles
• Within the first 6 months, become the trusted advisor for a portion of the firm’s clients
• Assist with the strategic leadership of Vintage
• Maintain 80 – 120 clients and 30 – 100 annual tax returns.
• Wants to work remotely (however, local office(s) can be arranged if the advisor does not want to work on a remote basis).

Personal Qualities:

• Deep client engagement - build relationships with high-net-worth clients.
• Comprehensive understanding of financial planning, such as addressing all aspects of a client's financial life.
• Advanced Financial Analysis and customer service skills.
• Strong written and oral communication skills.
• Willing to contribute at any level with key stakeholders.

 For additional information on this opportunity, please contact Sid Stone Kolb directly at 605-705-3378. Resumes may be confidentially sent to sid.kolb@gogpac.com

All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.

GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.