Wealth Management Advisor - Gpac

Gpac, a 30+ year recruitment company, is thrilled to partner with a well-established company in the exciting world of Financial Services. They are growing and looking for a talented and experienced Sr. Wealth Advisor. If you're ready to take your financial career to new heights and make a significant impact on people's lives, this amazing opportunity is just for you!

Responsibilities:

• Build and maintain strong relationships with high net-worth clients and provide comprehensive financial planning services
• Analyze clients' financial situations and develop customized strategies to help them achieve their wealth management goals
• Collaborate with internal teams to ensure seamless execution of investment plans and deliver exceptional client service
• Stay up-to-date with market trends, investment vehicles, and industry regulations to provide informed financial advice
• Drive business growth by expanding client base through networking and proactive business development efforts

Essential Job Functions:

• Utilize your exceptional interpersonal skills to forge long-lasting relationships with clients
• Apply your expertise in financial planning to create personalized strategies tailored to each client's unique needs
• Leverage your aptitude for analysis to assess investment opportunities and optimize portfolio performance
• Demonstrate your strong communication skills to effectively present complex financial concepts to clients in a clear and concise manner
• Leverage your problem-solving abilities to tackle challenges and provide innovative solutions to exceed client expectations

Skills:

• Bachelor's Degree in Finance or related field
• CFP (Certified Financial Planner) designation- 5+ years of experience in the financial industry
• A team player who thrives in collaborative environments- Enjoys direct and personal interactions with clients
• Excellent organizational and time management skills

Is This Your Perfect Fit?

If you're a seasoned Wealth Management Advisor. Connect with Katlynn for a brief call to discuss how your skills align with this exciting opportunity. Please also send a resume to Katlynn.coviington@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.