Financial Planner
We are seeking an experienced, motivated financial planner to join our growing advisory firm. As a financial planner, you will be responsible for providing comprehensive financial planning and investment advisory services to clients.
Responsibilities :
- Meet with clients to understand their financial goals, risk tolerance, time horizons, and current financial situations
- Analyze clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives
- Develop and present comprehensive financial plans and investment portfolio recommendations
- Implement financial plans by selecting appropriate investment products and asset allocations
- Monitor client accounts and plans, update plans as needed, and ensure portfolios stay aligned with goals
- Provide education and advice on topics such as retirement planning, taxes, insurance, major purchases, college savings, and estate planning
- Stay current on financial planning best practices, market trends, and new products and solutions
Requirements :
- Bachelor's degree in finance, accounting, business, or economics required; CFP certification strongly preferred
- At least 5 years of experience in financial planning or wealth management
- Excellent analytical, interpersonal, and communication skills
- Willingness to take on fiduciary responsibility and commitment to ethical conduct
- Ability to work both independently and collaboratively in a fast-paced environment
We provide a competitive salary and benefits along with ample growth opportunities. As a core member of our firm, you will have visibility with clients and a direct impact on their financial success. Please submit a resume to
shea.sweetland@gogpac.com
All qualified applicants will be considered.
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.
Senior Financial Advisor & Planner - Wealth Management/Personal Strategy
Senior Financial Advisor & Planner. This role will also optionally collaborate with financial planning specialists on complex planning issues or comprehensive financial plans. Demonstrated financial planning acumen, with the ability to handle a wide variety of financial planning topics. Whether they...
Senior Financial Advisor & Planner - Wealth Management/Personal Strategy
As a Senior Financial Advisor & Planner – Personal Strategy, you will assist Empower's Personal Wealth investment clients on a wide range of financial matters and specifically assists clients who are enrolled in the Personal Strategy managed asset program. This role will also optionall...
Senior Financial Advisor & Planner - Wealth Management/personal Strategy
Senior Financial Advisor & Planner. This role will also optionally collaborate with financial planning specialists on complex planning issues or comprehensive financial plans. Demonstrated financial planning acumen, with the ability to handle a wide variety of financial planning topics. Whether they...
Financial Planner
Key Responsibilities:Create customized financial plans tailored to members' goalsDevelop and maintain strong relationships with members through various communication channelsMaintain a deep understanding of the company's offerings and tools while ensuring compliance with industry regulationsRequired...
Financial Planner
As a financial planner, you will be responsible for providing comprehensive financial planning and investment advisory services to clients. We are seeking an experienced, motivated financial planner to join our growing advisory firm. Meet with clients to understand their financial goals, risk tolera...
Financial Planner
As a Financial Planner, you will be responsible for supporting and working closely with Relationship Managers (RM) and clients to analyze, communicate and implement financial planning strategiesfor HNW/UHNW clients, as well as provide client support to the Wealth Strategies team. Perform financial p...
Financial Planner
CFP (Certified Financial Planner) designation preferred. Meet with clients to collect information about their financial situations, objectives, risk tolerance, time horizons, etc. Develop and present comprehensive financial plans that include investment strategies, tax planning, asset allocation, ri...
Senior Financial Advisor & Planner - Wealth Management/Personal Strategy
Senior Financial Advisor & Planner. This role will also optionally collaborate with financial planning specialists on complex planning issues or comprehensive financial plans. Demonstrated financial planning acumen, with the ability to handle a wide variety of financial planning topics. Whether they...
Senior Financial Advisor & Planner - Wealth Management/Personal Strategy
Senior Financial Advisor & Planner. This role will also optionally collaborate with financial planning specialists on complex planning issues or comprehensive financial plans. Demonstrated financial planning acumen, with the ability to handle a wide variety of financial planning topics. Whether they...
Financial Planner
CFP (Certified Financial Planner) designation preferred. Meet with clients to collect information about their financial situations, objectives, risk tolerance, time horizons, etc. Develop and present comprehensive financial plans that include investment strategies, tax planning, asset allocation, ri...