Experienced Advisors Needed!!
We partnered with an Independent RIA who are in need of a Financial Advisor! You'll have the opportunity to work closely with clients, understanding their unique financial goals, and crafting personalized strategies to help them achieve success.
Key Responsibilities :
- Develop and maintain strong relationships with clients, providing personalized financial advice and guidance.
- Conduct thorough financial assessments to understand clients' current financial situations, goals, and risk tolerance, utilizing your expertise.
- Design comprehensive financial plans that encompass investment strategies, retirement planning, estate planning, and more, showcasing your skills.
- Stay up-to-date on market trends, financial products, and industry regulations to provide clients with the most relevant and beneficial advice.
- Collaborate with other team members, including portfolio managers, analysts, and support staff, to deliver holistic wealth management solutions, leveraging your expertise in the Financial Industry.
- Act as a trusted advisor, offering ongoing support and guidance to help clients navigate life's financial complexities, drawing upon your experience.
Qualifications :
- Bachelor's degree in finance, business, economics, or a related field.
- 3+ years in a financial advisory or related role.
- Excellent communication skills, with the ability to explain complex financial concepts in a clear and concise manner.
- Proven track record of building and maintaining client relationships as an Advisor.
- Certifications such as CFP, CFA, or Series 65 or 7 / 66 licenses preferred
Benefits :
- Competitive salary and bonus structure.
- Comprehensive benefits package
- Opportunities for professional development and advancement within the company.
- A supportive and collaborative work environment where your contributions as a Wealth Advisor are valued and recognized.
If you're ready to take the next step in your career and join a dynamic team dedicated to helping clients achieve their financial goals, we want to hear from you! Apply now , and embark on an exciting journey of growth and success as a Wealth Advisor.
Resumes can be sent confidentially to : [email protected]
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.
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