The Financial Planner position offers a competitive salary, a full range of benefits, and a management team who believes in and invests in their people.
If you are a Financial Planner looking for an opportunity to join an organization that offers a professional environment for you to operate independently while still offering the support staff to focus on your clients this opportunity is for you.
Requirements :
- 3+ years in financial service
- Bachelor’s degree in Business, Accounting, or Finance or relevant field preferred
- Certified Financial Planner, Series 65, or willingness to acquire
- Self-starter and strong business development mentality to work independently
- Must have a proven track record Key Qualities :
- Reliable
- Reliable
- Goal-oriented
- Self-directed
- Collaborative / Team-oriented
- Financial industry knowledge - investment, risk management concepts and terminology, basic statistics / portfolio theory
- Strong analytical skills
- Comfortable making presentations and tele conversations
- Passion for the customer experience and being part of a team
- Dedicated to pursuing a career in the financial services industry
To find out more about this position, please do not hesitate to reach out to :
Sydney Aucoin via sydney.aucoingogpac
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.
Certified Financial Planner
Certified Financial Planner, Series 65, or willingness to acquire. If you are a Financial Planner looking for an opportunity to join an organization that offers a professional environment for you to operate independently while still offering the support staff to focus on your cli...
Certified Financial Planner
Certified Financial Planner, Series 65, or willingness to acquire. If you are a Financial Planner looking for an opportunity to join an organization that offers a professional environment for you to operate independently while still offering the support staff to focus on your cli...
Financial Advisor - Securities Administration
Financial Advisor - Securities Administration. Investment Sales in a banking environment is highly regulated and the advisor is expected to acquire and maintain a proficiency in the Bank's and FINRA (Financial Industry Regulatory Authority) policies and procedures, and adhere to all laws, rules and ...
Financial Advisor
All information provided by you will be reviewed carefully, but the receipt of an Advisor application or other information does not imply that you will be offered the opportunity to enter into a Financial Advisor/Agent Agreement with First Command. Financial planning and investment advisory services...
Financial Advisor Internship Development Program
Have you ever through about owning your own business? The Financial Advisor Development Program is an accelerated training program that acts as a “boost” into a full-time career in financial planning with Northwestern Mutual. Financial Advisor Development Program. Northwestern Mutual has been helpin...
Financial Advisor - PNC Investments
Establishes individual financial plans based on client financial needs and objectives. Client Prospecting, Client Relations, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship Management. Consult...
Financial Advisor - Securities Administration
Investment Sales in a banking environment is highly regulated and the advisor is expected to acquire and maintain a proficiency in the Bank’s and FINRA (Financial Industry Regulatory Authority) policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct...
Financial Advisor
All information provided by you will be reviewed carefully, but the receipt of an Advisor application or other information does not imply that you will be offered the opportunity to enter into a Financial Advisor/Agent Agreement with First Command. In the recruiting of Financial Advisors, First Comm...
Financial Advisor - Columbus Ohio and surrounding areas
Whether you’re a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you’re:. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals....
HFA Financial Advisor - Branch
Our Financial Advisors partner closely with branch staff to uncover client needs and offer most appropriate financial solutions for their short-term and long-term goals. Welcome to a career opportunity that allows you to impact the daily lives of clients and their families while building a successfu...