Are you a skilled and knowledgeable Investment Advisor seeking a new opportunity to showcase your expertise in financial planning and wealth management?
We are currently looking for talented candidates to join our client, a reputable financial services firm, as an Investment Advisor.
If you have a passion for helping clients achieve their financial goals and a strong track record of success in the investment advisory field, we want to hear from you.
Position Overview :
As an Investment Advisor, you will be responsible for providing personalized investment advice and financial planning services to clients.
Your role will involve assessing clients' financial goals, risk tolerance, and investment preferences to develop tailored strategies that align with their objectives.
You will collaborate closely with clients to build trust, provide guidance, and help them navigate the complexities of the financial markets.
Key Responsibilities :
- Client Relationship Management : Build and maintain strong relationships with clients, understanding their financial needs and objectives to deliver customized investment solutions.
- Financial Planning : Conduct comprehensive financial analyses, develop investment plans, and provide ongoing guidance to help clients achieve their financial goals.
- Portfolio Management : Monitor and review client portfolios, make investment recommendations, and adjust strategies based on market conditions and client preferences.
- Risk Management : Assess clients' risk tolerance and investment profiles to create diversified portfolios that align with their risk preferences and financial objectives.
- Compliance : Ensure compliance with regulatory requirements, industry standards, and ethical guidelines in all client interactions and investment recommendations.
- Business Development : Identify opportunities to grow and expand the client base through networking, referrals, and proactive outreach efforts.
Qualifications :
- Experience : Minimum of 3 years of experience as an Investment Advisor or in a similar role within the financial services industry.
- Education : Bachelor’s degree in Finance, Economics, Business, or a related field required; relevant certifications (e.
g., CFP, CFA) are a plus.
Licensing : Active Series 7 and Series 66 or Series 65 licenses required; additional licenses may be preferred.
Skills :
- Strong knowledge of investment products, financial planning, and wealth management strategies.
- Excellent communication and interpersonal skills, with the ability to build trust and rapport with clients.
- Analytical and problem-solving abilities, with a keen eye for detail and accuracy.
- Proficient in financial planning software, CRM systems, and investment analysis tools.
- Ability to work independently, manage multiple client relationships, and meet client needs effectively.
What We Offer :
- Competitive salary and commission structure.
- Comprehensive benefits package, including health, dental, and retirement plans.
- Professional development and training opportunities.
- Supportive and collaborative work environment.
How to Apply :
If you are an experienced Investment Advisor ready to take the next step in your career and make a positive impact for clients, we encourage you to apply for this exciting opportunity.
Please submit your resume and a cover letter detailing your relevant experience and accomplishments to crystal.fryersgogpac.
We look forward to connecting you with our client for this position.
Join Our Talent Pool :
Position yourself for rewarding opportunities in the financial services industry by joining our talent pool. We are dedicated to helping you achieve your career goals and succeed in your professional journey.
Gpac is an equal opportunity employer. We value diversity and are committed to creating an inclusive and supportive workplace for all candidates.
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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