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 telephone 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 [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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