Wealth Management Officer
gpac, a 30 year recruitment company, is partnered with a local company that is in search of a talented Wealth Management Officer! We seek out the best and the brightest in the industry to facilitate powerfully aligned placements that spur the growth and success of the firms and candidates with whom we partner.
Please reference the description below and if you meet the qualifications and requirements and are ready to make a change, please connect with Bethany directly with your application.
Wealth Management Officer
Location : Greater Columbia Area, South Carolina
Job Type : Full-time
We are a leading wealth management firm seeking an exceptionally skilled Wealth Manager to join our expanding team. You will be responsible for a portfolio of high-net-worth clients with $50M in investable assets.
Leveraging your expertise, you will provide highly customized strategies focused on preserving and growing substantial wealth.
Responsibilities
Manage an assigned book of 40 high net worth clients with $20-$500M AUM.
Develop tailored investment plans and risk management strategies.
Lead client review meetings to analyze financial objectives and risk tolerances.
Oversee 2-3 Wealth Associates, mentoring and evaluating performance
Qualifications
10 years of private wealth management experience required
CFP certification required; MBA highly desired
Series 7, 66, insurance licenses, and ongoing CE credit completion
Proven success managing 20M in client assets.
Experience with HNW clients, including business owners, executives, and complex trusts
Compensation
$100,000-$190,000 base salary
Bonus Potential
Benefits Package : Medical, Vision, Dental, AD&D ST / LT Dis
Incredible PTO, Potential for Flex Time
Our firm is dedicated to helping clients preserve and grow substantial wealth over generations. Join our mission-driven team, committed to highly customized client service and community engagement.
To apply, email your resume and cover letter to Bethany at
bethany.delahunt@gogpac.com
or connect with me at
203-548-9232
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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