Wealth Planner

Gpac, a 30+ years recruitment company, is partnered with a well-established company in the Wealth Management sector! Our client, a locally owned Private Wealth firm, is seeking an experienced Wealth Planner to join their team!

Opportunity :

Core team members will gain valuable experience in a collaborative and flexible environment. Other benefits and opportunities related to this position include :

• Working in an environment that encourages professional development and embraces new ideas
• Drafting financial plans with few conflicting demands
• Being an integral part of a growing team and having a flexible schedule
• Working with a variety of clients with complex financial needs

Responsibilities :

• Articulate the value of financial plans and financial planning effectively
• Sell financial plans and oversee the process of collecting payment
• Conduct purposeful and inspiring planning meetings with clients
• Proactively communicate with clients throughout the planning process
• Collaborate professionally with client’s advisors and our virtual family office partners
• Create thorough Financial Plans using the team’s financial planning software (RightCapital or MoneyGuide Pro), as well as Microsoft Word and Excel.
• Condense all recommendations from the financial plans into concise action plans for the client and the Wealth Manager.
• Review completed plans with the Wealth Manager and Wealth Advisor before client presentations.
• Share ideas for improving planning templates, processes, and resources for consideration
• Use CRM and client folders judiciously to document recommendations, decisions, and future actions.
• Contribute to client acquisition by identifying opportunities for introductions and providing introductions to the Wealth Advisor, Retirement Plan Advisor, or Business Advisor.
• Participate in occasional client events.
• Participate in identifying, qualifying, and evaluating current and potential virtual family office partners.
• Participate in and assist the Business and Family Office Advisor in planning and leading productive Family Office meetings.

Skills & Qualifications :

• Bachelor’s Degree and completion of CFP® coursework and current ability to use designation
• Series 7 & 66 (or 63 and 65) (not required)
• Life, Accident, and Health Insurance License (not required)
• Two years of client-facing financial planning experience
• Proven ability to cultivate and sustain client relationships
• Proficient in all aspects of financial planning
• Passionate about holistic financial planning and client service with a commitment to personal growth and adaptability
• Excellent communication skills (verbal, written, and listening); adept at expressing complex ideas simply
• Ability to build rapport with clients, demonstrate empathy, and deliver professional recommendations, even in challenging situations
• Diligent in using CRM to document conversations and actions
• Highly proficient in RightCapital and MoneyGuide Pro or quick to become proficient
• Extensive experience with computers and Microsoft Office applications, especially Word, Excel, and Outlook
• Collaborative team player, capable of working well with employees at all levels
• Meticulous, detail-oriented, committed to excellence, personally accountable, proactive, and flexible

Compensation & Benefits :

• Competitive salary based on experience with bonus opportunities linked to team growth Support for professional accreditation / continuing education requirements and other educational / training opportunities
• Semi-Flexible work options
• Comprehensive coverage of employee medical, dental, and vision premiums
• 401(k) Plan with 100% match up to 6% plus Profit-Sharing

Apply now! Email cover letter and resume to [email protected]. This is an amazing opportunity for professionals looking to further their career in the financial services industry and work for a reputable company that truly values its employees.

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.