The Certified Financial Planner position offers a competitive pay structure, 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 Series 66
- Self-starter and strong business development mentality to work independently
- Must have a proven track record
- Must be able to bring book of at least 25mm that is portable and it would need to be in fees. 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
For additional information on this opportunity contact Josh Smith directly at 386-267-2039. Resumes may be confidentially sent to [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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