What are the responsibilities and job description for the Wealth Advisor position at gpac?
Position Overview: We are currently seeking a dynamic and experienced Wealth Advisor to join our team. The ideal candidate will be a motivated leader with a passion for coaching and guiding sales teams to success. Reporting directly to senior Sales leadership, the Wealth Advisor will play a critical role in driving our sales initiatives forward and ensuring the achievement of sales targets.
Responsibilities
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.
Responsibilities
- Lead and motivate the sales and acquisition teams to achieve all sales goals.
- Provide coaching, mentorship, and guidance to team members.
- Develop and execute strategic plans to meet sales objectives.
- Assign territories and quotas to sales representatives.
- Evaluate market trends and identify new client opportunities.
- Collaborate with senior leadership to refine sales strategies and goals.
- Maintain a customer-focused approach and address customer needs.
- Resolve any customer complaints or operational issues.
- Bachelor's degree in Business Administration or related field preferred.
- Minimum of three years of direct financial planning experience required.
- Proficiency in CRM systems and Microsoft Office Suite.
- Strong leadership, communication, and negotiation skills.
- Ability to work collaboratively in a fast-paced environment.
- Unlimited earning potential
- 401K with a 6% Match
- W2 FICA 7.5%
- Sponsorship of licensing and designations
- Group Health, Dental, Vision, Life, and Long-Term Disability
- Access to online proprietary, economic-based financial planning tool
- National recognition and rewards including business conferences and incentive trips
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.
Salary : $70,000 - $120,000
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