What are the responsibilities and job description for the Wealth Advisor position at gpac?
ATTENTION WEALTH ADVISORS
Are you passionate about making a difference in people's lives through financial empowerment? We're seeking a talented and experienced Wealth Advisor! You'll have the opportunity to work closely with clients, understanding their unique financial goals, and crafting personalized strategies to help them achieve success.
Key Responsibilities
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.
(682) 688-6026
Are you passionate about making a difference in people's lives through financial empowerment? We're seeking a talented and experienced Wealth Advisor! You'll have the opportunity to work closely with clients, understanding their unique financial goals, and crafting personalized strategies to help them achieve success.
Key Responsibilities
- Develop and maintain strong relationships with clients, providing personalized financial advice and guidance.
- Conduct thorough financial assessments to understand clients' current financial situations, goals, and risk tolerance, utilizing your expertise as a Wealth Advisor.
- Design comprehensive financial plans that encompass investment strategies, retirement planning, estate planning, and more, showcasing your skills as a Wealth Advisor.
- Stay up-to-date on market trends, financial products, and industry regulations to provide clients with the most relevant and beneficial advice as a Wealth Advisor.
- Collaborate with other team members, including portfolio managers, analysts, and support staff, to deliver holistic wealth management solutions, leveraging your expertise in the Financial Industry.
- Act as a trusted advisor, offering ongoing support and guidance to help clients navigate life's financial complexities, drawing upon your experience as a Wealth Advisor.
- Bachelor's degree in finance, business, economics, or a related field.
- Previous experience in financial planning, wealth management, or a related role as a Wealth Advisor.
- Strong understanding of investment principles, financial markets, and industry regulations, showcasing your expertise as a Wealth Advisor.
- Excellent communication skills, with the ability to explain complex financial concepts in a clear and concise manner as a Wealth Advisor.
- Proven track record of building and maintaining client relationships as a Wealth Advisor.
- Relevant certifications such as CFP, CFA, or Series 7/63 licenses preferred
- Competitive salary and bonus structure.
- Comprehensive benefits package
- Opportunities for professional development and advancement within the company.
- A supportive and collaborative work environment where your contributions as a Wealth Advisor are valued and recognized.
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.
(682) 688-6026
Salary : $150,000 - $300,000
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