Wealth Advisor

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Job description

Wealth Advisor

gpac, a 30 year recruitment company, is thrilled to partner with a well-established company in the exciting world of Financial Services.

Being a Wealth Advisor doesn't just mean you bring professional investment advice to the table, you become a part of the client's financial future. These relationships can span generations impacting people for decades to come. Advisors don't just advise, they listen and care to individuals' hopes and dreams and help them get there.

We are seeking a talented and experienced Wealth Advisor to join our client's team. If you're ready to take your financial career to new heights and make a significant impact on people's lives, this amazing opportunity is just for you!

Wealth Advisor Responsibilities:

• Analyze clients' financial situations and develop customized strategies to help them achieve their wealth management goals
• Collaborate with internal teams to ensure seamless execution of investment plans and deliver exceptional client service
• Build and maintain strong relationships with high net-worth clients and provide comprehensive financial planning services
• Stay up-to-date with market trends, investment vehicles, and industry regulations to provide informed financial advice
• Drive business growth by expanding client base through networking and proactive business development efforts

Wealth Advisor Essential Job Functions:

• Utilize your exceptional interpersonal skills to forge long-lasting relationships with clients
• Apply your expertise in financial planning to create personalized strategies tailored to each client's unique needs
• Leverage your aptitude for analysis to assess investment opportunities and optimize portfolio performance
• Demonstrate your strong communication skills to effectively present complex financial concepts to clients in a clear and concise manner
• Leverage your problem-solving abilities to tackle challenges and provide innovative solutions to exceed client expectations

Skills:

• CFP, CPWA, CFTA, or CFA designation- 5 years of experience in the financial industry (PREFERRED)
• Bachelor's Degree in Finance or related field
• Book of business in the local area, even better if some of it is portable with you!
• A team player who thrives in collaborative environments- Enjoys direct and personal interactions with clients
• Excellent organizational and time management skills

This company prides itself in having a great work culture and top-notch benefits. Not to mention a generous salary and incentives.

Reach out if you'd like to learn more!

Karen Smith- Email me at: or call me at

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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