Wealth Advisor Our growing financial services firm is seeking an experienced Wealth Advisor to join our team. This position requires an existing book of business as you will be responsible for managing your own clients.
Responsibilities: Provide comprehensive financial planning and investment management for high net worth individuals Develop and maintain client relationships; identify new business opportunities with existing clients Create personalized investment strategies and financial plans based on clients' investment objectives, risk tolerance, time horizon and financial situation Regularly monitor client portfolios and financial plans; make adjustments as needed Prepare and present quarterly performance reviews for clients Stay current on financial markets, products and taxation changes Requirements: 5 years experience as a Wealth Manager Proven ability to develop and retain long-term client relationships CFP or other financial planning certification Series 7 and 66 (or equivalent) licenses Established book of business and client base (minimum $40M AUM) Proficiency with financial planning and portfolio management software Excellent communication and presentation abilities We offer a competitive compensation package including salary, bonus potential and benefits. Ongoing support with marketing, compliance and operations provided. Ideal for an experienced Wealth Advisor looking to leverage their existing book while getting support on back office functions and business development.
To be considered simply apply or email your resume directly to
,all qualified professionals will be contacted. 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.
