Current jobs related to Wealth Planner - Roanoke - gpac

Gpac, a 30+ years recruitment company, is partnered with a well-established company in the Wealth Management sector Our client, a locally owned Private Wealth firm, is seeking an experienced Wealth Planner to join their team

Opportunity:

Core team members will gain valuable experience in a collaborative and flexible environment. Other benefits and opportunities related to this position include:

· Working in an environment that encourages professional development and embraces new ideas

· Drafting financial plans with few conflicting demands

· Being an integral part of a growing team and having a flexible schedule

· Working with a variety of clients with complex financial needs

Responsibilities:

· Articulate the value of financial plans and financial planning effectively

· Sell financial plans and oversee the process of collecting payment

· Conduct purposeful and inspiring planning meetings with clients

· Proactively communicate with clients throughout the planning process

· Collaborate professionally with client’s advisors and our virtual family office partners

· Create thorough Financial Plans using the team’s financial planning software (RightCapital or MoneyGuide Pro), as well as Microsoft Word and Excel.

· Condense all recommendations from the financial plans into concise action plans for the client and the Wealth Manager.

· Review completed plans with the Wealth Manager and Wealth Advisor before client presentations.

· Share ideas for improving planning templates, processes, and resources for consideration

· Use CRM and client folders judiciously to document recommendations, decisions, and future actions.

· Contribute to client acquisition by identifying opportunities for introductions and providing introductions to the Wealth Advisor, Retirement Plan Advisor, or Business Advisor.

· Participate in occasional client events.

· Participate in identifying, qualifying, and evaluating current and potential virtual family office partners.

· Participate in and assist the Business and Family Office Advisor in planning and leading productive Family Office meetings.

Skills & Qualifications:

· Bachelor’s Degree and completion of CFP® coursework and current ability to use designation

· Series 7 & 66 (or 63 and 65) (not required)

· Life, Accident, and Health Insurance License (not required)

· Two years of client-facing financial planning experience

· Proven ability to cultivate and sustain client relationships

· Proficient in all aspects of financial planning

· Passionate about holistic financial planning and client service with a commitment to personal growth and adaptability

· Excellent communication skills (verbal, written, and listening); adept at expressing complex ideas simply

· Ability to build rapport with clients, demonstrate empathy, and deliver professional recommendations, even in challenging situations

· Diligent in using CRM to document conversations and actions

· Highly proficient in RightCapital and MoneyGuide Pro or quick to become proficient

· Extensive experience with computers and Microsoft Office applications, especially Word, Excel, and Outlook

· Collaborative team player, capable of working well with employees at all levels

· Meticulous, detail-oriented, committed to excellence, personally accountable, proactive, and flexible

Compensation & Benefits:

· Competitive salary based on experience with bonus opportunities linked to team growth Support for professional accreditation/continuing education requirements and other educational/training opportunities

· Semi-Flexible work options

· Comprehensive coverage of employee medical, dental, and vision premiums

· 401(k) Plan with 100% match up to 6% plus Profit-Sharing 

Apply now Email cover letter and resume to esther.holtzclaw@gogpac.com. This is an amazing opportunity for professionals looking to further their career in the financial services industry and work for a reputable company that truly values its employees.