Financial Planner

1 month ago

Plymouth, United States gpac Full time

We are seeking an experienced, motivated financial planner to join our growing advisory firm. As a financial planner, you will be responsible for providing comprehensive financial planning and investment advisory services to clients.

Responsibilities:

- Meet with clients to understand their financial goals, risk tolerance, time horizons, and current financial situations

- Analyze clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives

- Develop and present comprehensive financial plans and investment portfolio recommendations

- Implement financial plans by selecting appropriate investment products and asset allocations

- Monitor client accounts and plans, update plans as needed, and ensure portfolios stay aligned with goals

- Provide education and advice on topics such as retirement planning, taxes, insurance, major purchases, college savings, and estate planning

- Stay current on financial planning best practices, market trends, and new products and solutions

Requirements:

- Bachelor's degree in finance, accounting, business, or economics required; CFP certification strongly preferred

- At least 5 years of experience in financial planning or wealth management

- Excellent analytical, interpersonal, and communication skills

- Willingness to take on fiduciary responsibility and commitment to ethical conduct

- Ability to work both independently and collaboratively in a fast-paced environment 

We provide a competitive salary and benefits along with ample growth opportunities. As a core member of our firm, you will have visibility with clients and a direct impact on their financial success. Please submit a resume to David.Johnson@gogpac.com. All qualified applicants will be considered.

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