Senior Wealth Advisor

2 weeks ago

Appleton, Wisconsin, United States gpac Full time

gpac, a 30+ year recruitment company, is thrilled to partner with a well-established company in the exciting world of Financial Services. We are seeking a talented and experienced Sr. Wealth Advisor to join our client's tight-knit 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

Responsibilities:

  • Build and maintain strong relationships with high
  • net-worth clients and provide comprehensive financial planning services
  • 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
  • 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

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:

  • Bachelor's Degree in Finance or related field
  • CFP (Certified Financial Planner) designation- 5+ years of experience in the financial industry
  • A team player who thrives in collaborative environments- Enjoys direct and personal interactions with clients
  • Excellent organizational and time management skills

This company foster a culture of growth, teamwork, and internal promotions. You'll have the opportunity to work alongside industry experts, expand your skillset, and advance your career. We offer competitive compensation ranging from $125,000 to $150,000+, generous health insurance coverage, dental and vision plans, and a competitive 401k package.

For additional information on this opportunity, please contact JJ directly at Resumes may be confidentially sent to

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