Wealth Advisor MD

2 weeks ago

oakland, United States GPAC Full time

We are seeking a productive, focused, wealth advisor passionate about helping others build wealth to join a local bank's wealth and trust team.

SALARIED POSITION with commissions, Hybrid and Remote options considered for the right advisor.

Position Responsibilities: 

- Solicit new and existing financial planning and investments solutions from business owners, retiree, executive and young professional client segment

- Boosts assets under management by delivering planning and investment solutions to clients and utilizing partnerships with influential networks and existing clients.

- Cultivates and strengthens referral networks, developing solid partnerships to ensure that the investment needs of both current and prospective customers in the assigned market and/or branches are met or surpassed.

- Meets or exceeds established sales goals for assigned market, while meeting individual client needs and complying with pertinent policies and regulations.

Position requirements: 

- Series 7, 66 or 63/65

- 5 years of experience in wealth management 

- Certified Financial Planner (CFP) certification a plus

- Proven ability to develop and retain long-term client relationships  

For consideration, email your resume directly to

bethany.delahunt@gogpac.com

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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