Seeking a Financial Planner to join our team and provide expert financial guidance and planning services to our clients.

Key Responsibilities:

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• Develop comprehensive financial plans tailored to individual client needs.
• Conduct in-depth financial assessments and risk analysis.
• Provide advice on investments, insurance, retirement planning, and estate planning.
• Maintain and update client financial records and plans regularly.
• Stay current with financial regulations and market trends.
• Build and maintain strong relationships with clients, ensuring their long-term financial success.
• Collaborate with internal teams to deliver exceptional service and solutions.

Qualifications:

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• Proven experience as a financial planner or advisor.
• Strong understanding of financial planning principles and investment strategies.
• Excellent communication and interpersonal skills.
• Ability to analyze and interpret financial data.
• Certified Financial Planner (CFP) designation is preferred.
• Bachelor’s degree in Finance, Economics, or a related field.

Benefits:

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• Competitive compensation package.
• Opportunities for professional growth and career advancement.
• Comprehensive benefits package including health, dental, and vision insurance.
• Supportive and collaborative work environment.

If you are a proactive and results-oriented professional looking for a new challenge, we would love to hear from you. Please email your resume and cover letter to shea.sweetland@gogpac.com for more information.

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.