Financial Planning Expert

21 hours ago


New London, Connecticut, United States gpac Full time
{"title": "Wealth Advisor Opportunity", "description": "

GPAC is excited to partner with a well-established bank in the local area to find a talented and experienced Wealth Advisor to join their team. This is a unique opportunity to make a significant impact on people's lives and take your financial career to new heights.

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 exceptional interpersonal skills to forge long-lasting relationships with clients.
  • Apply expertise in financial planning to create personalized strategies tailored to each client's unique needs.
  • Leverage aptitude for analysis to assess investment opportunities and optimize portfolio performance.
  • Demonstrate strong communication skills to effectively present complex financial concepts to clients in a clear and concise manner.
  • Leverage problem-solving abilities to tackle challenges and provide innovative solutions to exceed client expectations.

Requirements:

  • Bachelor's Degree in Finance or related field.
  • CFP (Certified Financial Planner) designation.

This company fosters 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, generous health insurance coverage, dental and vision plans, and a competitive 401k package.

GPAC 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.

", "company": "GPAC"}
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