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Senior Financial Advisor

1 month ago

Charlotte, North Carolina, United States gpac Full time
Unlock Your Potential as a Senior Financial Advisor

Are you a seasoned financial professional seeking a new challenge? Do you value a culture that prioritizes integrity and client fiduciary responsibilities? Look no further

We're a unique firm that puts culture ahead of profit, believing that our clients are best served by transparent professionals. If you have a strong book of business and a FINRA 7 and 65, we'd love to discuss this exciting opportunity.

What We Offer:

  • A generous payout plan and the ability to own your own book of customers
  • Breakaway and transition assistance to make your move seamless
  • Plug-in-play resources, including computers, phones, and software platform
  • The ability to set up your own LLC, deducting expenses like client entertainment and a company vehicle
  • A continuity agreement providing for an independent valuation of your book's value
  • Decades of experience guiding high and ultra-high net worth individuals and families

We're an award-winning search firm, GPAC, specializing in placing quality professionals across the United States since 1990. We're client-focused and committed to delivering the right solutions at the right time.

We're an equal opportunity employer, committed to considering all qualified applicants without regard to race, age, color, sex, religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other protected status.