Investment Planning Professional
3 weeks ago
We are seeking an experienced and knowledgeable Financial Planning Expert to join our growing advisory firm, GPAC. As a key member of our team, you will work closely with clients to understand their financial situations and goals, and develop comprehensive financial plans to help them achieve those goals.
Key Responsibilities- Client Engagement: Meet with clients to collect information about their financial situations, objectives, risk tolerance, time horizons, etc.
- Financial Analysis: Analyze clients' finances, identify issues and opportunities, and evaluate alternative courses of action.
- Plan Development: Develop and present comprehensive financial plans that include investment strategies, tax planning, asset allocation, risk management, retirement planning, estate planning strategies, and other components.
- Plan Implementation: Implement financial plans by recommending specific investment vehicles, insurance policies, etc.
- Account Monitoring: Monitor clients' accounts and plans, recommending any necessary changes and ensuring continued progress toward goals.
- Industry Staying Current: Stay current on financial planning regulations, legislation, and tax law changes.
- Education: Bachelor's degree in finance, accounting, business, economics, or a related field.
- Experience: 3 years of experience in financial planning or analysis role.
- Certifications: CFP (Certified Financial Planner) designation preferred.
- Licenses: Series 65 license or ability to attain.
- Skills: Excellent analytical, communication, and relationship-building skills. High attention to detail with ability to explain complex financial concepts simply.
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.
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Financial Planning Specialist
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Middle Market Investment Manager
1 month ago
Lake Forest, Illinois, United States Wintrust Financial Full timeCompany OverviewWintrust is a prominent financial holding entity managing approximately $50 billion in assets and publicly traded on the NASDAQ: WTFC.Our Business ModelWe operate under the "HAVE IT ALL" philosophy, combining advanced technology and the extensive resources of a large banking institution while delivering personalized, service-oriented...
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Wealth Management Advisor
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Culinary Professional
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Wealth Management Advisor
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Schools Social Services Professional
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Director of Marketing Strategy
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Vascular Technician
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