Investment Planning Expert

6 days ago


Providence, Rhode Island, United States gpac Full time
Job Summary

We are seeking a highly skilled and experienced Wealth Advisor to join our team at gpac. As a Wealth Advisor, you will be responsible for providing comprehensive financial planning services to clients, developing and implementing investment strategies, and building strong relationships with clients to ensure their financial goals are met.

Key Responsibilities
  • Provide financial planning services to clients, including analyzing their financial situations and creating customized plans.
  • Develop and implement investment strategies based on client needs, monitoring and adjusting client portfolios as market conditions change.
  • Build and maintain strong relationships with clients to ensure their financial goals are met.
  • Stay up-to-date on market trends and investment opportunities, communicating complex financial concepts in an easy-to-understand way.
  • Work closely with clients to help them achieve financial security and success.
Requirements
  • 5 years of experience in wealth management.
  • Proven ability to develop and retain long-term client relationships.
  • Established book of business and client base.
  • Strong knowledge of investment strategies and financial planning.
  • Excellent communication and interpersonal skills.
  • Series 7, 66 or 63/65 certification.
  • Certified Financial Planner (CFP) certification preferred.
About gpac

gpac is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States. 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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