Wealth Management Advisor

3 weeks ago


Lake Forest, Illinois, United States gpac Full time

Job Summary:

We are seeking an experienced and knowledgeable financial professional to join our team at GPAC, a leading search firm specializing in placing quality professionals within multiple industries across the United States. As a financial planner, 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:

  • Meet with clients to collect information about their financial situations, objectives, risk tolerance, time horizons, etc.
  • Analyze clients' finances, identify issues and opportunities, and evaluate alternative courses of action
  • Develop and present comprehensive financial plans that include investment strategies, tax planning, asset allocation, risk management, retirement planning, estate planning strategies, and other components
  • Implement financial plans by recommending specific investment vehicles, insurance policies, etc.
  • Monitor clients' accounts and plans, recommending any necessary changes and ensuring continued progress toward goals
  • Stay current on financial planning regulations, legislation, and tax law changes

Requirements:

  • Bachelor's degree in finance, accounting, business, economics, or a related field
  • 3 years of experience in financial planning or analysis
  • CFP (Certified Financial Planner) designation preferred
  • Series 65 license or ability to attain
  • Excellent analytical, communication, and relationship-building skills
  • High attention to detail with ability to explain complex financial concepts simply

What We Offer:

A competitive salary and benefits package, as well as opportunities for career advancement in a supportive and stimulating environment. As part of our collaborative planning team, you will help clients achieve financial security and contribute to the growth and success of GPAC.



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