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Financial Advisor

1 month ago

Sanford, United States Gpac Full time
Job Title: Financial Advisor

We are seeking an experienced Financial Advisor to join our team at GPAC. As a Financial Advisor, you will be responsible for providing expert financial guidance to high net worth individuals and families.

About the Role:

This is a unique opportunity to work with a reputable and award-winning search firm specializing in placing quality professionals within multiple industries across the United States. Our team is dedicated to delivering exceptional results and building long-term relationships with our clients.

Key Responsibilities:
  • Provide expert financial guidance to high net worth individuals and families
  • Develop and implement personalized financial plans to meet the unique needs of each client
  • Build and maintain strong relationships with clients to ensure their ongoing financial success
  • Stay up-to-date with industry trends and developments to provide the best possible advice to clients
Requirements:
  • 4+ years of experience in an RIA/Boutique firm
  • 4+ years of experience with HNW/UHNW clients
  • FINRA license 6, 7, 63, 66 (or 65) and L&H Required
  • Managing a transferable book of business with a min of $20M in AUM
  • Competitive yet collaborative personality
  • Clean U4/U5
  • Wants to work remotely (however, local office(s) can be arranged if the advisor does not want to work on a remote basis)
Benefits:
  • Salary Range- $100,000+ per year depending on the advisor's current AUM
  • Marketing for your brand
  • Adaptable work hours
  • Assistance with professional development
  • Participation in a referral program
  • Options for remote, hybrid, or in-office work
  • No mandatory sales quota
  • Exercise control over your portfolio using your methods, while benefiting from our available tools and supportive team
Personal Qualities:
  • Team-oriented with high integrity with an ability to work with teams located all over the country
  • Self-starter, with ability to follow direction, offer perspective on new initiatives and multi-task
  • Detail focused with excellent organizational skills and the ability to deliver quality work with a high degree of accuracy
  • Strong customer service and relationship building skills
  • Strong written and oral communication skills
  • Willing to contribute at any level with key stakeholders

All discussions and resumes sent regarding this Financial Advisor position are confidential. Apply here or send resumes to tamara.washington@gogpac.com for immediate consideration.

All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.

GPAC (Growing People and Companies) 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.