Senior Financial Services Professional
3 days ago
The Financial Planner position offers a competitive salary, a full range of benefits, and a management team who believes in and invests in their people. If you are a Financial Planner looking for an opportunity to join an organization that offers a professional environment for you to operate independently while still offering the support staff to focus on your clients, this opportunity is for you.
Requirements:- 3 years of experience in financial services
- Bachelor's degree in Business, Accounting, or Finance or relevant field preferred
- Certified Financial Planner, Series 65, or willingness to acquire
- Self-starter and strong business development mentality to work independently
- Must have a proven track record
- Reliable
- Goal-oriented
- Self-directed
- Collaborative/Team-oriented
- Financial industry knowledge - investment, risk management concepts and terminology, basic statistics/portfolio theory
- Strong analytical skills
- Comfortable making presentations and telephone conversations
- Passion for the customer experience and being part of a team
- Dedicated to pursuing a career in the financial services industry
At GPAC, we are committed to providing our clients with the best possible service. We are 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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