Wealth Management Specialist

4 days ago


Fall River, Massachusetts, United States Gpac Full time
Wealth Advisor/Manager

Gpac, a 30+ years recruitment company, is partnered with a well-established, boutique wealth and trust management firm that is expanding their team and looking for a Trust Officer and Portfolio Managers to join their organization. This is an ideal opportunity for candidates who want to work in a smaller practice with a high-touch client-centric focus. Candidates will need to have some portable assets.

Key Responsibilities:

  • Maintain a diverse book of private wealth clients and serve as the relationship manager
  • Partner with clients' financial professionals to review estate planning, tax planning, and investment needs
  • Analyze client inquiries and provide appropriate solutions utilizing product and fiduciary knowledge
  • Implement the account's investment strategy and oversee long-term objectives
  • Consult with governing committees to administer accounts in accordance with guidelines, procedures, and regulations
  • Exercise fiduciary standard of care to act in the best interest of clients

Requirements:

  • 5+ years of experience as a financial advisor with HNW clients
  • Excellent oral and written communication skills
  • Organizational skills and ability to reprioritize workload
  • Experience with broker/dealer or registered investment advisor (RIA) firms
  • FINRA Series 7, 63 or 66
  • CPA, CFA a plus, but not required

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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