Current jobs related to Private Wealth Advisor - Fall River, Massachusetts - Gpac

  • Financial Services Coordinator

    1 week ago

    Fall River, Massachusetts, United States Coleman Financial Advisory Group LLC Full time

    Job OverviewWe are seeking a highly organized and detail-oriented Financial Services Assistant to join our team at Coleman Financial Advisory Group LLC. As a key member of our administrative staff, you will provide exceptional support to our financial advisors and clients.Key Responsibilities:Provide administrative support to financial advisors, including...

  • Senior Tax Strategist

    1 week ago

    Fall River, Massachusetts, United States Edward Jones Full time

    Unlock Your Potential as a Senior Tax StrategistAre you passionate about helping high net worth clients achieve their financial goals? Do you have a deep understanding of complex tax planning strategies? If so, we invite you to join our team at Edward Jones as a Senior Tax Strategist.About the RoleAs a Senior Tax Strategist, you will be responsible for...

  • Civil Engineer

    1 week ago

    Fall River, Massachusetts, United States WSP Full time

    About the RoleWe are seeking an Early Career Civil Engineer to join our team in Bristol, PA. As a Civil Engineer, you will be responsible for providing technical assistance for the design, development, and construction of infrastructure projects and systems in the public and private sector.Key ResponsibilitiesAssist with collecting, compiling, and analyzing...

  • Senior Wealth Advisor

    2 weeks ago

    River Forest, Illinois, United States Citigroup Inc Full time

    The Senior Wealth Advisor SAFE Act is a seasoned professional role that requires in-depth knowledge of financial planning and investment services. The ideal candidate will have a strong analytical mind, excellent communication skills, and the ability to work with clients to understand their financial goals and objectives.Key Responsibilities:* Build...

  • Head of Private Client Management

    2 weeks ago

    White River Junction, Vermont, United States MassMutual Full time

    Job DescriptionThe Opportunity:MassMutual Trust Company, a private wealth business, seeks a seasoned leader to drive growth and success in its private wealth and trust business. The ideal candidate will have a proven track record of strengthening client and advisor relationships, managing complex investments, and leading high-performing teams.The...

  • Head of Private Client Management

    2 weeks ago

    White River Junction, Vermont, United States MassMutual Full time

    Job DescriptionThe Opportunity:MassMutual Trust Company, a leading private wealth business, seeks an experienced leader to drive the growth and success of its private client management team. The ideal candidate will have a proven track record of strengthening client and advisor relationships, managing complex investments, and leading high-performing...

  • Wealth Management Consultant

    1 day ago

    New River, United States Edward Jones Full time

    Your passion. Our purpose. This could be powerful. Join a team where your expertise in wealth management can have a real impact on people's lives. Edward Jones is seeking a Wealth Management Consultant to provide comprehensive financial planning support for high net worth clients. This role involves partnering with senior planners and financial advisors to...

  • Senior Wealth Advisor SAFE Act

    2 weeks ago

    River Forest, Illinois, United States Citigroup Inc Full time

    Job SummaryThe Senior Wealth Advisor SAFE Act is a seasoned professional role at Citigroup Inc. This position requires a seasoned financial professional to manage high net worth clients and provide expert advice on financial planning and wealth management.Key ResponsibilitiesBuild relationships with new clients and deepen relationships with existing clients...

  • Senior Wealth Advisor SAFE Act

    1 week ago

    River Forest, Illinois, United States Citigroup Inc Full time

    Job DescriptionThe Senior Wealth Advisor SAFE Act is a seasoned professional role that requires a deep understanding of financial planning and investment strategies. As a key member of the Citigroup Inc team, you will be responsible for building relationships with new clients and deepening existing ones through the use of financial planning and excellent...

  • Senior Tax Strategist

    2 weeks ago

    New River, United States Edward Jones Full time

    Your passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...

  • Senior Tax Strategist

    6 days ago

    New River, United States Edward Jones Full time

    Your passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...

  • Wealth Management Associate

    1 month ago

    Toms River, New Jersey, United States Equitable Services Full time

    Unlock Your Potential with Equitable AdvisorsAt Equitable Advisors, we're dedicated to helping individuals build fulfilling futures through innovative solutions and a commitment to our clients. Our Retirement Benefits Group (RBG) is seeking a talented Financial Professional to join our team.About the RoleAs an RBG Financial Professional, you'll have a...

  • Wealth Management Associate

    1 month ago

    Toms River, New Jersey, United States Equitable Services Full time

    Unlock Your Potential with Equitable AdvisorsAt Equitable Advisors, we're committed to helping individuals build fulfilling futures through innovative solutions and a strong commitment to our clients. Our Retirement Benefits Group (RBG) is seeking a talented Financial Professional to join our team.About the RoleAs an RBG Financial Professional, you'll have a...

  • Senior Estate Strategist

    7 days ago

    New River, United States Edward Jones Full time

    Your passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...

  • Senior Estate Strategist

    1 week ago

    New River, United States Edward Jones Full time

    Your passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...

  • Senior Estate Strategist

    1 week ago

    New River, United States Edward Jones Full time

    Your passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...

  • Associate Financial Advisor

    3 weeks ago

    River Ridge, United States Edward Jones Full time

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...

  • Associate Financial Advisor

    1 month ago

    River Ridge, United States Edward Jones Full time

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...

  • Associate Financial Advisor

    1 month ago

    River Ridge, United States Edward Jones Full time

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...

  • RN - Registered Nurse - Case Manager

    8 hours ago

    Fall River, United States CoreMedical Group Full time

    Job Details Client in MA seeking LPNT Rehab (Knight) - Travel: RN Case Manager - Charlton Memorial Hosp ARU - Fall River, MA (RN) to work 08:00-16:30 You'll be surprised how much Massachusetts has to offer in so small a state - great beaches, outdoor fun, fresh-caught seafood, major-league sports, and a wealth of cultural activities.If your idea of a...

  • RN - Registered Nurse - Operating Room

    1 month ago

    Fall River, United States CoreMedical Group Full time

    Job Details Client in MA seeking Operating Room Registered Nurse (RN) to work 7:00 AM - 3:30 PM You'll be surprised how much Massachusetts has to offer in so small a state - great beaches, outdoor fun, fresh-caught seafood, major-league sports, and a wealth of cultural activities.If your idea of a perfect getaway is to head straight to the shore, you'll...

  • RN - Registered Nurse - Endoscopy

    3 weeks ago

    Fall River, United States CoreMedical Group Full time

    Job Details Client in MA seeking Endoscopy Registered Nurse Days - Fall River, MA (RN) to work 7:00 AM - 3:30 PM You'll be surprised how much Massachusetts has to offer in so small a state - great beaches, outdoor fun, fresh-caught seafood, major-league sports, and a wealth of cultural activities.If your idea of a perfect getaway is to head straight to the...

  • PT - Physical Therapist - Inpatient Rehab/Hospital

    3 days ago

    Fall River, United States CoreMedical Group Full time

    Job Details Client in MA seeking Allied Health Physical Therapist (PT) to work flexible You'll be surprised how much Massachusetts has to offer in so small a state - great beaches, outdoor fun, fresh-caught seafood, major-league sports, and a wealth of cultural activities.If your idea of a perfect getaway is to head straight to the shore, you'll find some...

Private Wealth Advisor

2 months ago

Fall River, Massachusetts, United States Gpac Full time
About the Role

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 maintaining a diverse book of private wealth clients and serving as the primary relationship manager.

Key Responsibilities:

  • Maintain a diverse book of private wealth clients and serve as the primary 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 high net worth 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

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 best solutions at the right time.