Highly Experienced Wealth Strategist
1 month ago
At GPAC, a leading recruitment company with 30 years of experience, we are thrilled to partner with a well-established Financial Services firm. This exceptional opportunity is designed for a seasoned Sr. Wealth Advisor who thrives in building strong relationships with high-net-worth clients.
Key Responsibilities:
- BUILD AND MAINTAIN STRATEGIC PARTNERSHIPS WITH HIGH NET WORTH CLIENTS
- PROVIDE COMPREHENSIVE FINANCIAL PLANNING SERVICES TAILORED TO EACH CLIENT'S UNIQUE NEEDS
- ANALYZE CLIENTS' FINANCIAL SITUATIONS AND DEVELOP CUSTOMIZED STRATEGIES TO ACHIEVE THEIR WEALTH MANAGEMENT GOALS
- COLLABORATE WITH INTERNAL TEAMS TO ENSURE SEAMLESS EXECUTION OF INVESTMENT PLANS AND DELIVER EXCEPTIONAL CLIENT SERVICE
- STAY UP-TO-DATE WITH MARKET TRENDS, INVESTMENT VEHICLES, AND INDUSTRY REGULATIONS TO PROVIDE INFORMED FINANCIAL ADVICE
Essential Job Functions:
- UTILIZE EXCEPTIONAL INTERPERSONAL SKILLS TO FORGE LONG-LASTING RELATIONSHIPS WITH CLIENTS
- APPLY EXPERTISE IN FINANCIAL PLANNING TO CREATE PERSONALIZED STRATEGIES TAILORED TO EACH CLIENT'S UNIQUE NEEDS
- LEVERAGE ANALYSIS SKILLS TO ASSESS INVESTMENT OPPORTUNITIES AND OPTIMIZE PORTFOLIO PERFORMANCE
- Demonstrate Strong Communication Skills to Effectively Present Complex Financial Concepts to Clients
- Leverage Problem-Solving Abilities to Tackle Challenges and Provide Innovative Solutions to Exceed Client Expectations
Skills and Qualifications:
- Bachelor's Degree in Finance or Related Field
- CFP Designation with 5+ Years of Experience in the Financial Industry
- A Team Player Who Thrives in Collaborative Environments and Enjoys Direct and Personal Interactions with Clients
- Excellent Organizational and Time Management Skills
This role offers a competitive salary ranging from $125,000 to $150,000, generous health insurance coverage, dental and vision plans, and a comprehensive 401k package. We foster a culture of growth, teamwork, and internal promotions, allowing you to work alongside industry experts and expand your skillset.
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