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Financial Strategist

1 month ago

Savannah, Georgia, United States gpac Full time

At GPAC, we're seeking a skilled Wealth Management Professional to join our team. As a key member of our organization, you'll be responsible for providing expert financial guidance to our clients, helping them achieve their long-term goals.



As a Wealth Management Professional, you'll have the opportunity to work with a diverse range of clients, each with unique financial needs and objectives. You'll be responsible for creating personalized financial plans, providing investment advice, and helping clients navigate the complexities of the financial market.



To be successful in this role, you'll need to possess a strong understanding of financial markets, investment products, and financial planning principles. You'll also need to be an excellent communicator, able to effectively articulate complex financial concepts to clients and colleagues alike.



We're looking for a motivated and results-driven individual who is passionate about delivering exceptional client service. If you're a Wealth Management Professional with a strong track record of success and a commitment to ongoing professional development, we'd love to hear from you.



Key Responsibilities:




  • Provide expert financial guidance to clients, including investment advice and financial planning
  • Develop and implement personalized financial plans for clients
  • Stay up-to-date with market trends and developments, and communicate this information to clients and colleagues
  • Collaborate with colleagues to deliver exceptional client service and achieve business objectives


Requirements:




  • Strong understanding of financial markets, investment products, and financial planning principles
  • Excellent communication and interpersonal skills
  • Ability to work effectively in a team environment
  • Strong analytical and problem-solving skills
  • Series 65, ChFC, or equivalent qualification


Benefits:




  • Payouts exceeding 65% for production
  • Comprehensive Health Benefits, 401k, PTO
  • Adaptable work hours
  • Support for parental leave
  • Assistance with professional development
  • Participation in a referral program
  • Options for remote, hybrid, or in-office work
  • Both W2 and 1099 arrangements, inclusive of bonus/commissions, and potential for employee ownership
  • No mandatory sales quota


We're an equal opportunities employer and welcome applications from all qualified candidates. Please submit your resume and a cover letter outlining your experience and qualifications for this role.