Financial Planner
4 days ago
Yonkers, New York, United States
gpac
Full time
Unlock Your Potential as a Wealth AdvisorWe're seeking a talented and experienced Wealth Advisor to join our dynamic team at GPAC. As a key member of our team, you'll have the opportunity to work closely with clients, understanding their unique financial goals, and crafting personalized strategies to help them achieve success.
Key Responsibilities:
- Develop and maintain strong relationships with clients, providing personalized financial advice and guidance.
- Conduct thorough financial assessments to understand clients' current financial situations, goals, and risk tolerance.
- Design comprehensive financial plans that encompass investment strategies, retirement planning, estate planning, and more.
- Stay up-to-date on market trends, financial products, and industry regulations to provide clients with the most relevant and beneficial advice.
- Collaborate with other team members to deliver holistic wealth management solutions.
- Act as a trusted advisor, offering ongoing support and guidance to help clients navigate life's financial complexities.
Qualifications:
- Bachelor's degree in finance, business, economics, or a related field.
- Previous experience in financial planning, wealth management, or a related role.
- Strong understanding of investment principles, financial markets, and industry regulations.
- Excellent communication skills, with the ability to explain complex financial concepts in a clear and concise manner.
- Proven track record of building and maintaining client relationships.
- Relevant certifications such as CFP, CFA, or Series 7/63 licenses preferred.
Benefits:
- Competitive salary and bonus structure.
- Comprehensive benefits package.
- Opportunities for professional development and advancement within the company.
- A supportive and collaborative work environment.
If you're ready to take the next step in your career and join a dynamic team dedicated to helping clients achieve their financial goals, we want to hear from you. Please email your resume to us.