Financial Planner

4 days ago

Yonkers, New York, United States gpac Full time
Unlock Your Potential as a Wealth Advisor

We'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.