Financial Advisor

1 week ago


Wilmington, Delaware, United States gpac Full time

gpac, a recruitment company with over 30 years of experience, is partnered with a rapidly growing RIA in the Delaware area. We are seeking a skilled wealth management professional to join their team.

This company is known for providing exceptional client experiences, achieving outstanding results, and fostering the collective growth of their team and company.

As a wealth management professional, you will have the opportunity to support advisors with large books, leveraging a full platform and back office. You will also have the chance to continue building your client base and work in a collaborative and energetic environment.

The ideal candidate will have:

  • Actively solicited new and existing financial planning and investments solutions from business owner, retiree, executive, and young professional client segments.
  • Collaborated with the Financial Advisory team to create recommendations for customized financial solutions to current and potential customers.
  • Increased assets under management by offering planning and investment solutions to clients and leveraging partnerships with centers of influence and current clients.
  • Maintained and built referral channels and developed strong partnerships to ensure investment needs of current and potential customers in assigned markets and/or branches were met or exceeded.
  • Followed the firm's process of regularly meeting with clients to make adjustments to strategies based on their current situation and goals.
  • Met or exceeded established sales goals for assigned markets, while meeting individual client needs and complying with pertinent policies and regulations.

The company offers ongoing support with marketing, compliance, and operations. This is an ideal opportunity for an experienced to mid-level Wealth Planner/Advisor looking to leverage their existing book while getting support on back-office functions and business development.

gpac is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused, and realize that our value is in our ability to deliver the right solutions at the right time.


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