Financial Wealth Consultant
2 weeks ago
Wealth Management Consultant
*For consideration please submit your resume directly
gpac, a recruitment firm with three decades of experience, is collaborating with a reputable organization that is expanding and in search of high-achieving and driven Wealth and Trust Advisors to enhance their workforce.
This role presents a remarkable opportunity for individuals eager to progress their careers in finance while making a significant difference in the lives of clients. If you possess a passion for finance and a commitment to helping others thrive, this position is tailored for you.
Key Responsibilities:
Deliver comprehensive financial advisory services to clients.
Formulate and execute investment plans tailored to client requirements.
Continuously monitor and adjust client portfolios in response to market fluctuations.
Establish and nurture robust relationships with clients to ensure their financial aspirations are realized.
Core Duties:
Evaluate clients' financial circumstances and devise personalized strategies.
Stay informed about market dynamics and investment prospects.
Articulate complex financial ideas in a clear and accessible manner.
Collaborate closely with clients to support their journey towards financial stability and success.
Qualifications:
Minimum of 5 years of experience in wealth management.
- Demonstrated ability to cultivate and maintain long-term client relationships.
- Established client portfolio and business connections.
In-depth knowledge of investment strategies and financial planning methodologies.
Exceptional communication and interpersonal abilities.
- Possession of Series 7, 66, or 63/65 licenses.
- Certified Financial Planner (CFP) designation is preferred.
Ideally, candidates will possess a transferable client base or have a proven track record of generating significant results within their initial year with the firm.
All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.
GPAC (Growing People and Companies) is a distinguished search firm specializing in connecting quality professionals with various industries across the United States since 1990. We pride ourselves on being competitive, client-centric, and recognizing that our true value lies in delivering effective solutions at the right moment.
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