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Advisory CFP Position

2 months ago

Hartford, Connecticut, United States Gpac Full time

Grow Your Career with GPAC

Gpac is pleased to represent a growing advisory firm with a remote opportunity for CFP Advisors/Planners to join their team, offering a competitive base salary, comprehensive benefits, and a performance-based payout ranging from 35-85%.

The salary is commensurate with the size of existing book, with a starting point of $70,000 for a 10M portfolio and $110,000 for a 20M portfolio. A Certified Financial Planner (CFP) certification is preferred.

Company Benefits:

  • Professional Development: The company provides E&O insurance ($2400 annually), technology support ($8160 annually), and a hardware budget ($3600 annually).
  • Operational Support: The company offers operations support, license fees, and continuing education (CE) opportunities.
  • Client Engagement: The company provides client event support and investment management services.

Company Support Services:

  • Investment Management: The company offers investment management services, including portfolio analysis and asset allocation.
  • Marketing and Public Relations: The company provides PR and marketing support to help advisors grow their business.
  • Para-Planning: The company offers para-planning services to help advisors with client planning and implementation.
  • Business Transition: The company provides support for advisors looking to transition their business.
  • Philanthropic Advisory: The company offers philanthropic advisory services to help advisors and their clients make a positive impact.
  • Tax Preparation: The company provides tax preparation services to help advisors and their clients navigate tax laws and regulations.

Qualifications:

  • CFP Certification: A CFP certification is preferred, but not required.
  • Professional Licenses: Series 7 and 66 licenses are required.
  • Education: A bachelor's degree is required.
  • Portfolio Size: A minimum of 10M in portfolio size is required, with the ability to transfer the book within 6 months.