Financial Advisor
7 days ago
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 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 CFP certification is preferred, but not required.
The company provides a range of support services, including:
- Professional Development: E&O insurance, technology, hardware, operations, and license fees/CE.
- Investment Management: Investment management, PR & marketing, para-planning, transferring business, philanthropic advisory, and tax preparation.
To be considered for this role, you should have:
- A CFP certification (preferred)
- Series 7 & 66 licenses
- A bachelor's degree
- A portable book with a minimum value of 10M, transferable within 6 months
Gpac is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are committed to delivering the right solutions at the right time.
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