Financial Advisor

7 days 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 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.


  • Financial Advisor

    7 days ago


    West Hartford, Connecticut, United States Baystate Financial Full time

    Job OverviewAt Baystate Financial, we're seeking a highly motivated and detail-oriented Financial Advisor to join our team. As a Financial Advisor, you will be responsible for providing comprehensive financial planning services to our clients, helping them achieve their financial goals and objectives.Key Responsibilities:Client Acquisition & Marketing:...


  • Hartford, Connecticut, United States Covr Financial Technologies Full time

    Job SummaryCovr Financial Technologies is seeking a highly motivated and results-driven Business Development Representative to join our team. As a Business Development Representative, you will be responsible for making outbound calls to financial advisors with the goal of scheduling or completing demos of our digital insurance platform and finding...


  • Hartford, Connecticut, United States Transcend Practice Management Full time

    Job OverviewWe are seeking a highly skilled and experienced Senior Financial Advisor to join our team at Transcend Practice Management. As a key member of our financial services team, you will be responsible for providing expert financial planning and advisory services to our clients. This is a unique opportunity to work with a dynamic and growing firm, and...


  • Hartford, Connecticut, United States SNI Financial Full time

    Job Opportunity at SNI FinancialWe are seeking a highly skilled and experienced Senior Financial Advisor to join our team at SNI Financial. As a leading Financial Advisory firm, we offer a dynamic and challenging work environment that fosters growth and development.Key Responsibilities:Provide expert financial planning and advisory services to high-profile...


  • Hartford, Connecticut, United States Raymond James Financial Services Full time

    Job Title: Client Service AssociateAt Raymond James Financial Services, we are seeking a highly motivated and detail-oriented Client Service Associate to join our team. This role is a critical part of our operations, providing high-quality administrative support to our Financial Advisors and clients.Key Responsibilities:Provide exceptional customer service...


  • Hartford, Connecticut, United States Raymond James Financial Services Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Client Service Associate to join our growing team at Raymond James Financial Services. As a key member of our team, you will provide high-quality administrative support to our Financial Advisors and their clients.Key ResponsibilitiesProvide exceptional customer service to clients and...


  • Hartford, Connecticut, United States Gpac Full time

    **About GPAC**Growing People and Companies (GPAC) is a reputable search firm specializing in placing top professionals within various industries across the United States since 1990. We pride ourselves on being extremely competitive, client-focused, and dedicated to delivering tailored solutions at the right time.**Job Opportunity**We are pleased to represent...

  • Investment Advisor

    4 weeks ago


    Hartford, Connecticut, United States Lifetime Recruiting Strategies Full time

    About the RoleWe are seeking a seasoned sales professional to join our team as a Financial Services Professional. As a Financial Services Professional, you will be responsible for building and maintaining relationships with clients, analyzing their financial needs, and providing tailored investment solutions.Key ResponsibilitiesAnalyze investment...


  • Hartford, Connecticut, United States Lifetime Recruiting Strategies Full time

    Unlock Your Financial PotentialWe are seeking a seasoned sales professional to join our team at Lifetime Recruiting Strategies as a Financial Advisor. As a Financial Advisor, you will have the opportunity to combine your personal skills with the resources of a major global company to help clients achieve their financial goals.About the Role:As a Financial...


  • Hartford, Connecticut, United States Transcend Practice Management Full time

    Lead Financial Advisor OpportunityWe are a holistic financial services firm based in southern New England, offering a wide range of financial planning solutions. Our firm is built on core values that drive our success, and we are seeking a talented individual to join our team as a Lead Financial Advisor.Key Responsibilities:Lead client meetings to understand...


  • Hartford, Connecticut, United States Transcend Practice Management Full time

    Job OverviewWe are seeking a highly skilled Senior Financial Advisor to join our team at Transcend Practice Management. As a key member of our financial services team, you will be responsible for providing exceptional client service, building lasting relationships, and driving business growth.Key ResponsibilitiesLead client meetings to understand their...


  • Hartford, Connecticut, United States Covr Financial Technologies Full time

    About Covr Financial TechnologiesCovr Financial Technologies is a leading insurance-as-a-services platform that simplifies the buying process for life, long-term care, and disability insurance products sold through financial and wealth management advisors, banks, credit unions, RIAs, consumer brands, and fintech channels.Job SummaryThe Business Development...


  • Hartford, Connecticut, United States Covr Financial Technologies Full time

    Job Title: Insurance Sales RepresentativeCovr Financial Technologies is seeking a highly motivated and experienced Insurance Sales Representative to join our team. As an Insurance Sales Representative, you will be responsible for growing life insurance sales within your assigned territory by educating financial advisors on insurance sales ideas, assisting...


  • Hartford, Connecticut, United States Alera Group Full time

    Financial Advisor OpportunityWe are seeking a highly motivated and customer-focused Financial Advisor to join our team at Alera Group in Connecticut. As a Financial Advisor, you will have the opportunity to help grow our office and meet one-on-one with clients generated from workshops, referrals, and TV.Key Responsibilities:Meet with existing clients for...


  • Hartford, Connecticut, United States Alera Group Full time

    Alera Group is seeking a Financial Advisor to join our Connecticut offices. As a Financial Advisor, you will have the opportunity to help grow our office and meet one-on-one with company leads generated from workshops, referrals, and TV. The ideal candidate will be someone who enjoys building relationships and knows how to follow through with sales...


  • Hartford, Connecticut, United States Alera Group Full time

    Financial Advisor OpportunityWe are seeking a highly motivated and customer-focused Financial Advisor to join our team at Alera Group in Connecticut. As a Financial Advisor, you will have the opportunity to help grow our office and meet one-on-one with company leads generated from workshops, referrals, and TV.Key Responsibilities:Assist with new client...


  • Hartford, Connecticut, United States Alera Group Full time

    Join Our Team as a Financial AdvisorWe are seeking a highly motivated and customer-focused Financial Advisor to join our team at Alera Group in Connecticut. As a Financial Advisor, you will have the opportunity to help grow our office and meet one-on-one with company leads generated from workshops, referrals, and TV.Key Responsibilities:Assist with new...


  • Hartford, Connecticut, United States Covr Financial Technologies Full time

    Job SummaryCovr Financial Technologies is seeking a highly motivated and results-driven Business Development Representative to join our team. As a Business Development Representative, you will be responsible for making calls to financial advisors with the goal of scheduling or completing demos of our digital insurance platform and finding leads/setting...


  • Hartford, Connecticut, United States Covr Financial Technologies Full time

    Job SummaryCovr Financial Technologies is seeking a highly motivated and experienced Life Insurance Sales Representative to join our team. As a Life Insurance Sales Representative, you will work in partnership with our VP, Regional Insurance Consultant to grow life insurance sales within your assigned territory.Key ResponsibilitiesDevelop and implement sales...


  • Hartford, Connecticut, United States Alera Group Full time

    About the RoleWe are seeking a highly motivated and customer-focused Financial Advisor to join our team at Alera Group in Connecticut. As a Financial Advisor, you will have the opportunity to help grow our office and meet one-on-one with company leads generated from workshops, referrals, and TV.Key ResponsibilitiesMeet with existing clients for review...