Financial Strategist

5 days ago

Anaheim, California, United States gpac Full time

Job Description: Wealth Advisor

We are seeking a skilled Wealth Advisor to join our team at GPAC, a leading search firm specializing in placing quality professionals within multiple industries across the United States since 1990.

Our Core Values: Family, Beliefs, and Financial Security

What We Offer:

  • Payouts exceeding 65% for production
  • Comprehensive Health Benefits, 401k, PTO
  • Adaptable work hours
  • Support for parental leave
  • Assistance with professional development
  • Participation in a referral program
  • Options for remote, hybrid, or in-office work
  • Both W2 and 1099 arrangements, inclusive of bonus/commissions, and potential for employee ownership

Requirements:

  • While Certified Financial Planners (CFPs) are preferred, it is not a mandatory requirement
  • Embrace an open-minded approach and a commitment to personal growth
  • Essential team player mindset
  • Demonstrated track record with an established book of business
  • Possession of a Series 65, ChFC, or equivalent qualification

Why Choose Us:

We empower you to take ownership of your preferred niche client base by crafting a personalized marketing strategy tailored to your needs.

Equal Opportunity Employer:

GPAC is an award-winning search firm that is committed to diversity and inclusion. We are an equal opportunity employer and welcome applications from qualified candidates regardless of 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.

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