Senior Financial Advisor Opportunity

2 days ago


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 a growing advisory firm with a remote opportunity for Certified Financial Planner (CFP) Advisors/Planners to join their team. This position offers a competitive base salary, comprehensive benefits, a payout ranging from 35-85%, and a referral system.

**Compensation and Benefits**

The salary is commensurate with the size of the existing client book. For example, a 10M book starts at $70,000, while a 20M book starts at $110,000. A CFP certification is preferred. The firm has several sister companies and plans to expand its services in 2025.

**Company Support**

The company provides:

  • **Error and Omission (E&O) Insurance**: $2400 annually
  • **Technology**: $8160 Annually
  • **Hardware**: $3600 budget
  • **Operations Support**
  • **License Fees and Continuing Education (CE)**
  • **Client Events**

**Support Services**

The company offers:

  • **Investment Management**
  • **Public Relations and Marketing**
  • **Para-Planning**
  • **Business Transfer**
  • **Philanthropic Advisory**
  • **Tax Preparation**

**Qualifications**

To be considered for this position, candidates must have:

  • **CFP Certification**: preferred
  • **Series 7 and 66 Licenses**
  • **Bachelor's Degree**
  • **Portable Book (Minimum 10M)**: transferable within 6 months

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