Wealth Management Consultant
1 week ago
gpac, a prominent recruitment firm with over three decades of experience, is collaborating with a distinguished and rapidly expanding Registered Investment Advisor (RIA) in search of outstanding wealth management professionals. This firm is poised for growth in the Wilmington area and is eager to welcome exceptional talent to their organization.
This company is recognized for delivering superior client service, achieving remarkable outcomes, and nurturing the collective advancement of both its team and the organization. They offer a supportive environment for incoming partners, fostering collaboration and energy, whether in an office setting or through remote options.
Position Responsibilities:
- Proactively seeks new and existing financial planning and investment solutions tailored to business owners, retirees, executives, and young professionals.
- Collaborates with the Financial Advisory team to devise personalized financial solutions based on comprehensive needs assessments for current and prospective clients.
- Conducts client profiling and presents recommendations to ensure alignment with their financial objectives.
- Enhances assets under management by providing strategic planning and investment solutions, leveraging partnerships with influential contacts and existing clients.
- Cultivates and maintains a robust referral network, developing strong alliances to meet or exceed the investment needs of clients within designated markets or branches.
- Adheres to the firm's protocol of regularly engaging with clients to adjust strategies in accordance with their evolving circumstances and aspirations.
- Achieves or surpasses established sales targets for the assigned market while fulfilling individual client requirements and complying with relevant policies and regulations.
Position Skills:
- Possession of Series 7, 66, or 63/65 licenses, or the ability to acquire them within 90 days of hire.
- A minimum of 5 years of experience in wealth management.
- Certified Financial Planner (CFP) certification is advantageous.
- A transferable client book is preferred.
- Proven capability to cultivate and sustain long-term client relationships.
- Strong understanding of investment strategies and financial planning principles.
- Ability and desire to thrive in a small company environment.
- Familiarity with tools such as RedTail, eMoney, Riskalyze, Schwab, and Orion is a plus.
Ongoing support in marketing, compliance, and operations is provided, making this an ideal opportunity for experienced to mid-level Wealth Advisors looking to leverage their existing client base while receiving assistance with back-office functions and business development.
All qualified applicants will receive consideration without regard to 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.
GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals across various industries throughout the United States since 1990. We pride ourselves on being competitive, client-focused, and recognizing that our value lies in delivering the right solutions at the right time.
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