Financial Services Specialist

2 days ago


Wilmington, Delaware, United States Gpac Full time
About the Role

We are seeking a highly skilled and experienced Wealth Management Professional to join our team at GPAC. As a leading recruitment company, we specialize in placing quality professionals within multiple industries across the United States.

Key Responsibilities
  • Actively solicit new and existing financial planning and investments solutions from business owners, retirees, executives, and young professional clients.
  • Collaborate with the Financial Advisory team to create recommendations for customized financial solutions to current and potential customers.
  • Profile clients and deliver recommendations to ensure their needs are met.
  • Increase assets under management by offering planning and investment solutions to clients and leveraging partnerships with centers of influence and current clients.
  • Maintain and build referral channels and develop strong partnerships to ensure investment needs of current and potential customers in assigned markets and/or branches are met or exceeded.
  • Follow firm processes of regularly meeting with clients to make adjustments to strategies based on their current situation and goals.
  • Meet or exceed established sales goals for assigned markets, while meeting individual client needs and complying with pertinent policies and regulations.
Requirements
  • Series 7, 66, or 63/65 licenses or acquire within 90 days of hire.
  • 5+ years of experience in wealth management.
  • Certified Financial Planner (CFP) certification is a plus.
  • Transferable book.
  • Proven ability to develop and retain long-term client relationships.
  • Strong knowledge of investment strategies and financial planning.
  • Desire/ability to work successfully in a small company environment.
  • Familiarity with RedTail, eMoney, Riskalyze, Schwab, Orion is a plus.
About GPAC

GPAC is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused, and realize that our value is in our ability to deliver the right solutions at the right time.

We are committed to providing a welcoming, collaborative, and energetic environment for our team members. We offer ongoing support with marketing, compliance, and operations, making us an ideal choice for experienced to mid-level Wealth Advisors looking to leverage their existing book while getting support on back-office functions and business development.



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