Wealth Management Expert

6 days ago


Portland, Oregon, United States Gpac Full time
Job Description:

Financial Advisor Opportunity

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

About the Role:

  • As a Financial Advisor, you will be responsible for providing expert financial planning and wealth management services to high net worth individuals and families.
  • You will work closely with our team to identify and pursue new business opportunities, build and maintain client relationships, and develop and implement comprehensive financial plans.
  • Our ideal candidate will have a strong background in financial services, excellent communication and interpersonal skills, and the ability to work in a fast-paced environment.

Responsibilities:

  • Develop and implement comprehensive financial plans for high net worth individuals and families.
  • Build and maintain strong relationships with clients, understanding their financial goals and objectives.
  • Identify and pursue new business opportunities, working closely with our team to develop and execute sales strategies.
  • Stay up-to-date on industry trends and developments, applying this knowledge to provide expert advice and guidance to clients.
  • Collaborate with our team to develop and implement marketing strategies, promoting our services to potential clients.

Requirements:

  • 4+ years of experience in an RIA/Boutique firm.
  • 4+ years of experience with HNW/UHNW clients.
  • FINRA license 6, 7, 63, 66 (or 65) and L&H Required.
  • Managing a transferable book of business with a min of $20M in AUM.
  • Competitive yet collaborative personality, with a passion for serving clients and growing their book.
  • Clean U4/U5.
  • Willingness to work remotely, with options for local office(s) if desired.

Benefits:

  • Salary Range- $100,000+ per year depending on the advisor's current AUM.
  • Marketing for your brand.
  • Adaptable work hours.
  • Assistance with professional development.
  • Participation in a referral program.
  • Options for remote, hybrid, or in-office work.
  • No mandatory sales quota.
  • Exercise control over your portfolio using your methods, while benefiting from our available tools and supportive team.

Personal Qualities:

  • Team-oriented with high integrity, able to work with teams located all over the country.
  • Self-starter, with ability to follow direction, offer perspective on new initiatives and multi-task.
  • Detail focused with excellent organizational skills and the ability to deliver quality work with a high degree of accuracy.
  • Strong customer service and relationship building skills.
  • Strong written and oral communication skills.
  • Willing to contribute at any level with key stakeholders.


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