Wealth Management Expert
6 days ago
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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