Wealth Management Professional

1 week ago


Fall River, Massachusetts, United States Gpac Full time
Trust Officer and Portfolio Manager

Wealth Advisor/Manager

Gpac, a 30+ years recruitment company, is partnered with a well-established, boutique wealth and trust management firm that is expanding their team and looking for a Trust Officer and Portfolio Managers to join their organization. This is an ideal opportunity for candidates who want to work in a smaller practice with a high-touch client-centric focus. Candidates will need to have some portable assets.

Key Responsibilities:

  • Maintain a diverse book of private wealth clients and serve as the relationship manager
  • Partner with clients' financial professionals to review estate planning, tax planning, and investment needs
  • Analyze client inquiries and provide appropriate solutions utilizing product and fiduciary knowledge
  • Implement the account's investment strategy and oversee long-term objectives
  • Consult with governing committees to administer accounts in accordance with guidelines, procedures, and regulations
  • Exercise fiduciary standard of care to act in the best interest of clients

Requirements:

  • 5+ years of experience as a financial advisor with HNW clients
  • Excellent oral and written communication skills
  • Organizational skills and ability to reprioritize workload
  • Experience with broker/dealer or registered investment advisor (RIA) firms
  • FINRA Series 7, 63 or 66
  • CPA, CFA a plus, but not required

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.



  • Fall River, Massachusetts, United States Gpac Full time

    Wealth Management OpportunityGpac, a leading recruitment company, is partnering with a prestigious wealth and trust management firm to expand their team. This is an ideal opportunity for candidates who want to work in a smaller, high-touch practice with a client-centric focus. Candidates will need to have a strong background in financial services.Key...


  • Fall River, Massachusetts, United States Gpac Full time

    Wealth Advisor/ManagerGpac, a 30+ years recruitment company, is partnered with a well-established, boutique wealth and trust management firm that is expanding their team and looking for a Trust Officer and Portfolio Managers to join their organization. This is an ideal opportunity for candidates who want to work in a smaller practice with a high-touch...


  • Fall River, Massachusetts, United States Gpac Full time

    About the RoleWe are seeking a highly skilled and experienced Wealth Advisor to join our team at GPAC. As a Wealth Advisor, you will be responsible for maintaining a diverse book of private wealth clients and serving as the primary relationship manager.Key Responsibilities:Maintain a diverse book of private wealth clients and serve as the primary...


  • Fall River, Massachusetts, United States WOTM - Partners Professional Full time

    Job OverviewWOTM - Partners Professional is collaborating with a manufacturing facility that specializes in aerosol products. We are in search of an Environmental Health and Safety Compliance Manager to ensure the organization adheres to all pertinent environmental, health, and safety standards.Position: Environmental Health and Safety Compliance...


  • Fall River, Massachusetts, United States SouthCoast Health Full time

    {"title": "Insurance Management Specialist", "content": "OverviewAt Southcoast Health, we're committed to delivering exceptional care to our patients and communities. As an Insurance Management Specialist, you'll play a critical role in ensuring our organization's risk management and insurance programs are aligned with our mission.ResponsibilitiesDevelop and...


  • Fall River, Massachusetts, United States Domino's Pizza LLC Full time

    Job Summary:As a General Manager at Domino's Pizza LLC, you will be responsible for overseeing the daily operations of a restaurant. This includes ensuring that staff are properly trained and equipped to meet the store's needs, interviewing and hiring employees, and maintaining a clean and organized store environment.Key Responsibilities:Ensure staff are...


  • Fall River, Massachusetts, United States Sooner Restaurant Management, LLC. Full time

    Job SummaryWe are seeking a highly skilled and experienced Restaurant General Manager to join our team at Sooner Restaurant Management, LLC. As a Restaurant General Manager, you will be responsible for leading our restaurant team to deliver exceptional customer experiences and drive business growth.Key ResponsibilitiesLeadership and ManagementLead and manage...


  • Fall River, Massachusetts, United States Omega Innovations Full time

    Exciting Career Opportunity in Office ManagementWe are seeking a highly motivated and organized individual to join our team as an Office Management Trainee. As a key member of our team, you will have the opportunity to learn and grow with our company, developing essential skills and knowledge in office management.Key Responsibilities:Assist in the...


  • Fall River, Massachusetts, United States Northeast Family Services Full time

    Marketing and Media SpecialistNortheast Family Services is a leading mental health provider with a strong commitment to delivering exceptional services to children, youth, and families. We are seeking a highly skilled Marketing and Media Specialist to join our team and contribute to the development and execution of our marketing strategies.Key...

  • Banking Professional

    8 hours ago


    Fall River, Massachusetts, United States Spectrum Dynamics Full time

    Job Opportunity at Spectrum DynamicsWe are seeking a highly skilled and motivated individual to join our team as a Banking Professional. As a key member of our sales team, you will be responsible for managing our products with a focus on credit and insurance, using our holistic approach to develop effective and tailored financial solutions.Key...

  • Sales Professional

    5 days ago


    Fall River, Massachusetts, United States HART GROUP Full time

    Lead Business Development and Sales EffortsHART GROUP is seeking a highly motivated and results-driven Sales Agent to join our team. As a Sales Agent, you will be responsible for leading business development and sales efforts, driving revenue growth, and building strong relationships with existing and new clients.Key Responsibilities:Develop and execute...


  • Fall River, Massachusetts, United States Sarah S Brayton Center Full time

    Job SummaryWe are seeking a skilled and compassionate Nurse Care Specialist to join our team at the Sarah S Brayton Center. As a key member of our healthcare team, you will be responsible for delivering high-quality patient care and contributing to a positive and supportive work environment.Key ResponsibilitiesProvide Direct Patient Care: Deliver efficient...


  • Fall River, Massachusetts, United States WinnCompanies Full time

    Job SummaryWe are seeking a highly skilled Leasing and Occupancy Specialist II to join our team at WinnCompanies. As a key member of our team, you will be responsible for performing all day-to-day leasing and marketing activities related to apartment rentals, move-ins, re-certifications, and lease renewals.Key ResponsibilitiesInteract with prospective and...


  • Fall River, Massachusetts, United States Bluepipes Full time

    Job Summary:We are seeking an experienced Telemetry Registered Nurse to join our team at Bluepipes. As a Traveling Healthcare Professional, you will have the opportunity to work in a dynamic and fast-paced environment, providing high-quality patient care and contributing to the success of our organization.Responsibilities:Provide direct patient care to...

  • Sales Professional

    5 days ago


    Fall River, Massachusetts, United States HART GROUP Full time

    Lead Sales AgentHART GROUP is seeking a highly motivated and results-driven Sales Agent to join our team. As a Sales Agent, you will be responsible for developing and maintaining relationships with existing clients, as well as identifying and pursuing new business opportunities.Key Responsibilities:Service existing client base with exceptional customer...


  • Fall River, Massachusetts, United States AutoZone Full time

    Job SummaryAs a Delivery Driver at AutoZone, you will be responsible for transporting parts to commercial customers, loading and unloading parts, picking up returns, cores, and parts from nearby stores or outside vendors, and maintaining a safe driving and working environment. You will also assist do-it-yourself customers in the store between deliveries and...


  • Fall River, Massachusetts, United States SouthCoast Health Full time

    About the RoleWe are seeking a highly skilled Audiologist to join our team at SouthCoast Health. As an Audiologist, you will play a critical role in providing comprehensive audiologic services to our patients, including diagnostic evaluations, hearing aid fitting, and counseling.ResponsibilitiesConduct diagnostic evaluations to assess hearing and balance...


  • Fall River, Massachusetts, United States Healthtrax Fitness & Wellness Full time

    Job SummaryWe are seeking a highly skilled Staff Accountant to join our team at Healthtrax Fitness & Wellness. As a key member of our financial services team, you will be responsible for providing accurate and timely financial services to senior management and reports to Financial Planning and Analysis.Key ResponsibilitiesRecord and reconcile financial...


  • Fall River, Massachusetts, United States Enhabit Home Health & Hospice Full time

    Job SummaryWe are seeking a skilled and compassionate Registered Nurse (RN) to join our team as a PRN Home Health RN. As a key member of our healthcare team, you will administer skilled care visits to clients requiring intermittent professional services, teaching them and their families to manage their care and improve their quality of...


  • Fall River, Massachusetts, United States Holston Medical Group Full time

    Job SummaryThe Pediatric Office Nurse is a vital member of our clinical team at Holston Medical Group, providing exceptional patient care and support in a fast-paced office setting. As a skilled and compassionate nurse, you will be responsible for delivering high-quality care to our pediatric patients, working closely with our healthcare providers to ensure...