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Financial Planning Expert

1 month ago

Denver, Colorado, United States gpac Full time
Financial Planner Job Description

GPAC is seeking a skilled Financial Planner to provide expert financial guidance and planning services to our clients.

Key Responsibilities:
  • Develop comprehensive financial plans tailored to individual client needs.
  • Conduct in-depth financial assessments and risk analysis.
  • Provide advice on investments, insurance, retirement planning, and estate planning.
  • Maintain and update client financial records and plans regularly.
  • Stay current with financial regulations and market trends.
  • Build and maintain strong relationships with clients, ensuring their long-term financial success.
  • Collaborate with internal teams to deliver exceptional service and solutions.
Qualifications:
  • Proven experience as a financial planner or advisor.
  • Strong understanding of financial planning principles and investment strategies.
  • Excellent communication and interpersonal skills.
  • Ability to analyze and interpret financial data.
  • Certified Financial Planner (CFP) designation is preferred.
  • Bachelor's degree in Finance, Economics, or a related field.
Benefits:
  • Competitive compensation package.
  • Opportunities for professional growth and career advancement.
  • Comprehensive benefits package including health, dental, and vision insurance.
  • Supportive and collaborative work environment.

GPAC is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are committed to delivering exceptional service and solutions to our clients.