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Certified Financial Planner

2 months ago

Scranton, Pennsylvania, United States Gpac Full time
About the Role

The Financial Planner position at GPAC offers a competitive salary, a comprehensive benefits package, and a management team that invests in their employees' growth and development. If you are a seasoned Financial Planner seeking a challenging opportunity to join a reputable organization that values professionalism and client satisfaction, this role may be the perfect fit for you.

Key Responsibilities
  • Develop and execute business development strategies to drive revenue growth and expand client base
  • Provide expert financial planning services to clients, including investment, risk management, and portfolio analysis
  • Collaborate with cross-functional teams to deliver exceptional client experiences and achieve business objectives
  • Stay up-to-date with industry trends, regulatory changes, and best practices to maintain expertise and provide value-added services to clients
Requirements
  • 3+ years of experience in financial services, with a proven track record of business development and client acquisition
  • Bachelor's degree in Business, Accounting, or Finance, or a relevant field
  • Certified Financial Planner (CFP) designation, or willingness to acquire
  • Strong business acumen, analytical skills, and ability to work independently
  • Excellent communication and interpersonal skills, with a focus on building strong relationships with clients and colleagues
What We Offer
  • A dynamic and supportive work environment that fosters growth and development
  • A competitive salary and comprehensive benefits package
  • Opportunities for professional development and continuing education
  • A collaborative and client-focused team culture