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Wealth Management Specialist

2 months ago

Providence, Rhode Island, United States gpac Full time
Job Summary

We are seeking a highly skilled and ambitious Wealth and Trust Advisor to join our team at a well-established firm experiencing growth. As a key member of our team, you will be responsible for providing comprehensive financial planning services to clients, developing and implementing investment strategies, and building strong relationships with clients to ensure their financial goals are met.

Key Responsibilities
  • Provide financial planning services to clients, including analyzing their financial situations and creating customized plans.
  • Develop and implement investment strategies based on client needs, monitoring and adjusting client portfolios as market conditions change.
  • Build and maintain strong relationships with clients to ensure their financial goals are met, communicating complex financial concepts in an easy-to-understand way.
  • Stay up-to-date on market trends and investment opportunities, working closely with clients to help them achieve financial security and success.
Requirements
  • 5 years of experience in wealth management, with a proven ability to develop and retain long-term client relationships.
  • Established book of business and client base, with strong knowledge of investment strategies and financial planning.
  • Excellent communication and interpersonal skills, with the ability to communicate complex financial concepts in an easy-to-understand way.
  • Series 7, 66 or 63/65 certification, with Certified Financial Planner (CFP) certification preferred.
About Us

GPAC is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States. We are extremely competitive, client-focused, and realize that our value is in our ability to deliver the right solutions at the right time.