Wealth Management Professional

1 week ago


Wilmington, Delaware, United States gpac Full time
Seeking Experienced Wealth Management Professional

gpac, a leading recruitment company, is partnering with a rapidly growing RIA to find an exceptional wealth management professional to join their team.

This is a great opportunity for an experienced wealth planner/advisor looking to leverage their existing book while getting support on back-office functions and business development.

Key Responsibilities:
  • Actively solicit new and existing financial planning and investments solutions from business owner, retiree, executive, and young professional client segments.
  • Collaborate with the Financial Advisory team to create recommendations for customized financial solutions to current and potential customers.
  • Increase assets under management by offering planning and investment solutions to clients and leveraging partnerships with centers of influence and current clients.
  • Maintain and build referral channels and develop strong partnerships to ensure investment needs of current and potential customers in assigned markets and/or branches are met or exceeded.
  • Follow firm processes of regularly meeting with clients to make adjustments to strategies based on their current situation and goals.
  • Meet or exceed established sales goals for assigned markets, while meeting individual client needs and complying with pertinent policies and regulations.
Requirements:
  • Series 7, 66, or 63/65 or acquire within 90 days of hire.
  • 5 years of experience in wealth management.
  • Certified Financial Planner (CFP) certification a plus.
  • Transferable book.
  • Proven ability to develop and retain long-term client relationships.
  • Strong knowledge of investment strategies and financial planning.
  • Desire/ability to work successfully in a small company environment.
  • Familiarity with RedTail, eMoney, Riskalyze, Schwab, Orion a plus.

Ongoing support with marketing, compliance, and operations provided.



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