Wealth Management Professional
1 week ago
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.
- 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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