Financial Planner

3 months ago

Rochester, United States Gpac Full time

We are seeking an experienced, motivated financial planner to join our growing advisory firm. As a financial planner, you will be responsible for providing comprehensive financial planning and investment advisory services to clients.

Responsibilities:

- Meet with clients to understand their financial goals, risk tolerance, time horizons, and current financial situations

- Analyze clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives

- Develop and present comprehensive financial plans and investment portfolio recommendations

- Implement financial plans by selecting appropriate investment products and asset allocations

- Monitor client accounts and plans, update plans as needed, and ensure portfolios stay aligned with goals

- Provide education and advice on topics such as retirement planning, taxes, insurance, major purchases, college savings, and estate planning

- Stay current on financial planning best practices, market trends, and new products and solutions

Requirements:

- Bachelor's degree in finance, accounting, business, or economics required; CFP certification strongly preferred

- At least 5 years of experience in financial planning or wealth management

- Excellent analytical, interpersonal, and communication skills

- Willingness to take on fiduciary responsibility and commitment to ethical conduct

- Ability to work both independently and collaboratively in a fast-paced environment 

We provide a competitive salary and benefits along with ample growth opportunities. As a core member of our firm, you will have visibility with clients and a direct impact on their financial success. Please submit a resume to David.Johnson@gogpac.com. All qualified applicants will be considered.

All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.

GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.

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