Financial Advisor

2 months ago

Westbrook, United States Gpac Full time

Financial Advisor

 

"Dear financial advisor guru, let's transform my financial woes into wealth wonders"

 

Job Description: Are you a financial advisor who is tired of the large institution whose values and ethics have gone down the drain? A great company should be founded and built upon mutual understanding, trust, collaboration, and respect.

What our firm is looking for: We are looking for experienced financial advisors (4+ years of experience) who are at/above $100m in fee-based AUM or are showing an ability to get there. Do you possess a Financial Advisor background with a well-established client portfolio but find yourself dissatisfied with your current firm? Then we want to talk to you

We will provide you with qualified leads that advertise locally on your behalf to make you that SUPER STAR Financial Advisor to your community. Do you currently have a non-compete and/or non-solicitation agreement? Not a problem We will work with you. To succeed, you will need to also possess the ability to listen and communicate effectively, work well in a team-oriented environment, and take pride both in your work and in helping others.  The highest level of ethical standards is a must.

 

  • Salary Range- $100,000+ per year depending on the advisor's current AUM.

 

 

Qualifications:

  • 4+ years of experience in an RIA/Boutique firm
  • 4+ years of experience with HNW/UHNW clients 
  • FINRA license 6, 7, 63, 66 (or 65) and L&H Required
  • Managing a transferable book of business with a min of $20M in AUM. 
  • Competitive yet collaborative personality. We want advisors/fiduciaries who are passionate about serving their clients and growing their book by working with various subject matter experts within our community of advisors and growth partners.
  • Clean U4/U5
  • Wants to work remotely (however, local office(s) can be arranged if the advisor does not want to work on a remote basis).

 

Benefits:

  • Salary Range- $100,000+ per year depending on the advisor's current AUM. 
  • Marketing for your brand 
  • Adaptable work hours
  • Assistance with professional development
  • Participation in a referral program
  • Options for remote, hybrid, or in-office work
  • No mandatory sales quota
  • Exercise control over your portfolio using your methods, while benefiting from our available tools and supportive team

 

 Personal Qualities:

  • Team-oriented with high integrity with an ability to work with teams located all over the country.
  • Self-starter, with ability to follow direction, offer perspective on new initiatives and multi-task.
  • Detail focused with excellent organizational skills and the ability to deliver quality work with a high degree of accuracy.
  • Strong customer service and relationship building skills.
  • Strong written and oral communication skills.
  • Willing to contribute at any level with key stakeholders.

 

All discussions and resumes sent regarding this Financial Advisor position are confidential. Apply here or send resumes to tamara.washingtongogpac for immediate consideration.

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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