gpac
Wealth Advisor / Planner
gpac, Newark, Delaware, United States, 19711
Job Description
gpac, a recruitment company for over 30 years, is partnered with an award winning, rapidly growing RIA gaining momentum in the Wilmington area ready to bring on exceptional wealth management professionals to join their team. They can support advisors with large books, with a full platform and back office built out.
This company is known for
providing exemplary client experience, achieving exceptional results, and fostering the collective growth of our team and company.
They support incoming partners with a welcoming, collaborative and energetic environment for those who want to work in an office setting. Remote options available as well.
We are seeking a productive, focused, top performing wealth advisor/planner that is passionate about networking and helping others build wealth.
*For consideration, please send resume to bethany.delahunt@gogpac.com and call 203-548-9232 .
Position Responsibilities:
- Actively solicits new and existing financial planning and investments solutions from business owner, retiree, executive and young professional client segment
- Based on individualized needs analysis, collaborates with Financial Advisory team to create recommendations for customized financial solutions to current and potential customers.
- Profiles clients and deliver recommendations to ensure these needs are met.
- Increases assets under management by offering planning and investment solutions to clients and leveraging partnerships with centers of influence and current clients.
- Maintains and builds referral channel and develop strong partnerships to ensure investment needs of current and potential customers in assigned Market and/or branches are met or exceeded.
- Follows firm process of regularly meeting with clients to make adjustments to strategies based on their current situation and goals
- Meets or exceeds established sales goals for assigned market, while meeting individual client needs and complying with pertinent policies and regulations.
Position Skills:
-
Series 7, 66 or 63/65 or able to 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 is a plus
Ongoing support with marketing, compliance and operations provided. Ideal for an experienced to mid-level Wealth Advisor looking to leverage their existing book while getting support on back-office functions and business development.
To be considered
email your resume directly to bethany.delahunt@gogpac.com.
Best to follow with a call/text to 203-548-9232 for 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.
gpac, a recruitment company for over 30 years, is partnered with an award winning, rapidly growing RIA gaining momentum in the Wilmington area ready to bring on exceptional wealth management professionals to join their team. They can support advisors with large books, with a full platform and back office built out.
This company is known for
providing exemplary client experience, achieving exceptional results, and fostering the collective growth of our team and company.
They support incoming partners with a welcoming, collaborative and energetic environment for those who want to work in an office setting. Remote options available as well.
We are seeking a productive, focused, top performing wealth advisor/planner that is passionate about networking and helping others build wealth.
*For consideration, please send resume to bethany.delahunt@gogpac.com and call 203-548-9232 .
Position Responsibilities:
- Actively solicits new and existing financial planning and investments solutions from business owner, retiree, executive and young professional client segment
- Based on individualized needs analysis, collaborates with Financial Advisory team to create recommendations for customized financial solutions to current and potential customers.
- Profiles clients and deliver recommendations to ensure these needs are met.
- Increases assets under management by offering planning and investment solutions to clients and leveraging partnerships with centers of influence and current clients.
- Maintains and builds referral channel and develop strong partnerships to ensure investment needs of current and potential customers in assigned Market and/or branches are met or exceeded.
- Follows firm process of regularly meeting with clients to make adjustments to strategies based on their current situation and goals
- Meets or exceeds established sales goals for assigned market, while meeting individual client needs and complying with pertinent policies and regulations.
Position Skills:
-
Series 7, 66 or 63/65 or able to 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 is a plus
Ongoing support with marketing, compliance and operations provided. Ideal for an experienced to mid-level Wealth Advisor looking to leverage their existing book while getting support on back-office functions and business development.
To be considered
email your resume directly to bethany.delahunt@gogpac.com.
Best to follow with a call/text to 203-548-9232 for 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.