gpac
Financial Planner
gpac, Arlington, Texas, United States, 76000
Job Description
We are seeking an experienced, knowledgeable
financial planner
to join our growing advisory firm. As a
financial planner , you will work closely with clients to understand their financial situations and goals and develop comprehensive financial plans to help them achieve those goals.
Responsibilities:Meet with clients to collect information about their financial situations, objectives, risk tolerance, time horizons, etc.Analyze clients' finances, identify issues and opportunities, and evaluate alternative courses of actionDevelop and present comprehensive financial plans that include investment strategies, tax planning, asset allocation, risk management, retirement planning, estate planning strategies, and other componentsImplement financial plans by recommending specific investment vehicles, insurance policies, etc.Monitor clients' accounts and plans, recommending any necessary changes and ensuring continued progress toward goalsStay current on financial planning regulations, legislation, and tax law changesRequirements:
Bachelor's degree in finance, accounting, business, economics or related field3+ years experience in financial planning or analysis roleCFP (Certified Financial Planner) designation preferredSeries 65 license or ability to attainExcellent analytical, communication, and relationship-building skillsHigh attention to detail with ability to explain complex financial concepts simply
We offer a competitive salary and benefits package along with opportunities for career advancement. As part of our collaborative planning team, you will work in a supportive, stimulating environment helping clients achieve financial security. Simply apply or email your resume directly to j j.flores@gogpac.com to 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.
We are seeking an experienced, knowledgeable
financial planner
to join our growing advisory firm. As a
financial planner , you will work closely with clients to understand their financial situations and goals and develop comprehensive financial plans to help them achieve those goals.
Responsibilities:Meet with clients to collect information about their financial situations, objectives, risk tolerance, time horizons, etc.Analyze clients' finances, identify issues and opportunities, and evaluate alternative courses of actionDevelop and present comprehensive financial plans that include investment strategies, tax planning, asset allocation, risk management, retirement planning, estate planning strategies, and other componentsImplement financial plans by recommending specific investment vehicles, insurance policies, etc.Monitor clients' accounts and plans, recommending any necessary changes and ensuring continued progress toward goalsStay current on financial planning regulations, legislation, and tax law changesRequirements:
Bachelor's degree in finance, accounting, business, economics or related field3+ years experience in financial planning or analysis roleCFP (Certified Financial Planner) designation preferredSeries 65 license or ability to attainExcellent analytical, communication, and relationship-building skillsHigh attention to detail with ability to explain complex financial concepts simply
We offer a competitive salary and benefits package along with opportunities for career advancement. As part of our collaborative planning team, you will work in a supportive, stimulating environment helping clients achieve financial security. Simply apply or email your resume directly to j j.flores@gogpac.com to 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.