gpac
Wealth Advisor
gpac, Cranston, Rhode Island, us, 02910
Job Description
gpac, a 30+ years recruitment company, is partnered with a well-established, boutique wealth management firm that is expanding their team and looking for a Wealth Advisor/Manager to join their organization. This is an ideal opportunity for candidates who want to work in a smaller practice with a high-touch client-centric focus. They offer a high pay out percentage over 60%, have back-office support and tons of flexibility and autonomy. Candidates will need to have some portable assets.
*For consideration,
call 203-548-9232 and email resume to bethany.delahunt@gogpac.com
Responsibilities:Maintain a diverse book of private wealth clients and serve as the relationship managerPartner with clients’ financial professionals to review estate planning, tax planning, and investment needsAnalyze client inquiries and provide appropriate solutions utilizing product and fiduciary knowledgeImplement the account’s investment strategy and oversee long-term objectivesExercise fiduciary standard of care to act in the best interest of clientsQualifications:
2+ years of experience as a Financial AdvisorAn established portable book of businessExperience with broker/dealer or registered investment advisor (RIA) firmsFINRA Series 66, 7 or and/or 63CFP a plus, but not required
*In order to apply, email resume to bethany.delahunt@gogpac.com and call Bethany in order to be considered. 203-548-9232
Looking forward to hearing from you.
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 30+ years recruitment company, is partnered with a well-established, boutique wealth management firm that is expanding their team and looking for a Wealth Advisor/Manager to join their organization. This is an ideal opportunity for candidates who want to work in a smaller practice with a high-touch client-centric focus. They offer a high pay out percentage over 60%, have back-office support and tons of flexibility and autonomy. Candidates will need to have some portable assets.
*For consideration,
call 203-548-9232 and email resume to bethany.delahunt@gogpac.com
Responsibilities:Maintain a diverse book of private wealth clients and serve as the relationship managerPartner with clients’ financial professionals to review estate planning, tax planning, and investment needsAnalyze client inquiries and provide appropriate solutions utilizing product and fiduciary knowledgeImplement the account’s investment strategy and oversee long-term objectivesExercise fiduciary standard of care to act in the best interest of clientsQualifications:
2+ years of experience as a Financial AdvisorAn established portable book of businessExperience with broker/dealer or registered investment advisor (RIA) firmsFINRA Series 66, 7 or and/or 63CFP a plus, but not required
*In order to apply, email resume to bethany.delahunt@gogpac.com and call Bethany in order to be considered. 203-548-9232
Looking forward to hearing from you.
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.