If you are a Financial Advisor who enjoys the hunt for new clients seeking financial security through a wealth management strategy and also managing existing relationships on an on-going basis, come be part of a team where you will have the opportunity to advance within a rapidly growing firm. While it doesn't replace your own efforts to find new clients, you also will have the advantage of a built-in referral network which can add to your client base.

The ideal candidate will be in a position to bring-with Assets Under Management no less than $20M. Please do not apply unless you meet the minimum requirements.

Essential Functions

• Assist existing clients by providing financial planning and investment advice, delivering the highest level of service excellence and wealth strategies that are in alignment with the clients’ goals
• Increase firm assets under management through the acquisition of new clients, developing relationships with hi-net-worth individuals and families, as well as corporate retirement plan sponsors
• Develop and deliver client presentations
• Represent the firm’s investment philosophy through ongoing communications with clients, prospects, the general public, and centers-of-influence through vehicles such as speaking engagements and publications
• Perform client-centric activities individually and as part of the team, as assigned and as necessary

Education and Experience required

• Bachelor’s degree in Business, Finance, Accounting or Economics required
• Minimum three (3) years of experience at a wealth management firm or other financial service firm in a role directly related to client management and financial planning
• CFA and CFP credentials preferred but not required
• Proficiency in MS Office suite of products

Specific Knowledge and Skills

• Comprehensive knowledge of financial markets, investment products, strategies & asset allocation modeling
• Excellent interpersonal skills and polished ability to network
• Strong strategic planning and analytical skills
• Outstanding work ethic
• Strong project management, problem-solving and organizational skills
• Excellent listening, written/oral communication, presentation
• Working knowledge of SEC advisory regulations

Professional designations/licenses

• Active Series 65 or 66

I can be reached directly at nancy.buck@gogpac.com.

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.