We are seeking a productive, focused, wealth advisor passionate about helping others build wealth.
gpac, a recruitment company for over 30 years, is partnered with a local RIA and Broker that is eager to bring on an exceptional wealth manager with proven success in building business and has an existing client base.
Flexibility to focus on either relationship management or financial planning, they have planners if you want to focus on connecting with your clients.
Qualifications:
- Series 7, 66 or 63/65
- 5 years of experience in wealth management
- Certified Financial Planner (CFP) certification a plus
- Proven ability to develop and retain long-term client relationships
- Desire/ability to work successfully in a small company environment
For consideration, email your resume directly to
bethany.delahunt@gogpac.comAll 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.
