Develop and recommend strategies that clients can use to achieve their financial goals and objectives, including specific recommendations in areas such as cash management, insurance coverage, and investment planning.
Manage, monitor and evaluate financial plans.
Conducts regular analyses of changing conditions in the financial landscape including strategies and legal background.
Collaborate with Advisors and Investment personnel to develop strategies in the best interests of the client.
Gather, organize and maintain client personal and financial wealth plan profile data.
Review planning deliverables with the client and maintain a comprehensive list of financial planning action items for follow up and resolution.
Meet with participants to answer any personal questions about the plan or possible other financial matters.
Development of new business relationships and management of an existing book of business.
Required Qualifications
Bachelor's degree in finance or related field.
Four to eight years of experience in financial services.
Preferred Qualifications
Master's degree in business, finance or related area preferred.
CFP designation or similar preferred.
Skills
accounting principles
analytical skills
verbal communication skills
mathematical skills
written communication skills
investments knowledge
securities market structure knowledge
portfolio management knowledge
Qualified candidates are encouraged to apply directly or contact brayden.texer@gogpac.com or call 616-465-2358 for more information.
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.
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