A well-established financial institution is seeking a Wealth Advisor to join its high-performing wealth management team. This is a client-facing role focused on delivering personalized, goals-based financial plans for high-net-worth individuals, professionals, and business owners.
If you’re an experienced financial advisor who thrives in a collaborative, service-driven environment—and you’re looking to make a lasting impact—this could be the opportunity you’ve been waiting for.
Build relationships with affluent clients to understand financial goals, risk tolerance, and legacy plans
Deliver customized financial plans including retirement, estate, investment, tax, and insurance strategies
Collaborate with internal experts and external advisors to coordinate plan implementation
Identify and pursue opportunities to expand existing client relationships and attract new ones
Serve as a financial planning thought leader and represent the firm at events, conferences, and client functions
Prepare and present wealth strategy reviews and updates with clarity and confidence
Stay current on market trends and regulatory developments affecting high-net-worth clients
Bachelor’s degree in Finance, Economics, or a related field
5+ years of experience in wealth management, financial planning, or private banking
Proven success working with high-net-worth or ultra-high-net-worth clients
Strong understanding of financial planning concepts, including income tax, estate, and retirement planning
Excellent communication skills and comfort presenting to clients and advisors
Proficiency in Salesforce, eMoney, Excel, and financial planning tools
Ability to travel within the local market for client engagement
Competitive base salary: $90,000 – $160,000
Performance-based incentive plan
401(k) with discretionary employer contribution
Comprehensive benefits package including medical, dental, and vision
Supportive, growth-oriented team culture
Monday through Friday, standard business hours
Office-based with local travel as needed
Professional setting with a collaborative and relationship-focused team
To apply or request a confidential conversation, contact Crystal Fryers at crystal.fryers@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.
