We are seeking a productive, focused, and principled Wealth Advisor passionate about helping others minfully build and manage their wealth.
gpac, a recruitment company for over 30 years, is partnered with a boutique firm that is welcoming a new Wealth Advisor to their team.
As a faith-driven organization, they are commited to partnering with their clients on their journey of financial stewardship and preservation.
This is a salaried role with additional revenue sharing.
- Provide comprehensive financial planning services to clients
- Develop and implement investment strategies based on client needs
- Build and maintain strong relationships with clients to ensure their financial goals are met
- Communicate complex financial concepts in an easy-to-understand way
Qualifications:
- Series 7, 66 or 63/65
- 3-5+ years of experience in wealth management
- Certified Kingdom Advisor (CKA) or Certified Financial Planner (CFP) certification ideal, but not required
- Proven ability to develop and retain long-term client relationships
- Strong knowledge of investment strategies and financial planning
- Familiarity with Schwab
Ongoing support with marketing, compliance and operations provided.
For consideration, please email your resume to bethany.delahunt@gogpac.com and call 203-548-9232 for more information. Looking forward to connecting!
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.
