Wealth Advisor in Manhattan

Job Description

A well-established botique wealth management firm is expanding their team and seeking a succesful Wealth Manager to join their organization. This is an ideal opportunity for candidates who want to work in a smaller practice with a high-touch client-centric focus. They offer a high pay out percentage over 65%, have back-office support and tons of flexibility, autonomy and remote working options. Ideal candidates will have some portable assets.  

Responsibilities:

• Maintain a diverse book of private wealth clients and serve as the relationship manager 
• Partner with clients’ financial professionals to review estate planning, tax planning, and investment needs 
• Analyze client inquiries and provide appropriate solutions utilizing product and fiduciary knowledge 
• Implement the account’s investment strategy and oversee long-term objectives 
• Exercise fiduciary standard of care to act in the best interest of clients

Qualifications:

• 2+ years of experience as a Financial Advisor
• An established book of business
• Experience with broker/dealer or registered investment advisor (RIA) firms
• FINRA Series 66, 7 or and/or 63
• CFP a plus, but not required

*In order to apply, email resume to bethany.delahunt@gogpac.com and call Bethany in order to be considered. 203-548-9232  

Looking forward to hearing from you. 

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.