Financial Planner, CFP
General Description
We are partnered with a growing bank with a semi-national footprint to help them welcome a Financial Planner, CFP. We are seeking successful planners that thrive in collaborative settings and provide high touch, client centric, and comprehensive planning services to a growing book of HNW clients.
Primary Responsibilities:
Collaborate with client service teams, contribute to thought leadership, and elevate reputation.
Lead financial planning efforts, creating and delivering customized plans.
Deliver personalized planning and insurance strategies.
Actively engage as a team player and independent advisor.
Nurture strong client relationships and track financial updates.
Maintain meticulous financial records
Partner with advisors to coordinate comprehensive client services.
Benefits include: 401(k) plan featuring a discretionary employer match in bank stock and much more.
Qualifications:
*We are scheduling interviews promptly and plan to hire before June 1st!
For Consideration: Please email your resume to bethany.delahunt@gogpac.com and call 203-548-9232 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.
