Financial Advisor Wealth jobs in United States
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gpac ยท 18 hours ago

Financial Advisor Wealth

GPAC is a respected firm in the financial services sector, and they are seeking a skilled Financial Advisor to build strong client relationships and grow new business opportunities. As a Financial Advisor, you'll serve as a trusted advocate, providing tailored financial recommendations that address diverse client needs.

ConsultingHuman Resources
Hiring Manager
Vanessa Wergin
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Responsibilities

Act as a trusted advisor to clients and prospects, offering integrated financial solutions
Understand client needs and adapt to changing financial landscapes
Coordinate with internal teams to ensure seamless service delivery
Build and maintain lasting relationships with prospects and clients
Leverage and grow your personal network within the community

Qualification

Financial AdvisoryInvestment ExperienceClient Relationship ManagementFinancial AnalysisCommunication Skills

Required

Bachelor's degree in finance or a related field (required)
Will consider a college grad with a financial internship

Preferred

2-5 years of investment experience preferred

Benefits

Health insurance coverage
Paid time off to support work-life balance

Company

gpac is a staffing and recruiting company that provides talent recruitment and development services.

Funding

Current Stage
Late Stage

Leadership Team

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Chad Feldman
Shareholder/Board Member
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Matthew Good
Principal Shareholder / Vice Chairman of Board
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Company data provided by crunchbase