Financial Planner, Investment Retirement Planning
Company: GPAC
Location: Columbus
Posted on: May 3, 2024
|
|
Job Description:
We are seeking a talented wealth advisor to provide
comprehensive financial planning and investment management to high
net worth individuals and families. In this role, you will:
- Develop new client relationships through networking, referrals,
events, and other lead generation channels
- Conduct introductory meetings to understand prospects' financial
situations and goals
- Present customized financial planning recommendations and wealth
management strategies
- Create and implement investment portfolios aligned to each
client's risk tolerance
- Provide ongoing financial guidance on topics like retirement
planning, tax strategies, estate planning, business exit planning,
and wealth transfer
- Build deep client relationships and become a trusted financial
advisor over the long term
Requirements:
- 3-5 years experience in financial services or client-facing
wealth management role
- Passion for acquiring new clients and ability to build strong
relationships -
- Excellent communication skills - able to explain complex concepts
clearly and simply
- Entrepreneurial drive and proven record of achieving individual
production goals
- Bachelors degree (finance, business, or economics preferred but
not required)
We Offer:
- Ability to grow your own financial advisory practice with full
firm support -
- Ongoing training and mentoring programs
- Access to firm's comprehensive resources and platform tools
- Warm leads
If you are motivated to grow your own wealth management book, we
encourage you to apply! We take care of operations so you can focus
on client acquisition and advisory work.
To be considered simply apply or email your resume directly to
Katlynn.covington@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.
Keywords: GPAC, Macon , Financial Planner, Investment Retirement Planning, Accounting, Auditing , Columbus, Georgia
Click
here to apply!
|