Wealth Advisor

Company: GPAC
Location: Columbus
Posted on: April 26, 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 termRequirements:- 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 leadsIf 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.comAll 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, Columbus , Wealth Advisor, Other , Columbus, Georgia