Client Advisor

gpac; Akron (OH); On-site; USD 95,000 - 140,000; Full time

Benefits offered by this job

Competitive compensation

Health insurance

Dental and vision plans

Competitive 401k package

Job summary

gpac partners with a well-established bank in Akron to recruit a Client Advisor who will build strong relationships with high-net-worth clients and provide comprehensive financial planning services. The role emphasizes achieving wealth goals through tailored strategies and collaborative teamwork.

The ideal candidate brings a finance degree, CFP designation or extensive industry experience, plus a solid Akron network.

Qualifications

• Bachelor's degree in Finance or related field.
• CFP designation or 5+ years of experience in financial industry.
• COI network in the greater Akron OH area.

Responsibilities

• Build and maintain strong relationships with high net-worth clients and provide comprehensive financial planning services.
• Analyze clients' financial situations and develop customized strategies to hit wealth goals.
• Collaborate with internal teams to ensure seamless execution of investment plans and exceptional service.
• Stay up-to-date with market trends, investment vehicles, and regulations to provide informed advice.
• Drive business growth by expanding client base through networking and proactive business development.

Skills

Client relationships

Financial planning

Portfolio analysis

Communication skills

Problem solving

Education

Bachelor's Degree in Finance

CFP designation or 5+ years experience in finance

Job description

gpac is excited to partner with a well-established bank in the local area seeking a talented and experienced Client Advisor to join their tight-knit team. If you're ready to take your financial career to new heights and make a significant impact on people's lives, this amazing opportunity is just for you!

Responsibilities

• Build and maintain strong relationships with high net-worth clients and provide comprehensive financial planning services.
• Analyze clients' financial situations and develop customized strategies to help them achieve their wealth management goals.
• Collaborate with internal teams to ensure seamless execution of investment plans and deliver exceptional client service.
• Stay up-to‑date with market trends, investment vehicles, and industry regulations to provide informed financial advice.
• Drive business growth by expanding client base through networking and proactive business development efforts.

Essential Job Functions

• Utilize your exceptional interpersonal skills to forge long-lasting relationships with clients.
• Apply your expertise in financial planning to create personalized strategies tailored to each client's unique needs.
• Leverage your aptitude for analysis to assess investment opportunities and optimize portfolio performance.
• Demonstrate your strong communication skills to effectively present complex financial concepts to clients in a clear and concise manner.
• Leverage your problem-solving abilities to tackle challenges and provide innovative solutions to exceed client expectations.

Skills & Experience

• Bachelor's Degree in Finance or related field.
• 5+ years creating financial plans for high net work clients.
• CFP (Certified Financial Planner) designation or 5+ years of experience in the financial industry.
• COI Network in the greater Akron OH area.

This company foster a culture of growth, teamwork, and internal promotions. You'll have the opportunity to work alongside industry experts, expand your skillset, and advance your career.

• competitive compensation
• generous health insurance coverage
• dental and vision plans
• competitive 401k package

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.