Client Advisor

gpac; Canton (OH); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Competitive compensation package

Health insurance

Dental plan

Vision plan

401(k) plan

Job summary

gpac is partnering with a well-established bank to hire a Client Advisor who will build relationships with high-net-worth clients and deliver comprehensive financial planning services. The role focuses on analyzing client situations and crafting customized wealth strategies while collaborating with internal teams for execution.

Ideal candidates hold a Bachelor's in Finance or related field, and either CFP designation or 5+ years of experience as a financial advisor, with a strong emphasis on

Qualifications

• Bachelor's Degree in Finance or related field.
• CFP designation or 5+ years of experience as a financial advisor.

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 reach wealth goals.
• Collaborate with internal teams to implement investment plans and deliver client service.
• Stay updated on market trends, investment vehicles, and regulations to provide informed advice.
• Drive growth by expanding client base through networking and proactive business development.

Skills

Interpersonal skills

Financial planning

Portfolio analysis

Client communication

Business development

Education

Bachelor's Degree in Finance or related field

CFP designation

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

• Bachelor's Degree in Finance or related field
• CFP (Certified Financial Planner) designation or 5+ years of experience as a financial advisor.

This company fosters 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 package, generous health insurance coverage, dental and vision plans, and a 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.