Client Advisor

Gpac; Columbus (OH); On-site; USD 65,000 - 100,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401k package

Competitive compensation

Job summary

gpac is partnering with a well-established bank in Columbus to hire a Client Advisor who will build strong relationships with high net-worth clients and deliver comprehensive financial planning. The role focuses on analyzing financial situations, crafting customized strategies, and collaborating with internal teams to execute investment plans with excellent service.

The ideal candidate has a Bachelor's in Finance or related field, CFP preferred or 5+ years in financial services.

Qualifications

• 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 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.

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 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.

Education

Bachelor's Degree in Finance or related field

CFP designation (preferred) or 5+ years of experience in the financial industry

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 (preferred) or 5+ years of experience in the financial industry

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. We offer competitive compensation, 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.