HNW Wealth Advisor (CFP) | Growth & Client Impact

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 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.