Senior Private Wealth Advisor

gpac; Canton (OH); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Health insurance

Dental plan

Vision plan

401k

Job summary

gpac and a local bank in Canton, OH are seeking a Client Advisor to join a tight-knit wealth management team. You will build trusted relationships, deliver tailored financial plans, and drive growth through proactive outreach.

The ideal candidate holds a Bachelor’s in Finance or related field, plus CFP certification or 5+ years as a financial advisor, enabling you to analyze client needs and present informed strategies.

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 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.
• Utilize interpersonal skills to forge long-lasting relationships with clients.
• Apply expertise in financial planning to create personalized strategies tailored to each client's needs.
• Leverage analysis to assess investment opportunities and optimize portfolio performance.
• Demonstrate strong communication to present complex financial concepts clearly.
• Leverage problem-solving abilities to tackle challenges and provide innovative solutions.

Skills

Bachelor's Degree in Finance or relate

CFP designation or 5+ years of advisor

Job description

gpac and a local bank in Canton, OH are seeking a Client Advisor to join a tight-knit wealth management team. You will build trusted relationships, deliver tailored financial plans, and drive growth through proactive outreach.

The ideal candidate holds a Bachelor’s in Finance or related field, plus CFP certification or 5+ years as a financial advisor, enabling you to analyze client needs and present informed strategies.