Senior Wealth Advisor

gpac; Green Bay (WI); On-site; USD 125,000 - 150,000; Full time

Job summary

A well-established company in the Financial Services sector is seeking a talented Sr. Wealth Advisor to join their dynamic team. This role offers the chance to build strong relationships with high net-worth clients while providing comprehensive financial planning services. You'll analyze financial situations and develop customized strategies to help clients achieve their wealth management goals. With a culture of growth and teamwork, this opportunity promises career advancement alongside industry experts. If you're ready to elevate your financial career and make a significant impact, this position is for you.

Benefits

Generous health insurance coverage

Dental and vision plans

Competitive 401k package

Qualifications

• 5+ years of experience in the financial industry.
• Team player who thrives in collaborative environments.

Responsibilities

• Build and maintain relationships with high net-worth clients.
• Analyze clients' financial situations and develop strategies.
• Collaborate with teams to execute investment plans.

Skills

Bachelor's Degree in Finance

CFP (Certified Financial Planner)

Interpersonal Skills

Organizational Skills

Problem-Solving Skills

Education

Bachelor's Degree in Finance or related field

Job description

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This range is provided by gpac. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$125,000.00/yr - $150,000.00/yr

gpac, a 30+ year recruitment company, is thrilled to partner with a well-established company in the exciting world of Financial Services. We are seeking a talented and experienced Sr. Wealth Advisor to join our client's 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- 5+ years of experience in the financial industry
• A team player who thrives in collaborative environments- Enjoys direct and personal interactions with clients
• Excellent organizational and time management skills
  
  

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 ranging from $125,000 to $150,000+, generous health insurance coverage, dental and vision plans, and a competitive 401k package.

For additional information on this opportunity, please contact JJ directly at (224)-278-9294. Resumes may be confidentially sent to [e-mail].

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.

GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Banking

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