Senior Wealth Advisor - Client Planning

gpac; Akron (OH); On-site; USD 65,000 - 110,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401k plan

Competitive compensation

Job summary

gpac partners with a local bank to find a Client Advisor who can build relationships with high-net-worth clients, provide comprehensive financial planning, and deliver exceptional client service.

The role emphasizes collaboration with internal teams, staying current on market trends, and growing the client base through proactive networking. A CFP designation or equivalent experience is preferred.

Qualifications

• Bachelor's degree in finance or related field.
• CFP designation or 5+ years of experience as a financial advisor.
• Experience building relationships with high-net-worth clients.

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.

Skills

Interpersonal skills

Financial planning

Portfolio analysis

Education

Bachelor's Degree in Finance or related field

CFP designation or 5+ years of experience as a financial advisor

Job description

gpac partners with a local bank to find a Client Advisor who can build relationships with high-net-worth clients, provide comprehensive financial planning, and deliver exceptional client service.

The role emphasizes collaboration with internal teams, staying current on market trends, and growing the client base through proactive networking. A CFP designation or equivalent experience is preferred.