Senior Wealth Advisor – HNW Planning & Growth

gpac; Canton (OH); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Competitive compensation package

Health insurance

Dental plan

Vision plan

401(k) plan

Job summary

gpac is partnering with a well-established bank to hire a Client Advisor who will build relationships with high-net-worth clients and deliver comprehensive financial planning services. The role focuses on analyzing client situations and crafting customized wealth strategies while collaborating with internal teams for execution.

Ideal candidates hold a Bachelor's in Finance or related field, and either CFP designation or 5+ years of experience as a financial advisor, with a strong emphasis on

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 reach wealth goals.
• Collaborate with internal teams to implement investment plans and deliver client service.
• Stay updated on market trends, investment vehicles, and regulations to provide informed advice.
• Drive growth by expanding client base through networking and proactive business development.

Skills

Interpersonal skills

Financial planning

Portfolio analysis

Client communication

Business development

Education

Bachelor's Degree in Finance or related field

CFP designation

Job description

gpac is partnering with a well-established bank to hire a Client Advisor who will build relationships with high-net-worth clients and deliver comprehensive financial planning services. The role focuses on analyzing client situations and crafting customized wealth strategies while collaborating with internal teams for execution.

Ideal candidates hold a Bachelor's in Finance or related field, and either CFP designation or 5+ years of experience as a financial advisor, with a strong emphasis on