Wealth Advisor

https:/jobs.gogpac.com/gpac/search/Apply/all/138/504107510/Wealth%20Advisor.html; Dallas (TX); On-site; USD 70,000 - 100,000; Full time

Job summary

A leading recruitment company is seeking a dedicated Wealth Advisor for a boutique firm in Dallas. The role entails providing financial planning services and developing investment strategies while building strong relationships with clients. Candidates should ideally possess Series 7 and 3-5+ years of experience in wealth management. Ongoing support in marketing and operations is offered.

Qualifications

• 3-5+ years of experience in wealth management.
• Proven ability to develop and retain long-term client relationships.
• Strong knowledge of investment strategies and financial planning.

Responsibilities

• Providing comprehensive financial planning services to clients.
• Developing and implementing investment strategies based on client needs.
• Building and maintaining strong relationships with clients.

Skills

Investment strategies

Financial planning

Client relationship development

Communication

Education

Series 7, 66, or 63/65 licenses

Certified Kingdom Advisor (CKA)

Certified Financial Planner (CFP)

Tools

Schwab

Job description

We are seeking a productive, focused, and principled Wealth Advisor passionate about helping others mindfully build and manage their wealth.

gpac, a recruitment company with over 30 years of experience, is partnered with a boutique firm that is welcoming a new Wealth Advisor to their team.

As a faith-driven organization, they are committed to partnering with their clients on their journey of financial stewardship and preservation.

This is a salaried role with additional revenue sharing.

Responsibilities include:

1. Providing comprehensive financial planning services to clients
2. Developing and implementing investment strategies based on client needs
3. Building and maintaining strong relationships with clients to ensure their financial goals are met
4. Communicating complex financial concepts in an easy-to-understand way

Qualifications:

• Series 7, 66, or 63/65 licenses
• 3-5+ years of experience in wealth management
• Certified Kingdom Advisor (CKA) or Certified Financial Planner (CFP) certification is ideal, but not required
• Proven ability to develop and retain long-term client relationships
• Strong knowledge of investment strategies and financial planning
• Familiarity with Schwab

Ongoing support with marketing, compliance, and operations is provided.

For consideration, please email your resume to [e-mail] and call 203-548-9232 for more information. Looking forward to connecting!