Wealth Advisor for High-Net-Worth Clients

Gpac; Columbus (OH); Presencial; USD 65 000 - 100 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Health insurance

Dental insurance

Vision insurance

401k package

Competitive compensation

Resumo da oferta

gpac is partnering with a well-established bank in Columbus to hire a Client Advisor who will build strong relationships with high net-worth clients and deliver comprehensive financial planning. The role focuses on analyzing financial situations, crafting customized strategies, and collaborating with internal teams to execute investment plans with excellent service.

The ideal candidate has a Bachelor's in Finance or related field, CFP preferred or 5+ years in financial services.

Qualificações

• 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 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.

Responsabilidades

• 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 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.

Formação académica

Bachelor's Degree in Finance or related field

CFP designation (preferred) or 5+ years of experience in the financial industry

Descrição da oferta de emprego

gpac is partnering with a well-established bank in Columbus to hire a Client Advisor who will build strong relationships with high net-worth clients and deliver comprehensive financial planning. The role focuses on analyzing financial situations, crafting customized strategies, and collaborating with internal teams to execute investment plans with excellent service.

The ideal candidate has a Bachelor's in Finance or related field, CFP preferred or 5+ years in financial services.