Wealth Advisor I

GBC Bank; Greenfield (IN); On-site; USD 60,000 - 80,000; Full time

Job summary

GBC Bank in Greenfield, Indiana, is searching for a dedicated Wealth Advisor to provide investment advisory services and foster long-term client relationships. The successful candidate will cultivate leads and serve as the primary advisor for clients, conducting financial reviews and assisting with investment strategies.

The ideal candidate will hold a CFP/CFA designation and have at least 2 years of relevant experience, along with strong communication skills and a can-do attitude towards client service.

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Qualifications

• Minimum 2 years of experience in client relationship management in a wealth management context.
• Strong knowledge of financial planning and investment principles.
• Excellent verbal and written communication skills.

Responsibilities

• Cultivate prospective client leads.
• Serve as the primary advisor for assigned client relationships.
• Conduct financial reviews and assist with investment strategies.

Skills

Client relationship management

Financial planning

Investment advisory

Communication skills

Education

Bachelor's degree in finance or related field

CFP/CFA certification

Job description

Overview

We are seeking a client-focused Wealth Advisor who is experienced in delivering investment advisory services. The ideal candidate is a CFP/CFA professional (or working toward the designation) with a passion for building long-term client relationships and delivering comprehensive financial advice.

Responsibilities

• Cultivate prospective client leads.
• Serve as the primary advisor for an assigned group of client relationships.
• Manage and support client accounts by conducting financial reviews, assessing goals and risk tolerance, developing recommendations, and assisting with investment and financial planning strategies.
• Build trusted, long-term relationships through proactive outreach and exceptional service.
• Collaborate with support staff and other advisors to ensure a seamless client experience.

Qualifications

• CFP/CFA certification in good standing.
• Bachelor's degree in finance, financial planning, accounting, economics, business, or a related field.
• A minimum of 2 years of experience independently leading client relationships within a financial planning or wealth management firm.
• Strong knowledge of financial planning concepts, investment principles, and retirement planning strategies.
• Excellent verbal and written communication skills.
• Current driver’s license and a vehicle with appropriate insurance coverage if required to drive in the course of performing assigned duties.

Please note that this job description is not inclusive of all activities, duties or responsibilities that are required of this position. Duties, responsibilities and activities are subject to change at any time with or without notice.