Wealth Planning Advisor for High-Net-Worth Clients

gpac LLC.; Akron (OH); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Dental plan

Vision plan

401k

Job summary

gpac LLC. partners with a well-established bank in Akron, Ohio, to recruit a Client Advisor who will build and maintain strong relationships with high net-worth clients and provide comprehensive financial planning services.

The role requires analyzing clients' financial situations, developing customized wealth management strategies, and collaborating with internal teams to ensure seamless execution of investment plans while delivering exceptional client service.

Qualifications

• Bachelor's Degree in Finance or related field is required.
• CFP designation or 5+ years of experience in the financial industry is required.

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.

Education

Bachelor's Degree in Finance or related field

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

Job description

gpac LLC. partners with a well-established bank in Akron, Ohio, to recruit a Client Advisor who will build and maintain strong relationships with high net-worth clients and provide comprehensive financial planning services.

The role requires analyzing clients' financial situations, developing customized wealth management strategies, and collaborating with internal teams to ensure seamless execution of investment plans while delivering exceptional client service.