Wealth & Trust Advisor — CFP Eligible, ESOP, Growth

gpac; Wichita (KS); On-site; USD 65,000 - 100,000; Full time

Benefits offered by this job

Healthcare coverage

Competitive benefits package

ESOP for you

Job summary

gpac is seeking a Financial Planner for a community bank in Central Kansas to grow its wealth management practice. The advisor will manage client wealth, insurance, and trust services while developing strong client relationships and collaborating with teammates to grow AUM and cross-sell banking solutions.

The role favors candidates with CFP designation or progress toward that credential, a finance-related degree, and FINRA licenses.

Qualifications

• Bachelor's degree in finance, banking, or related field preferred.
• CFP designation preferred.
• FINRA Series 7 and 66 or Series 7/63/65 with appropriate state licenses.
• Knowledge of Trust, 401(k)s, ESOPs, and retirement accounts.
• Ability to build and nurture client relationships and cross-sell services.

Responsibilities

• Develop and maintain relationships with bank clients.
• Manage client wealth, insurance, and trust services.
• Collaborate with and train a newer Financial Advisor to ensure portfolio growth.

Skills

Relationship building

Wealth management

Client trust

Sales

Education

Bachelor's degree

CFP designation

FINRA 7/66 licenses

Insurance licenses

Tools

Microsoft Office

Fiserv

Infinex

Job description

gpac is seeking a Financial Planner for a community bank in Central Kansas to grow its wealth management practice. The advisor will manage client wealth, insurance, and trust services while developing strong client relationships and collaborating with teammates to grow AUM and cross-sell banking solutions.

The role favors candidates with CFP designation or progress toward that credential, a finance-related degree, and FINRA licenses.