Wealth Advisor

Seeking an experienced Wealth Advisor to join our growing team and manage an existing book of high net worth clients. As a Wealth Advisor with us, you will: Provide customized investment management and financial planning to help clients achieve their financial goals. Develop goals-based plans; create and manage investment portfolios; produce personalized reporting. Grow and retain the book of business through outstanding client service, strong communication skills, and a holistic planning approach. Identify new business opportunities. Work closely with a dedicated client associate to coordinate meetings, manage paperwork, and ensure prompt follow-up. Leverage the full resources of our firm, to provide clients with sophisticated wealth management solutions. Requirements:
5 years of experience in financial advisory or wealth management for HNW individuals CFP or related financial planning certification  Series 7 and 66 (or willing to attain) Existing book of business of $20M in investable assets Proven track record of acquiring new clients and assets Excellent communication skills and ability to explain complex concepts simply We offer:
Competitive payouts and full benefits package Flexible work arrangements Ongoing training and development Collaborative team environment This is an outstanding opportunity to leverage an existing book of business while continuing to build your practice. Some travel is required to service clients. All qualified professionals will be considered, simply apply or email resume directly to All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.
GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.