Job Description : Are you tired of the large institution whose values and ethics have gone down the drain? A great company should be founded and built upon mutual understanding, trust, collaboration, and respect. What my firm is looking for: Financial Advisors to join our fast-growing fee-based firm. We will provide you with qualified leads that advertise locally on your behalf to make you that SUPER STAR Financial Advisor to your community.
What I am looking for: Experienced financial advisors looking to grow their business. To succeed, you will need to also possess the ability to listen and communicate effectively, work well in a team-oriented environment, and take pride both in your work and in helping others.The highest level of ethical standards is a must.
Requirement: • A well-maintained book of business that can transfer those assets across.
• Financial Planning / Investment Planning Experience
• Tax minimization Strategies
• Philanthropy Planning
• Legacy Planning
• Personal Brand Management.
Qualifications :
• 2 years of experience in Wealth Management.
• CFP/ChFC and additional designations are preferred, but not required.
• Applicable FINRA license(s).
• Portable BOB of $15mm AUM or more. 90% managed money (ideally but we are flexible).
• Competitive yet collaborative personality. We want advisors/fiduciaries who are passionate about serving their clients and growing their book by working with various subject matter experts within our community of advisors and growth partners.
• Clean U4/U5
• Wants to work remotely (however, local office(s) can be arranged if the advisor does not want to work on a remote basis).
Salary Range-$110,000 - $140,000 per year
Personal Qualities: Team-oriented with high integrity with an ability to work with teams located all over the country. Self-starter, with ability to follow direction, offer perspective on new initiatives and multi-task. Detail focused with excellent organizational skills and the ability to deliver quality work with a high degree of accuracy. Strong customer service and relationship building skills. Strong written and oral communication skills. Willing to contribute at any level with key stakeholders. I look forward to having a conversation with you about your aspirations for a future career. Please contact me at
to have a conversation about this exciting career advancement opportunity! Kevin Medico - Gpac
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.
