Description:
Gpac, a 30+ year recruitment company, is thrilled to partner with a well-established company in the exciting world of Financial Services. They are growing and looking for a talented and experienced Sr. Wealth Advisor. If you're ready to take your financial career to new heights and make a significant impact on people's lives, this amazing opportunity is just for you!
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
Essential Job Functions
- Utilize your exceptional interpersonal skills to forge long-lasting relationships with clients
- Apply your expertise in financial planning to create personalized strategies tailored to each client's unique needs
- Leverage your aptitude for analysis to assess investment opportunities and optimize portfolio performance
- Demonstrate your strong communication skills to effectively present complex financial concepts to clients in a clear and concise manner
- Leverage your problem-solving abilities to tackle challenges and provide innovative solutions to exceed client expectations
Skills
- Bachelor's Degree in Finance or related field
- CFP (Certified Financial Planner) designation- 5+ years of experience in the financial industry
- A team player who thrives in collaborative environments- Enjoys direct and personal interactions with clients
- Excellent organizational and time management skills