Wealth Advisor
GPAC
- Philadelphia, PA
- $150,000-200,000 per year
- Permanent
- Full-time
- Provide comprehensive financial planning and investment management for high net worth individuals
- Develop and maintain client relationships; identify new business opportunities with existing clients
- Create personalized investment strategies and financial plans based on clients' investment objectives, risk tolerance, time horizon and financial situation
- Regularly monitor client portfolios and financial plans; make adjustments as needed
- Prepare and present quarterly performance reviews for clients
- Stay current on financial markets, products and taxation changes
- 5+ years experience as a Wealth Manager
- Proven ability to develop and retain long-term client relationships
- CFP or other financial planning certification
- Series 7 and 66 (or equivalent) licenses
- Established book of business and client base (minimum $40M AUM)
- Proficiency with financial planning and portfolio management software
- Excellent communication and presentation abilities
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