Wealth Advisor

GPAC

  • Philadelphia, PA
  • $150,000-200,000 per year
  • Permanent
  • Full-time
  • 22 days ago
  • Apply easily
Wealth AdvisorOur growing financial services firm is seeking an experienced Wealth Advisor to join our team. This position requires an existing book of business as you will be responsible for managing your own clients.Responsibilities:
  • 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
Requirements:
  • 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
We offer a competitive compensation package including salary, bonus potential and benefits. Ongoing support with marketing, compliance and operations provided. Ideal for an experienced Wealth Advisor looking to leverage their existing book while getting support on back office functions and business development.To be considered simply apply or email your resume directly to crystal.ramoutar@gogpac.com ,all qualified professionals will be contacted.

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