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Junior Financial Advisor

Employer
GPAC
Location
Darien, Connecticut, United States
Closing date
Dec 7, 2021

View more

Job Role
Other
Sector
Finance
Contract Type
Permanent
Hours
Full Time
GPAC a family owned, 30-year independent firm. We build & have maintained relationships locally, regionally, and nationally.

Looking for a Junior Financial Advisor (no selling)!!! My client has a great business working with a large concentration of retirees. My client is looking for a service advisor no selling!! Base plus possible bonus, and proft sharing after a year or two.

Responsibilities:
  • Act as a trusted advisor to, and advocates for, clients and prospects
  • Develop in-depth understanding of clients' needs, preferences and overall wealth
  • Be responsive to changes in the business environment or client needs
  • Build and maintain client base and acquire new clients on an on-going basis
  • Regularly analyze clients' accounts and plans
  • Monitor market trends and research available investment opportunities to determine suitability or best interest for clients financial plans
  • Maintain required individual insurance and securities licenses, including continuing education requirements
  • Must comply with all company policies and procedures, applicable to laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control

Requirements:
  • Strong sales initiative that drives results in initiating, developing and securing relationships with new and existing customers
  • Good knowledge of accounting principles, as well as good analytical, verbal, mathematical, and written communication skills
  • Series 7, 63, 65, and 66 Licenses preferred but not required
  • Strong business development and cross servicing skills
  • Strong financial analysis skills
  • One to three years of similar or related experience


If interested in learning more this great opportunity or any other at Gpac please contactJodi Kriseman @ (605) 610-1426 call/text or email resume to jodi.kriseman@gogpac.com

*** Wealth Management Firms: If your team needs any position(s) filled, we can also assist in presenting qualified talent. Reach out for consultation TODAY! ***

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 for the past 31 years. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.

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