November 5, 2024

GPac

Providence

FULL TIME

Wealth Advisor

Salary: $85k - 200k per year
Reference: BGD RI FABOB1
gpac, a 30+ years recruitment company, is partnered with a well-established, boutique wealth management firm that is expanding their team and looking for a Wealth Advisor/Manager to join their organization. This is an ideal opportunity for candidates who want to work in a smaller practice with a high-touch client-centric focus. They offer a high pay out percentage over 60%, have back-office support and tons of flexibility and autonomy. Candidates will need to have some portable assets.

For consideration, call 203-548-9232 and email resume to bethany.delahunt@gogpac.com

Responsibilities:

Maintain a diverse book of private wealth clients and serve as the relationship manager
Partner with clients’ financial professionals to review estate planning, tax planning, and investment needs
Analyze client inquiries and provide appropriate solutions utilizing product and fiduciary knowledge
Implement the account’s investment strategy and oversee long-term objectives
Exercise fiduciary standard of care to act in the best interest of clients

Qualifications:

2+ years of experience as a Financial Advisor
An established portable book of business
Experience with broker/dealer or registered investment advisor (RIA) firms
FINRA Series 66, 7 or and/or 63
CFP a plus, but not required

In order to apply, email resume to bethany.delahunt@gogpac.com and call Bethany in order to be considered. 203-548-9232

Looking forward to hearing from you.
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.
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