Wealth Advisor - Gpac

Wealth Advisor

"I don't predict the future, but as your Wealth Advisor, I can certainly help you financially prepare for a surprise unicorn or two. Ready for the unexpected?"

Why join us?

Are you intrigued by the prospect of becoming part of a gratifying, lively, enjoyable, and family-oriented organization where your professional growth is swift, and your opinions matter? Joining our firm means experiencing a workplace where respect and appreciation take precedence over being just a number. Our core values revolve around Family, Beliefs, and Financial Security, setting us apart from the ordinary. This is a unique opportunity; we offer abundant resources to our Wealth Advisors, coupled with a supportive team-centric company culture. Juggling micromanagement along with the expectation to actively sell commission-driven items? Look no further, your search STOPS here!

With nearly $3 billion in Assets Under Management (AUM), we are in the midst of a nationwide expansion and seek accomplished Wealth Advisors to contribute their expertise to our team. We empower you to take ownership of your preferred niche client base by crafting a personalized marketing strategy tailored to your needs.

Do you possess a Wealth Advisor background with a well-established client portfolio but find yourself dissatisfied with your current firm? Then we want to talk to you!

Wealth Advisor’s will need:

• While Certified Financial Planners (CFPs) are preferred, it is not a mandatory requirement
• Embrace an open-minded approach and a commitment to personal growth
• Essential team player mindset
• Demonstrated track record with an established book of business
• Possession of a Series 65, ChFC, or equivalent qualification
• Managing a transferable book of business with a min of $25million or more in AUM. 

Benefits:

• Enjoy numeration akin to a partner or owner
• Comprehensive Health Benefits, 401k, PTO 
• Adaptable work hours
• Support for parental leave
• Assistance with professional development
• Participation in a referral program
• Options for remote, hybrid, or in-office work
• Both W2 and 1099 arrangements, inclusive of bonus/commissions, and potential for employee ownership
• No mandatory sales quota
• Exercise control over your portfolio using your methods, while benefiting from our available tools and supportive team!
• Marketing for your brand!

All discussions and resumes sent regarding this Wealth Advisor position are confidential. Apply here or send resumes to tamara.washington@gogpac.com for immediate consideration.

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.