Senior Financial Advisor - Gpac

Are you looking for an environment where the firm’s values align with your own?  Are you seeking a home where integrity and client fiduciary responsibilities are more important than an AUM quota?

I have a unique firm who places culture ahead of profit.  A firm who believes that’s its clients can best be served by professionals who are transparent in both their communication and intent.

Are you a Financial Advisor with an existing book of business that generates at least $350k in Annual Revenue and growing.

If you have a FINRA 7 and 65 and a clean U5 we should have a conversation.

What we offer:

• A generous pay out plan and the ability to own your own book of customers
• The firm provides Breakaway and Transition Assistance with moving over clients
• Plug-in-Play Resources (computers, phones, software platform) and access to an established COI
• Ability to set up your own LLC which allows you to deduct expenses such a client entertainment and a company vehicle
• Continuity Agreement which provides for an independent valuation of the value of your book should you decide to retire and sell the book. 
• Decades of experience guiding high and ultra-high net worth individuals and families.

For more information on this compelling opportunity contact david.boldon@gogpac.com

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.