Wealth Advisor - Gpac

Wealth Advisor/Manager

gpac, a 30+ years recruitment company, is partnered with a well-established, boutique wealth and trust management firm that is expanding their team and looking for a Trust Officer and Portfolio Managers 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. 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 
• Consult with governing committees to administer accounts in accordance with guidelines, procedures, and regulations 
• Exercise fiduciary standard of care to act in the best interest of clients

Skills:

• 5+ years of experience as a financial advisor with HNW clients
• Excellent oral and written communication skills -
• Organizational skills and ability to reprioritize workload -
• Experience with broker/dealer or registered investment advisor (RIA) firms
• FINRA Series 7, 63 or 66
• CPA, CFA 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.