Financial Advisor

Company: GPAC
Location: Houston
Posted on: March 19, 2023

Job Description:

Job Title: Financial AdvisorThe Financial Advisor position is for someone who enjoys the hunt for new clients seeking financial security through a wealth management strategy and also managing existing relationships on an on-going basis.Responsibilities:

• Meeting with clients to determine their needs and then creating customized investment plans for them
• Develop high net worth business and bringing in new investment clients
• Advise established investment models and strategies that are appropriate for our clients
• Promote the firms wealth enhancement and planning services
• Adhere to all company and industry supervisory guidelines and policies
• Increase the firms Assets Under Management through the acquisition of new clients, developing relationships with high-net-worth individuals and families
• Maintain ongoing relationships with clients via regular periodic communication and personal social engagement
• Attend corporate events, social gatherings, and other events necessary for cultivating prospective client relationshipsRequirements:
  • Bachelor's degree
  • Previous years of experience in Financial Services
  • A portable Book of Business is preferred
  • Designations like CFP, CPA, JD, etc. preferred
  • FINRA Series 7, 65, 66
  • Proficient with computer programs and software
  • Strong interpersonal skillsBryce KerkmanWealth Management DivisionGPAC(605) 800-4099bryce.kerkman@gogpac.comAll 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.

Keywords: GPAC, Houston , Financial Advisor, Accounting, Auditing , Houston, Texas