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
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