Wealth Manager / Financial Advisor
Company: GPAC
Location: Richmond
Posted on: March 20, 2023
Job Description:
Wealth AdvisorPosition SummaryThe primary role of the Wealth
Management Advisor is to help our clients improve their financial
security and quality of life by providing comprehensive financial
services, putting the needs of the client first and providing
exceptional service every time. Essential Job Functions
- Meeting with clients to determine their needs and then creating
customized investment plans and following up with clients
accordingly
- Determining and assigning client segments and ensuring the
client information is accurate in database
- Identifying and pursuing targeted prospects when
appropriate
- Maintaining contact with prospects through marketing materials,
email commentary, phone calls, client/prospect events, etc., and
following up on a regular basis until an appointment is scheduled
or it is determined that the prospect is not interested
- Meeting with product sponsors to understand options available
in the marketplace
- Conducting investment research on fund companies and securities
products
- Placing trades
- Identifying continuing education opportunities for the
financial services staff and attending training as appropriate
- Performing special projects as assigned Knowledge, Skills, and
Abilities
- Capitalize on Opportunities
- Communication
- Critical Thinking
- Teamwork
- Relationship Building
- Technical Knowledge
- Work Quality Preferred Education and Experience
- 5 years of investment advisory experience
- Bachelor's degree or higher
- Clean U-4 and U-5 history
- Certified Financial Planner (CFP)
- Certified Financial Analyst (CFA) desirableFeel free to reach
out to me directly at with your resume. I look forward to helping
you take the next step in your career!Stefanie IsaksenDirector -
Wealth ManagementAll 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, Richmond , Wealth Manager / Financial Advisor, Executive , Richmond, Virginia
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