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