Sr. Wealth Advisor - Hybrid
Company: GPAC
Location: Escondido
Posted on: March 19, 2023
Job Description:
Sr. Wealth Advisor:--Position SummaryIf you're tired of
feeling--unappreciated--and just a number at work, it might be time
to find a firm better suited to your needs. How about--a career
that encourages you to want to get up each morning and come to work
with a friendly, outgoing team who emphasizes on developing
positive client relationships and growing longevity with the
company. This fantastic company is seeking a--Senior--Wealth
Advisor to sustain and grow a personal book of buisness of HNW
clients relationships, in addition to providing advisory services
and support to their current clients.--The position requires a
strong financial background who understands financial concepts
including Investment Models, Securities, Risk, Risk Tolerance,
Estate Planning Tools, Tax (for both personal and business),
Trusts, and Insurance product applications/uses.--Essential Job
Functions
- Grows and sustains a personal book of business of HNW clients
greater than $50M in assets, showing ability to increase SOW
overtime
- Develop high net worth business and bringing in new investments
clients and increase CWM net revenue
- Managing sales pipeline in Salesforce, and working within a
team of aligned professionals
- Servicing client needs and requirements as determined through
client interaction
- Leverages technology, team, and process to achieve the sales
results for the organization
- Adhere to all company and industry supervisory guidelines and
policies
- Provide positive and professional service to the client base
assigned.--Knowledge, Skills, and Abilities
- 8 years' experience (Required) in the wealth management
industry
- Must have client book of $50MM
- Must have FINRA Series 6 & 65
- Bachelor's degree or higher strongly preferred
- Certified Financial Planner (CFP) preferred
- Certified Financial Analyst (CFA) desirable
- CA - Life Insurance Licence - Preferred
- Business development skills
- Excellent interpersonal & communication skills
- Excellent attitude and an extraordinary client service
orientation
- A genuine interest in serving and caring for other people
- Excellent organizational and time management skills
- Ability to handle multiple tasks and priorities
simultaneously
- Willingness to be a team player in all respects
- Proficient computer skills:
- Microsoft Office
- Orion
- Salesforce
- TD AmeritradeMy name is Janeen Calhoun, and I look forward to
having a conversation with you about your aspirations for a future
career.-- Please contact me at (605) 705-3047--Or feel free to
schedule a day/time through my Calendly
---https://calendly.com/janeen-calhoun/30min to have a conversation
about this exciting career advancement opportunity!Agencies Owners
or Hiring Authorities: If your team needs any position filled, we
can also assist in presenting qualified talent.-- Please reach out
for a consultation today!Janeen CalhounSearch Consultant -
GpacFinancial Services - Insurance605-705-3047All 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, Escondido , Sr. Wealth Advisor - Hybrid, Other , Escondido, California
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