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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 --- 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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