Jr. Financial Advisor

GPAC

  • Stamford, CT
  • $70,000-75,000 per year
  • Permanent
  • Full-time
  • 23 days ago
  • Apply easily
Looking for a Registered Client Associate/Licensed Wealth Management Associate with at least 3 years of experience in financial services. Candidate must have the skill set, drive, and determination to work with all clients. It is a vital component to be comfortable with high-net worth relationships. Candidate must have the confidence and professionalism necessary to communicate directly with clients at any level in a warm, patient, and courteous manner.The primary role of the Wealth Management Associate will be to support the Financial Advisor/CEO in all details of a client's asset portfolio, preparing for client meetings, performance reports, opening new accounts, monitoring accounts, developing solutions for client's everyday challenges as well as creating genuine relationships with the client.Responsibilities:- Demonstrates accountability and takes ownership in daily work by owning responsibility and consistently taking action that supports the success of the Firm
- Responds to investment client inquiries and requests in a timely and accurate manner
- Adept at explaining complex solutions to clients in an easy to understand language
- Monitors and follows through on all tasks from start to finish to ensure completion of the transaction or process.
- Communicates at a high level both in person and through email to convey the firm's message and investment discipline
- Maintains information in the company CRM database, including, and not limited to, entering new clients/contacts, creating groups and/or running reports and creating workflow efficiencies
- Complies with all industry and broker/dealer rules and regulations
- Maintains all required licensing and meets continuing education requirements on an annual basis
- Operates autonomously and comfortable working in a small office setting, which often requires the individual to adapt to new responsibilities as the firm grows and evolvesRequirements:- Hold active FINRA Series 7 & 65 licenses (THIS IS A REQUIREMENT)
- Bachelor's degree preferred
- Client-focused, highly dependable and analytical
- Exemplary communication and presentation skills
- Strong time/energy management, organizational skills; able to effectively prioritize
- Local to Raleigh, Asheville, or Charlotte, NC or willing to commute
- Investment reporting software experience - Morning Star experience is helpful
- Proven ability to meet deadlines as well as effectively identify and solve problemsIf interested in learning more this great opportunity or any other at Gpac please email resume to stefanie.isaksen@gogpac.com or contact Stefanie Isaksen @ 605-705-3920 call/text.

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