What are the responsibilities and job description for the Associate Wealth Advisor position at gpac?
Position Summary
The Associate Wealth Advisor supports senior advisors in managing client relationships, delivering financial planning, and executing investment strategies. This role is ideal for a candidate on the CFP® track or with aspirations of growing into a lead advisory position.
Key Responsibilities
All 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.
The Associate Wealth Advisor supports senior advisors in managing client relationships, delivering financial planning, and executing investment strategies. This role is ideal for a candidate on the CFP® track or with aspirations of growing into a lead advisory position.
Key Responsibilities
- Support senior advisors in client relationship management and service
- Assist in the development and implementation of financial plans
- Prepare for and participate in client meetings; follow up on action items
- Conduct investment research and portfolio analysis
- Manage client onboarding and data gathering
- Use CRM and planning software to maintain accurate client records
- Stay up to date on market trends, financial planning techniques, and regulatory changes
- Bachelor's degree in Finance, Accounting, Economics, or related field
- 1-3 years of experience in wealth management, financial planning, or investment advisory
- Progress toward or completion of CFP® certification strongly preferred
- Strong analytical, organizational, and communication skills
- Proficient with financial planning tools (e.g., eMoney, MoneyGuidePro) and CRM systems
- FINRA Series 65 or willingness to obtain within 6 months of hire
- Career growth and development path toward Lead Advisor
- Competitive compensation and performance-based bonuses
- 401(k) with company match
- Paid time off, holidays, and wellness benefits
- Ongoing education support for licensing and certifications
All 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.
Salary : $50,000 - $80,000
