What are the responsibilities and job description for the Financial Planner position at gpac?
We are seeking an experienced, knowledgeable financial planner to join our growing advisory firm. As a financial planner, you will work closely with clients to understand their financial situations and goals and develop comprehensive financial plans to help them achieve those goals.
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.
Responsibilities
- Meet with clients to collect information about their financial situations, objectives, risk tolerance, time horizons, etc.
- Analyze clients' finances, identify issues and opportunities, and evaluate alternative courses of action
- Develop and present comprehensive financial plans that include investment strategies, tax planning, asset allocation, risk management, retirement planning, estate planning strategies, and other components
- Implement financial plans by recommending specific investment vehicles, insurance policies, etc.
- Monitor clients' accounts and plans, recommending any necessary changes and ensuring continued progress toward goals
- Stay current on financial planning regulations, legislation, and tax law changes
- Bachelor's degree in finance, accounting, business, economics or related field
- 3 years experience in financial planning or analysis role
- CFP (Certified Financial Planner) designation preferred
- Series 65 license or ability to attain
- Excellent analytical, communication, and relationship-building skills
- High attention to detail with ability to explain complex financial concepts simply
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 : $75,000 - $150,000
