Financial Advisor - job 4 of 14

gpac, a recruitment company for over 30 years, is partnered with an award winning, rapidly growing RIA gaining momentum in the Wilmington area ready to bring on exceptional wealth management professionals to join their team. They can support advisors with large books, witha full platform and back office built out.This company is known for providing exemplary client experience, achieving exceptional results, and fostering the collective growth of the team and company. They support incoming partners with a welcoming, collaborative and energetic environment for those who want to work in an office setting. Remote options available as well.• For consideration, please send resume to bethany.delahunt@gogpac.com and call 203-548-9232. (Please do not fill out online applications).Position Responsibilities:- Actively solicits new and existing financial planning and investments solutions from business owner, retiree, executive and young professional client segment- Based on individualized needs analysis, collaborates with Financial Advisory team to create recommendations for customized financial solutions to current and potential customers.- Profiles clients and deliver recommendations to ensure these needs are met.- Increases assets under management by offering planning and investment solutions to clients and leveraging partnerships with centers of influence and current clients.- Maintains and builds referral channel and develop strong partnerships to ensure investment needs of current and potential customers in assigned Market and/or branches are met or exceeded.- Follows firm process of regularly meeting with clients to make adjustments to strategies based on their current situation and goals- Meets or exceeds established sales goals for assigned market, while meeting individual client needs and complying with pertinent policies and regulations.Position Skills:- Series 7, 66 or 63/65 or aquire within 90 days of hire- 5+ years of experience in wealth management- Certified Financial Planner (CFP) certification a plus- Transferable book- Proven ability to develop and retain long-term client relationships- Strong knowledge of investment strategies and financial planning- Desire/ability to work successfully in a small company environment- Familiarity with RedTail, eMoney, Riskalyze, Schwab, Orion is a plusOngoing support with marketing, compliance and operations provided. Ideal for an experienced to mid-level Wealth Advisor looking to leverage their existing book while getting support on back-office functions and business development.To be considered email your resume directly to bethany.delahunt@gogpac.com. Best to follow with a call/text to 203-548-9232 for consideration.