Wealth Advisor / Planner

gpac is pleased to represent a growing advisory firm with a remote opportunity for CFP Advisors/Planners to join their team, offering a base salary, benefits, payout ranging from 35-85% and referral system.The salary is commensurate with the size of existing book, 10M starts you at $70,000, 20M starts at $110,000. CFP is preferred. They have several sister companies and will be adding many additional services in 2025.Company Provides:• E&O- $2400 annually• Technology- $8160 Annually• Hardware- $3600 budget• Operations• License Fees/CE• Client EventsCompany Support:• Investment Management• PR & Marketing• Para-Planning• Transferring Business• Philanthropic Advisory• Tax PreparationQualifications:• CFP - preferred• Series 7 & 66• Bachelors• Portable Book (Min. 10M) transferable within 6 monthsEmail your resume to bethany.delahunt@gogpac.com and call/text 203-548-9232. Looking forward to connecting soon!