Wealth Advisor

GPAC

  • Savannah, GA
  • $75,000-150,000 per year
  • Permanent
  • Full-time
  • 1 month ago
  • Apply easily
Wealth AdvisorWhy join us?Are you intrigued by the prospect of becoming part of a gratifying, lively, enjoyable, and family-oriented organization where your professional growth is swift, and your opinions matter? Joining our firm means experiencing a workplace where respect and appreciation take precedence over being just a number. Our core values revolve around Family, Beliefs, and Financial Security, setting us apart from the ordinary. This is a unique opportunity; we offer abundant resources to our Wealth Advisors, coupled with a supportive team-centric company culture.We seek accomplished Wealth Advisors to contribute their expertise to our team. We empower you to take ownership of your preferred niche client base by crafting a personalized marketing strategy tailored to your needs.Do you possess a Wealth Advisor background with a well-established client portfolio but find yourself dissatisfied with your current firm? Then we want to talk to you!Wealth Advisor’s will need:
  • While Certified Financial Planners (CFPs) are preferred, it is not a mandatory requirement
  • Embrace an open-minded approach and a commitment to personal growth
  • Essential team player mindset
  • Demonstrated track record with an established book of business
  • Possession of a Series 65, ChFC, or equivalent qualification
  • Managing a transferable book of business with a min of $10 million or more in AUM.
Benefits:
  • Adaptable work hours
  • Support for parental leave
  • Assistance with professional development
  • Participation in a referral program
  • remote
  • Both W2 and 1099 arrangements, inclusive of bonus/commissions
  • No mandatory sales quota
  • Exercise control over your portfolio using your methods, while benefiting from our available tools and supportive team!
  • Marketing for your brand!
All discussions and resumes sent regarding this Wealth Advisor position are confidential. Apply here or send resumes to Katlynn.covington@gogpac.com

LogicMelon