Wealth Planner
Company: GPAC
Location: West Palm Beach
Posted on: October 11, 2024
|
|
Job Description:
Gpac, a 30 years recruitment company, is partnered with a
well-established company in the Wealth Management sector! Our
client, a locally owned Private Wealth firm, is seeking an
experienced -Wealth Planner -to join their team!Opportunity:Core
team members will gain valuable experience in a collaborative and
flexible environment. Other benefits and opportunities related to
this position include:
--- Working in an environment that encourages professional
development and embraces new ideas
--- Drafting financial plans with few conflicting demands
--- Being an integral part of a growing team and having a flexible
schedule
--- Working with a variety of clients with complex financial needs
-Responsibilities:
--- Articulate the value of financial plans and financial planning
effectively
--- Sell financial plans and oversee the process of collecting
payment
--- Conduct purposeful and inspiring planning meetings with
clients
--- Proactively communicate with clients throughout the planning
process
--- Collaborate professionally with client's advisors and our
virtual family office partners
--- Create thorough Financial Plans using the team's financial
planning software (RightCapital or MoneyGuide Pro), as well as
Microsoft Word and Excel.
--- Condense all recommendations from the financial plans into
concise action plans for the client and the Wealth Manager.
--- Review completed plans with the Wealth Manager and Wealth
Advisor before client presentations.
--- Share ideas for improving planning templates, processes, and
resources for consideration
--- Use CRM and client folders judiciously to document
recommendations, decisions, and future actions.
--- Contribute to client acquisition by identifying opportunities
for introductions and providing introductions to the Wealth
Advisor, Retirement Plan Advisor, or Business Advisor.
--- Participate in occasional client events.
--- Participate in identifying, qualifying, and evaluating current
and potential virtual family office partners.
--- Participate in and assist the Business and Family Office
Advisor in planning and leading productive Family Office meetings.
-Skills & Qualifications:
--- Bachelor's Degree and completion of CFP - coursework and
current ability to use designation
--- Series 7 & 66 (or 63 and 65) (not required)
--- Life, Accident, and Health Insurance License (not required)
--- Two years of client-facing financial planning experience
--- Proven ability to cultivate and sustain client
relationships
--- Proficient in all aspects of financial planning
--- Passionate about holistic financial planning and client service
with a commitment to personal growth and adaptability
--- Excellent communication skills (verbal, written, and
listening); adept at expressing complex ideas simply
--- Ability to build rapport with clients, demonstrate empathy, and
deliver professional recommendations, even in challenging
situations
--- Diligent in using CRM to document conversations and actions
--- Highly proficient in RightCapital and MoneyGuide Pro or quick
to become proficient
--- Extensive experience with computers and Microsoft Office
applications, especially Word, Excel, and Outlook
--- Collaborative team player, capable of working well with
employees at all levels
--- Meticulous, detail-oriented, committed to excellence,
personally accountable, proactive, and flexible -Compensation &
Benefits:
--- Competitive salary based on experience with bonus opportunities
linked to team growth Support for professional
accreditation/continuing education requirements and other
educational/training opportunities
--- Semi-Flexible work options
--- Comprehensive coverage of employee medical, dental, and vision
premiums
--- 401(k) Plan with 100% match up to 6% plus Profit-Sharing -
-Apply now! Email cover letter and resume to
esther.holtzclaw@gogpac.com. -This is an amazing opportunity for
professionals looking to further their career in the financial
services industry and work for a reputable company that truly
values its employees.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.
Keywords: GPAC, Delray Beach , Wealth Planner, Other , West Palm Beach, Florida
Click
here to apply!
|