- 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 $25million or more in AUM.
- Enjoy remuneration akin to a partner or owner
- Comprehensive Health Benefits, 401k, PTO
- Adaptable work hours
- Support for parental leave
- Assistance with professional development
- Participation in a referral program
- Options for remote, hybrid, or in-office work
- Both W2 and 1099 arrangements, inclusive of bonus/commissions, and potential for employee ownership
- 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
-
Experienced Wealth Management Advisor
3 hours ago
Equitable Advisors North Carolina, United StatesA culture of growth with a firm that supports. Independent, but not alone. · You've built a successful practice and now you're considering a move. Perhaps you're looking for more. At Oakbridge Financial Group, LLC (with Equitable Advisors), we'd like to get to know and understand ...
-
Wealth Advisor
5 days ago
First Financial Northwest Washington, United StatesBring your expertise and enthusiasm to a company that's eager to put your talents to use. · Wealth Advisor · Our Wealth Advisor is an integral part of the First Financial Wealth Services team engaging our clients to deepen the relationship through a full complement of services an ...
-
Financial Advisor, Wealth Management
5 days ago
Pop-Up Talent Washington, United StatesRelationship Manager · Remote in Washington, DC and/ or Northern VA · Washington, DC , Northern VA · *Earn base salary plus unlimited bonus potential and full benefit package. · Amazing remote Financial Advisor, Insurance Agent, and Relationship Manager opportunity where you earn ...
-
Vice President, Wealth Advisor
6 days ago
The Judson Group Washington, United StatesVice President, Wealth Advisor | Seattle, Washington · Reference Number: MH6920 · Location: Seattle, Washington · Judson Group has been retained by a growing, privately-owned registered investment advisory firm with over $5B in AUM in the search for a · Vice President, · Wealt ...
-
Fiduciary Wealth Advisor, Sr
6 days ago
United Bank Inc Washington, United StatesSelect how often (in days) to receive an alert: · Create Alert · The Senior Fiduciary Wealth Advisor's role is to serve as the relationship manager for a diverse network of clients and focus on business development as well as manage complex fiduciary accounts and relationships. ...
-
Legal Wealth Advisor III
1 week ago
Truist Bank Washington, United StatesThe position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communicatio ...
-
Strategic Wealth Advisor Consultant
7 hours ago
New York Life Insurance Company Washington, United StatesPress Tab to Move to Skip to Content Link · Select how often (in days) to receive an alert: · Strategic Wealth Advisor Consultant · Location: · Remote, WA, US · Company: · New York Life Insurance Co · Alternate locations: Seattle, WA (Washington); Boise, ID (Idaho); Denver, CO ...
-
Associate - Ascend National Wealth Advisors
6 days ago
Thrivent Financial Washington, United StatesAssociate - Rainier Regional Group page is loaded · Associate - Rainier Regional Group · Apply · locations · Remote-Washington · time type · Full time · posted on · Posted 3 Days Ago · job requisition id · REQ-35400 · Organization/Business · Overview: · Rainier Region ...
-
Financial Advisor, Wealth Management
1 week ago
Pop-Up Talent Washington, United StatesJob Description · Job Description · Relationship Manager · Remote · Amazing remote Financial Advisor, Insurance Agent, and Relationship Manager opportunity where you earn a base salary and unlimited commission opportunities helping Veterans and their families in a role that do ...
-
Financial Advisor, Wealth Management
3 weeks ago
CoreTechs Washington, United StatesRelationship Manager · Remote · Amazing remote Financial Advisor, Insurance Agent, and Relationship Manager opportunity where you earn a base salary and unlimited commission opportunities helping Veterans and their families in a role that does not require any licensures or stat ...
-
Goldman Sachs Washington, United StatesMORE ABOUT THIS JOB: · Consumer and Wealth Management (CWM) · Across Consumer and Wealth Management (CWM), Goldman Sachs helps empower clients and customers around the world reach their financial goals. Our advisor-led wealth management businesses provide financial planning, in ...
-
Senior Vice President of Wealth Management
3 weeks ago
Leah Yosef International North Carolina, United StatesSenior Wealth Advisor, the South East · Wealth Management Arm of Top Ranked CPA Firm · Overview · 1B+ AUM Registered Investment Advisor serving high net worth clientele is seeking a Market Leader in the South East. · Highlights · The RIA is the Wealth Management Division of a Nat ...
-
Financial Advisor
2 weeks ago
Sound Partners North Carolina, United StatesSound Partners (with Equitable Advisors) · Entry-Level Financial Advisor · We value your ambition. Sound Partners is currently seeking someone to join our team as an Entry-Level Wealth Management Advisor position to fast track their career. As an Sound Partners professional, you ...
-
Financial Advisor
2 weeks ago
Northwestern Mutual South Carolina, United StatesOur Greenville/Spartanburg financial advisory firm seeks new financial advisors to join its growing and highly productive practice. No previous financial advising experience is required; we have a robust training and development program. The ideal candidate will be in a position ...
-
Regional Sales Rep
2 weeks ago
Privette Division Columbia, United StatesJob Description · Job DescriptionRegional Sales Rep · Job Security in a Recession Proof Industry · Industry Leading Compensation and Rewards Programs · Leadership Development and Rapid Career Advancement · Mission of HOPE · Safe and Clean Work Areas · Inclusive and Diverse Teams ...
-
Financial Services Professional
4 days ago
Bankers Life West Columbia, United StatesBankers Life , a leading brand in the Financial Services industry, is seeking ambitious individuals to join our team of Insurance Agents and Financial Representatives. If you have a passion for helping others achieve their financial goals, are a natural networker, enjoy critical ...
-
FinPath Director of Business Development
1 week ago
HUB International West Columbia, United StatesPosition Summary: · As a FinPath Director of Business Development, you will play a pivotal role in driving the adoption and distribution of the FinPath financial wellness program among HUB International retirement plan advisors and relationship managers. Your primary focus will ...
-
Experienced Advisor
5 days ago
Summit Advisory Group Columbia, United StatesSummit Advisory Group is an open architect financial services firm that allows you to own your book of business and receive the support and benefits from an experienced, dedicated team of professionals. · Our Financial Advisors are constantly looking to help their clients with al ...
-
Associate Financial Planner
2 days ago
Veritas Partners Washington, United StatesOur client, a financial planning firm that focuses on high-net-worth individuals, is currently seeking a Financial Planning Associate to join their growing team in Alexandria, VA. The incumbent will be responsible for assisting with financial planning, business development and re ...
-
Divisional Business Director
3 weeks ago
Steward Partners Washington, United StatesThe Divisional Business Director is primarily responsible for the overall operational and business functions within assigned branches. The Divisional Business Director is a key member of the Divisional Leadership team, working closely with the Divisional President and other membe ...
Wealth Advisor - Columbia, United States - Gpac
Description
Wealth Advisor
"I don't predict the future, but as your Wealth Advisor, I can certainly help you financially prepare for a surprise unicorn or two. Ready for the unexpected?"
Why 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. Juggling micromanagement along with the expectation to actively sell commission-driven items? Look no further, your search STOPS here
With nearly $3 billion in Assets Under Management (AUM), we are in the midst of a nationwide expansion and 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:
Benefits:
All discussions and resumes sent regarding this Wealth Advisor position are confidential. Apply here or send resumes to tamara.washingtongogpac for immediate consideration.
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.
