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Arcadia

    Wealth Advisor - Arcadia, United States - gpac

    gpac
    gpac Arcadia, United States

    3 weeks ago

    GPAC background
    Full time
    Description

    Position Overview: We are currently seeking a dynamic and experienced Wealth Advisor to join our team. The ideal candidate will be a motivated leader with a passion for coaching and guiding sales teams to success. Reporting directly to senior Sales leadership, the Wealth Advisor will play a critical role in driving our sales initiatives forward and ensuring the achievement of sales targets.

    Responsibilities:

    • Lead and motivate the sales and acquisition teams to achieve all sales goals.
    • Provide coaching, mentorship, and guidance to team members.
    • Develop and execute strategic plans to meet sales objectives.
    • Assign territories and quotas to sales representatives.
    • Evaluate market trends and identify new client opportunities.
    • Collaborate with senior leadership to refine sales strategies and goals.
    • Maintain a customer-focused approach and address customer needs.
    • Resolve any customer complaints or operational issues.

    Requirements:

    • Trasferable Book of Business
    • Bachelor's degree in Business Administration or related field preferred.
    • Minimum of three years of direct financial planning experience required.
    • Proficiency in CRM systems and Microsoft Office Suite.
    • Strong leadership, communication, and negotiation skills.
    • Ability to work collaboratively in a fast-paced environment.

    Benefits:

    • Unlimited earning potential
    • 401K with a 6% Match
    • W2 FICA 7.5%
    • Sponsorship of licensing and designations
    • Group Health, Dental, Vision, Life, and Long-Term Disability
    • Access to online proprietary, economic-based financial planning tool
    • National recognition and rewards including business conferences and incentive trips
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