Wealth Manager

A local client is in need of a Sr. Wealth Advisor/Financial Advisor who has high familiarity with the South Florida market as it pertains to HNW individuals/families and potentially business owners.

Responsibilities & Activities

* Develop new client relationships.

* Source prospective client opportunities by networking and obtaining referrals.

* Participate at a leadership level with key community and professional organizations as well as known social and business leaders.

* Leverage community relationships and Centers of Influence (“COIs”) to generate leads and facilitate introductions.

* Seek opportunities to generate positive public awareness and brand the Firm in the marketplace.

* Be prepared to communicate current economic and market conditions and appropriate basic investment and trust strategies and solutions to prospective clients.

* Follow-up on the Firm’s generated leads.

* Learn and maintain a high-level understanding of solutions, investment options and services.

* Identify qualified leads and build a strong and growing sales pipeline. Work collaboratively with the Firm’s team to close qualified opportunities.

* Communicate prospective client needs to the Firm’s trust and investment teams as appropriate to enable their collaborative assistance.

* Assist in preparation of client presentations.

* Assist the Administrative Team in obtaining all paperwork needed for the onboarding of all new accounts, such as, Know-Your-Client Forms (KYC), W-9 forms, Customer Information Profiles (CIPs), etc.

* Take a leadership role as part of the client relationship management team in anticipating your client’s needs as determined through regular client interaction.

* Fully utilize and embrace the Firm’s Client Relationship Management (CRM) system and other sales assistance programs.

Experience Requirements

* Financial Planning, Trust and Estate, and/or Investment Advisory experience, especially working with HNW clients is desirable but not required. Alternatively, business development/sales experience in high level finance related businesses (real estate, management consulting, fund raising, non-profit development) would be positively considered and evaluated.

Knowledge, Skills, Abilities and Additional Information:

* Requires: Excellent verbal, written, presentation, and interpersonal communication abilities.

* Highly optimistic, confident, likeable attitude and an exceedingly personable individual which makes others want to know you better.

* A genuine interest in people and serving and caring for clients.

* Excellent organizational and time management skills.

* Proficiency with Microsoft Office Suite desirable.

* Bachelor’s degree (or higher) required.

* Currently located in our markets and extensive people relationships in “right” places a big plus. (South Florida Market)

* Salary, bonus and fee sharing, and stock options are commensurate with experience and future performance. Generous health and other benefits.

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 for the past 31 years. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.