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GPAC

Client Advisor

Pay: Not specified

Posted: 2 weeks ago

Location: 2 locations (Onsite)

Last Updated: 1 week ago

Hours: Full-Time

Expires: 10/5/2026

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What they do

A Financial Planner or Investment Consultant advises clients on financial plans and investment strategies. Discusses the client's financial objectives, focusing on investment options and products. May be licensed to buy and sell financial products such as stocks and bonds.

$105,958 / year median in Ohio

+1% projected growth

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Job Description

gpac is excited to partner with a well-established bank in the local area seeking a talented and experienced Client Advisor to join their tight-knit team. If you're ready to take your financial career to new heights and make a significant impact on people's lives, this amazing opportunity is just for you!

Responsibilities:

Build and maintain strong relationships with high-net-worth clients and provide comprehensive financial planning services Analyze clients' financial situations and develop customized strategies to help them achieve their wealth management goals Collaborate with internal teams to ensure seamless execution of investment plans and deliver exceptional client service Stay up-to-date with market trends, investment vehicles, and industry regulations to provide informed financial advice Drive business growth by expanding client base through networking and proactive business development efforts

Essential Job Functions:

Utilize your exceptional interpersonal skills to forge long-lasting relationships with clients Apply your expertise in financial planning to create personalized strategies tailored to each client's unique needs Leverage your aptitude for analysis to assess investment opportunities and optimize portfolio performance Demonstrate your strong communication skills to effectively present complex financial concepts to clients in a clear and concise manner Leverage your problem-solving abilities to tackle challenges and provide innovative solutions to exceed client expectations

Skills:

Bachelor's Degree in Finance or related field CFP (Certified Financial Planner) designation or 5+ years of experience as a financial advisor. This company fosters a culture of growth, teamwork, and internal promotions. You'll have the opportunity to work alongside industry experts, expand your skillset, and advance your career. They offer competitive compensation package, generous health insurance coverage, dental and vision plans, and a competitive 401k package. Please reach out to me directly for additional information and send your resume to brenda.hoek@gogpac.com / 605.705.4795.