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Financial Advisor in Houston at GPAC

Date Posted: 2/21/2019

Job Snapshot

  • Employee Type:
    Full-Time
  • Location:
    Houston
  • Job Type:
  • Experience:
    Not Specified
  • Date Posted:
    2/21/2019

Job Description

As a Financial Advisor, you become part of an organization where money is viewed as a tool to help others reach their goals, rather than a goal itself. You'll help clients make the most of their time, talent and treasures, knowing their financial strategies are solid and on track.

When you join us, you'll have the opportunity to establish, grow and manage your business as an independent contractor. You'll be rewarded for building genuine, long term relationships as you guide members to their goals. With a full range of financial products to offer, you'll be well equipped to help clients:

  • Confidently prepare for a secure retirement.
  • Financially protect their families in the event of illness, injury, aging or death.
  • Fund their kids' or grandkids' college education.
  • Create and leave a legacy for the people and causes that matter to them.
  • Thrive, as a result of your ongoing guidance.

Responsibilities and Duties:

  • Serve as Company's primary relationship manager for high net worth and affluent clients.
  • Manage and develop an assigned book of business of client across Company's products and services while complying with all regulatory requirements.
  • Responsible for growing the book of business through identifying value-added products and services for clients, identifying and acquiring client assets held outside of Company and developing additional business through referrals.
  • Build and solidify client relationships pre- and post-retirement through a distinctive experience that leverages the unique value proposition of the Individual Advisory Service's business.
  • Manages client relationships with the goal of developing first call status for all financial planning needs.
  • Coordinates communications among a client's account team and across applicable institutional segments.
  • Some local travel may be required.

Job Requirements:

  • 2 + years of experience working as an Advisor
  • Successful sales track record
  • Active FINRA Series 6 or 7 license and Series 63

Unlimited earning potential, excellent benefits, and having the ability to control your future, make this an attractive opportunity.

Please contact Alex Johnson directly at 605.679.7531 or email me at alex.johnson@gogpac.com for more information on this, or any other positions you might be interested in.

GPAC (Growing People and Companies) is an award winning search firm specializing in placing quality professionals within multiple industries across the United States over the past 28 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.

Job Requirements

As a Financial Advisor, you become part of an organization where money is viewed as a tool to help others reach their goals, rather than a goal itself. You’ll help clients make the most of their time, talent and treasures, knowing their financial strategies are solid and on track. When you join us, you’ll have the opportunity to establish, grow and manage your business as an independent contractor. You’ll be rewarded for building genuine, long term relationships as you guide members to their goals. With a full range of financial products to offer, you’ll be well equipped to help clients: * Confidently prepare for a secure retirement. • Financially protect their families in the event of illness, injury, aging or death. • Fund their kids’ or grandkids’ college education. • Create and leave a legacy for the people and causes that matter to them. • Thrive, as a result of your ongoing guidance. Responsibilities and Duties: • Serve as Company’s primary relationship manager for high net worth and affluent clients. • Manage and develop an assigned book of business of client across Company’s products and services while complying with all regulatory requirements. • Responsible for growing the book of business through identifying value-added products and services for clients, identifying and acquiring client assets held outside of Company and developing additional business through referrals. • Build and solidify client relationships pre- and post-retirement through a distinctive experience that leverages the unique value proposition of the Individual Advisory Service’s business. • Manages client relationships with the goal of developing first call status for all financial planning needs. • Coordinates communications among a client’s account team and across applicable institutional segments. • Some local travel may be required. Job Requirements: • 2 + years of experience working as an Advisor • Successful sales track record • Active FINRA Series 6 or 7 license and Series 63 Unlimited earning potential, excellent benefits, and having the ability to control your future, make this an attractive opportunity. Please contact Alex Johnson directly at 605.679.7531 or email me at alex.johnson@gogpac.com for more information on this, or any other positions you might be interested in. GPAC (Growing People and Companies) is an award winning search firm specializing in placing quality professionals within multiple industries across the United States over the past 28 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.