Financial Advisor in Gaithersburg at GPAC

Date Posted: 11/25/2021

Job Snapshot

Job Description

Financial Advisor: to recommend and implement financial planning strategies for clients to use their financial goals and objectives.
Act as a trusted advisor to, and advocates for, clients and prospects
Develop in-depth understanding of clients' needs, preferences and overall wealth
Be responsive to changes in the business environment or client needs
Build and maintain client base and acquire new clients on an on-going basis
Regularly analyze clients' accounts and plans
Monitor market trends and research available investment opportunities to determine suitability or best interest for clients financial plans
Maintain required individual insurance and securities licenses, including continuing education requirements
Must comply with all company policies and procedures, applicable to laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control
Strong sales initiative that drives results in initiating, developing and securing relationships with new and existing customers
Good knowledge of accounting principles, as well as good analytical, verbal, mathematical, and written communication skills
Series 7, 63, 65, and 66 Licenses preferred
Strong business development and cross servicing skills
Strong financial analysis skills
Three to five years of similar or related experience

If interested in learning more this great opportunity or any other at Gpac please contact Bree Barry at 605.705.3112 call/text or email resume to

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.