Financial Wealth Advisor Trust Series in Basehor at GPAC

Date Posted: 10/31/2022

Job Snapshot

  • Employee Type:
    Full-Time
  • Location:
    Basehor
  • Job Type:
  • Experience:
    Not Specified
  • Date Posted:
    10/31/2022

Job Description

Financial Advisor Wealth Trust Estate

I am pleased to be called upon by a community bank in the area that trusts my vetting capabilities on both sides! I hope to find a win-win-win situation for this repeat client that is confidentially seeking to increase its presence in the Kansas City, Kansas side of the metro on the Trust and Wealth planning side!

Great family and team-friendly culture. 

This bank provides a great place to hang your Wealth Series certifications and shield with a secure environment for you and your customers. This bank utilizes Microsoft Office, of course as well as Fiserv and Infinex. They are going on $100MM in AUM and looking to grow! Are you their next Wealth Officer? Why not reach out to all of the customers in their bank who already trust them with other aspects of their finances? Captive, warm, lead list!

Compensation:


  • competitive for community banking in the area
  • Great culture: has your back and wants to set you up for success!
  • Long tenure
  • Health and fringe benefits package 
  • Strong base for experienced Financial Representative as well as commissions/bonuses based on new AUM
  • Introductions to get you started

Requirements:


  • Bachelors desired OR a minimum of 3-5 years of success as a Financial Wealth Advisor in this KC market
  • FINRA Series 7 and 66 or Series 7, 63 and 65, and appropriate State insurance licenses.
  • Experience with all or most of: 401Ks, SIMPLE IRAs, ESOPs, self-directed IRAs, HSAs and 529 Plans 
  • Positive image and involvement in the community
  • Ability to collaborate with all walks of life and different people involved with the upkeep of a person's estate, planning, etc.

For additional information regarding this position or other banking, accounting, please reach out to a top banking recruiter


Vanessa Wergin


confidential direct line 605-809-8558 <><

vanessa.wergin@gogpac.com

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100% MATCH of company and talent... 
Call me CONFIDENTLY today...to start your best step ever... 

(or to find that perfect new team member for hire) 

Do not give up and quit your job so that you have time to look for your next opportunity! Call me today to get honest feedback on what I can and cannot help you with. My company pays me to make connections with people with certain skill sets. You only have to be willing to take the step, in confidentiality, to connect with me. 

(Location listed is the closest sizable town).

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 since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.