This site uses cookies. To find out more, see our Cookies Policy

Wealth Management Advisor in Dallas, TX at GPAC

Date Posted: 8/29/2018

Job Snapshot

  • Employee Type:
    Full-Time
  • Location:
    Dallas, TX
  • Job Type:
  • Experience:
    At least 5 year(s)
  • Date Posted:
    8/29/2018

Job Description

Purpose of Position:

Through a goals-based consultative process, the FA plays an integral role as trusted advisor in partnering with our Retail, Business, and Private Banking clients. The FA's objective is to deliver world-class financial advice and investment expertise, working through each client's unique needs and circumstances to formulate and execute a goals-based financial strategy. This endeavor will include the keen ability to build and strengthen personal relationships while providing top-tier client service and expert advice. Our Wealth Management operating model is designed to empower the FA to leverage their deep expertise in distilling complex financial subjects into actionable insights for each client.

Key Accountabilities:

  • Work with each client to distill personal financial complexities into actionable insight, building a detailed financial "road map" to reach personal financial goals.
  • Gather, organize and synthesize client data and review client financial statements, tax returns, estate planning documents and all other information necessary to develop a financial plan or strategy.
  • Actively collaborate and coordinate with clients' other professional advisors to deliver thoughtful and holistic advice.
  • Deploy a consultative process and communicate effectively with every client or prospective client to keep abreast of current financial conditions or changes in personal or expected future circumstances.
  • Develop, present, and facilitate the implementation and monitoring of financial solutions. This includes investment management solutions, retirement planning, education planning, income tax management, and wealth transfer strategies.
  • Drive a culture of regulatory compliance and ensure all documentation is up to date, complete and in line with applicable policies and procedures.
  • Drive a culture of personal business development and overall Wealth Management awareness throughout organization.
  • Educate and drive awareness of the value of personal financial planning throughout the organization and communities in which we serve.

Competencies and Skills:

  • Highest level of ethical and professional standards.
  • Overall desire to educate, help, and improve the lives of others.
  • Solid understanding of wealth management solutions and strategies.
  • Solid people skills, ability to meet and exceed relationship goals.
  • Creative thinker and contributor to improving an organization.
  • Comfortable speaking in front of groups and meeting new people.
  • Strong attention to detail demonstrated follow-through.
  • Exceptional communication and presentation skills.
  • Ability to distill complex ideas or terminology into easily understood concepts.
  • Exceptional communication and presentation skills.
  • Team player, collaborative, and able to work with and through others.
  • Self-starter and motivated to succeed.
  • Financial planning and goals-based solution orientation.


Work Experience Requirements:

  • 3-8 years of experience in Wealth Management or financial services industry.
  • Proven track record of preparing and implementing financial planning recommendations.

Education Requirements:

  • Bachelor's degree in Business, or other quantitative discipline, or 5+ years of experience working in the financial services industry with a bachelor's degree.
  • Master's degree preferred.
  • Certified Financial Planner™ designation highly preferred.

To apply or learn more about this position and others across the country please contact

Texas Banking Specialist:

Jarrad Emery

Jarrad.Emery@gogpac.com 605-809-8545

Job Requirements

Purpose of Position:

Through a goals-based consultative process, the FA plays an integral role as trusted advisor in partnering with our Retail, Business, and Private Banking clients. The FA’s objective is to deliver world-class financial advice and investment expertise, working through each client’s unique needs and circumstances to formulate and execute a goals-based financial strategy. This endeavor will include the keen ability to build and strengthen personal relationships while providing top-tier client service and expert advice. Our Wealth Management operating model is designed to empower the FA to leverage their deep expertise in distilling complex financial subjects into actionable insights for each client.

Key Accountabilities:

Work with each client to distill personal financial complexities into actionable insight, building a detailed financial “road map” to reach personal financial goals.
Gather, organize and synthesize client data and review client financial statements, tax returns, estate planning documents and all other information necessary to develop a financial plan or strategy.
Actively collaborate and coordinate with clients’ other professional advisors to deliver thoughtful and holistic advice.
Deploy a consultative process and communicate effectively with every client or prospective client to keep abreast of current financial conditions or changes in personal or expected future circumstances.
Develop, present, and facilitate the implementation and monitoring of financial solutions. This includes investment management solutions, retirement planning, education planning, income tax management, and wealth transfer strategies.
Drive a culture of regulatory compliance and ensure all documentation is up to date, complete and in line with applicable policies and procedures.
Drive a culture of personal business development and overall Wealth Management awareness throughout organization.
Educate and drive awareness of the value of personal financial planning throughout the organization and communities in which we serve.
Competencies and Skills:



Highest level of ethical and professional standards.
Overall desire to educate, help, and improve the lives of others.
Solid understanding of wealth management solutions and strategies.
Solid people skills, ability to meet and exceed relationship goals.
Creative thinker and contributor to improving an organization.
Comfortable speaking in front of groups and meeting new people.
Strong attention to detail demonstrated follow-through.
Exceptional communication and presentation skills.
Ability to distill complex ideas or terminology into easily understood concepts.
Exceptional communication and presentation skills.
Team player, collaborative, and able to work with and through others.
Self-starter and motivated to succeed.
Financial planning and goals-based solution orientation.


Work Experience Requirements:

3-8 years of experience in Wealth Management or financial services industry.
Proven track record of preparing and implementing financial planning recommendations.
Education Requirements:



Bachelor’s degree in Business, or other quantitative discipline, or 5+ years of experience working in the financial services industry with a bachelor’s degree.
Master’s degree preferred.
Certified Financial Planner™ designation highly preferred.

To apply or learn more about this position and others across the country please contact

Texas Banking Specialist:

Jarrad Emery

Jarrad.Emery@gogpac.com 605-809-8545