Certified Financial Planner

The Financial Planner position offers a competitive salary, a full range of benefits, and a management team who believes in and invests in their people. If you are a Financial Planner looking for an opportunity to join an organization that offers a professional environment for you to operate independently while still offering the support staff to focus on your clients this opportunity is for you.

Requirements:

3+ years in financial service

Bachelor’s degree in Business, Accounting, or Finance or relevant field preferred

Certified Financial Planner, Series 65, or willingness to acquire

Self-starter and strong business development mentality to work independently

Must have a proven track record

Key Qualities:

Reliable

Goal-oriented

Self-directed

Collaborative/Team-oriented

Financial industry knowledge - investment, risk management concepts and terminology, basic statistics/portfolio theory

Strong analytical skills

Comfortable making presentations and telephone conversations

Passion for the customer experience and being part of a team

Dedicated to pursuing a career in the financial services industry

To find out more about this position, please do not hesitate to reach out to:

Sydney Aucoin via

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.