Wealth Management, Financial Advisor job Myrtle Beach South Carolina
Wealth Management, Financial Advisor job Myrtle Beach South Carolina
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Wealth Management, Financial Advisor Job



Employer Name: SpiderID: 12598001
Location: Myrtle Beach, South Carolina Date Posted: 6/2/2022
Wage: Negotiable Category: Finance/Investment
Job Code: SMI WealthMang 3/17

Job Description:

Key Accountabilities:



  • Leverage personal expertise and the best thinking of Wealth Management Group to deliver world-class financial advice and investment expertise to current and prospective Retail, Business, and Private Banking clients.

  • 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.

  • 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 including insurance-based 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


Other Qualifications:



  • Series 65 or 66.

  • Series 7 License.

  • Ability and willingness to travel and work in multiple financial center locations.

  • Proven ability to work both upward, downward, and laterally within a large organization.

  • Experience with e-Money or similar financial planning software.



Please contact Stefanie Isaksen @ 605-705-3920 or at Stefanie.Isaksen @ gogpac.com. I look forward to having a conversation with you about your aspirations for a future career and this exciting career advancement opportunity!



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.



Job Criteria:
Start Date:
Position Type: Full-Time Permanent
Years of Experience Required:
Education Required:
Overnight Travel:
Vacation Time:


Contact Information:
Contact Name: GPAC Company Type:
Company: GPAC
City:
State:
Zip:

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