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gpac · 4 hours ago

Client Advisor

Columbus, OH

Full-time

Onsite

Senior Level

$85K/yr - $140K/yr

5+ years exp

gpac is excited to partner with a well-established bank in the local area seeking a talented and experienced Client Advisor to join their tight-knit team. The role involves building and maintaining strong client relationships while providing comprehensive financial planning services and developing customized strategies to help clients achieve their wealth management goals.

ConsultingHuman Resources

Responsibilities

Build and maintain strong relationships with high net-worth clients and provide comprehensive financial planning services

Analyze clients' financial situations and develop customized strategies to help them achieve their wealth management goals

Collaborate with internal teams to ensure seamless execution of investment plans and deliver exceptional client service

Stay up-to-date with market trends, investment vehicles, and industry regulations to provide informed financial advice

Drive business growth by expanding client base through networking and proactive business development efforts

Utilize your exceptional interpersonal skills to forge long-lasting relationships with clients

Apply your expertise in financial planning to create personalized strategies tailored to each client's unique needs

Leverage your aptitude for analysis to assess investment opportunities and optimize portfolio performance

Demonstrate your strong communication skills to effectively present complex financial concepts to clients in a clear and concise manner

Leverage your problem-solving abilities to tackle challenges and provide innovative solutions to exceed client expectations

Qualification

CFP designationFinancial planningBachelor's Degree in Finance5+ years financial experienceAnalytical skillsInterpersonal skillsCommunication skillsProblem-solving abilities