gpac · 1 week ago
Financial Planner
Jasper, IN
Full-time
Onsite
Mid, Senior Level
$58K/yr - $100K/yr
4+ years expgpac is a leading firm in the financial services sector, and they are seeking an experienced Financial Planner to partner directly with clients and businesses in achieving their financial goals. This role involves developing tailored strategies in cash management, insurance, and investment planning while building strong business relationships.
ConsultingHuman Resources
Hiring Manager
Vanessa Wergin
Responsibilities
Develop, monitor, and evaluate comprehensive financial plans aligned with client objectives
Analyze market and legal changes to keep strategies relevant and effective
Collaborate with Advisors and Investment teams to optimize client outcomes
Maintain detailed client financial profiles and ensure timely follow-up on action items
Build and manage strong business relationships, including growing an existing client portfolio
Qualification
Required
Bachelor's degree in finance or related field
4-8 years of experience in financial services
CFP designation or similar certification is a strong plus
Preferred
Master's degree
Benefits
Health insurance
Paid time off
Company
gpac
gpac is a staffing and recruiting company that provides talent recruitment and development services.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Chad Feldman
Shareholder/Board Member
Matthew Good
Principal Shareholder / Vice Chairman of Board
Recent News
Seattle TechFlash
2025-09-04
Company data provided by crunchbase