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gpac · 3 hours ago

Financial Planner

Jasper, IN

Full-time

Onsite

Mid, Senior Level

$60K/yr - $100K/yr

4+ years exp

GPAC is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. They are seeking a Financial Planner who will develop and recommend financial strategies for clients, manage financial plans, and collaborate with advisors to ensure client interests are prioritized.

ConsultingHuman Resources

Responsibilities

Develop and recommend strategies that clients can use to achieve their financial goals and objectives, including specific recommendations in areas such as cash management, insurance coverage, and investment planning

Manage, monitor and evaluate financial plans

Conducts regular analyses of changing conditions in the financial landscape including strategies and legal background

Collaborate with Advisors and Investment personnel to develop strategies in the best interests of the client

Gather, organize and maintain client personal and financial wealth plan profile data

Review planning deliverables with the client and maintain a comprehensive list of financial planning action items for follow up and resolution

Meet with participants to answer any personal questions about the plan or possible other financial matters

Development of new business relationships and management of an existing book of business

Qualification

Investments knowledgePortfolio management knowledgeSecurities market structure knowledgeAccounting principlesAnalytical skillsMathematical skillsVerbal communication skillsWritten communication skills

Required

Bachelor's degree in finance or related field

Four to eight years of experience in financial services

accounting principles

analytical skills

verbal communication skills

mathematical skills

written communication skills

investments knowledge

securities market structure knowledge

portfolio management knowledge

Preferred

Master's degree in business, finance or related area preferred

CFP designation or similar preferred

Company

gpac

Glassdoor3.5

gpac is a staffing and recruiting company that provides talent recruitment and development services.

Founded in 1990

Sioux Falls, South Dakota, USA

501-1000 employees

http://gogpac.com

Funding

Current Stage

Late Stage

Leadership Team

Chad Feldman

Shareholder/Board Member

Matthew Good

Principal Shareholder / Vice Chairman of Board

Recent News

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