Wealth Advisor
Company: GPAC
Location: Miami
Posted on: April 26, 2024
Job Description:
Position Overview: We are currently seeking a dynamic and
experienced Wealth Advisor to join our team. The ideal candidate
will be a motivated leader with a passion for coaching and guiding
sales teams to success. Reporting directly to senior Sales
leadership, the Wealth Advisor will play a critical role in driving
our sales initiatives forward and ensuring the achievement of sales
targets.Responsibilities:
- Lead and motivate the sales and acquisition teams to achieve
all sales goals.
- Provide coaching, mentorship, and guidance to team
members.
- Develop and execute strategic plans to meet sales
objectives.
- Assign territories and quotas to sales representatives.
- Evaluate market trends and identify new client
opportunities.
- Collaborate with senior leadership to refine sales strategies
and goals.
- Maintain a customer-focused approach and address customer
needs.
- Resolve any customer complaints or operational
issues.Requirements:
- Bachelor's degree in Business Administration or related field
preferred.
- Minimum of three years of direct financial planning experience
required.
- Proficiency in CRM systems and Microsoft Office Suite.
- Strong leadership, communication, and negotiation skills.
- Ability to work collaboratively in a fast-paced
environment.Benefits:
- Unlimited earning potential
- 401K with a 6% Match
- W2 FICA 7.5%
- Sponsorship of licensing and designations
- Group Health, Dental, Vision, Life, and Long-Term
Disability
- Access to online proprietary, economic-based financial planning
tool
- National recognition and rewards including business conferences
and incentive tripsAll 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.
Keywords: GPAC, Bal Harbour , Wealth Advisor, Other , Miami, Florida
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