Client Advisor

Job Description 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. If you're ready to take your financial career to new heights and make a significant impact on people's lives, this amazing opportunity is just for you! 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 Essential Job Functions: Utilize your exceptional interpersonal sk...