What are the responsibilities and job description for the Wealth Management Officer position at gpac?
The main purpose of this job is to develop relationships with clients with the intent of providing financial planning and offering a valuable service to clients through the sales of investment and trust services.
Wealth Management Officer Requirements
I partner with companies all over Missouri and work with other GPAC recruiters in the U.S. to place qualified candidates with strong companies. To be considered for this position and others, please apply with a resume. With any more questions or inquiries, email Nash Wergin at nash.wergin@gogpac.com.
All 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.
Wealth Management Officer Requirements
- Knowledge of investment, trust, and estate planning fields
- Understanding of trust services including administration, tax, and investments
- Strong relationship building skills
- Excellent problem-solving skills
- Ability to travel using a company-supplied vehicle
- Motivated and self-starter mentality
- Strong team player
- Excellent communication skills
- Bachelor's degree
- 5 years of related sales experience
- Develop and maintain an active network of referral sources with an active pipeline to ensure annual goals are met
- Achieve annual sales goals
- Accurately complete the necessary paperwork for onboarding new accounts, participate in regular sales meetings as directed by management, and complete sales incentive documentation
I partner with companies all over Missouri and work with other GPAC recruiters in the U.S. to place qualified candidates with strong companies. To be considered for this position and others, please apply with a resume. With any more questions or inquiries, email Nash Wergin at nash.wergin@gogpac.com.
All 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.
Salary : $60,000 - $200,000