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Register Client Associate

Company: GPAC
Location: Boca Raton
Posted on: January 9, 2022

Job Description:

GPAC a family owned, 30-year independent firm. We build & have maintained relationships locally, regionally, and nationally.GREAT Client of mine looking for a Registered Client Associate to help the Partner and deliver an exceptional client experience. My client offers paid medical, dental, optical, lunches when partner is in office, great base plus bonus. My client provides complete wealth management to his clients, so he needs someone familiar with Boutique Firm and able to wear many hats within the office, know how to prioritize, and be a problem solver. Series licensed even better.Responsibilities:* Act as a trusted advisor to, and advocates for, clients and prospects* Develop in-depth understanding of clients' needs, preferences and overall wealth* Be responsive to changes in the business environment or client needs* Build and maintain client base and acquire new clients on an on-going basis* Regularly analyze clients' accounts and plans* Monitor market trends and research available investment opportunities to determine suitability or best interest for clients financial plans* Maintain required individual insurance and securities licenses, including continuing education requirements* Must comply with all company policies and procedures, applicable to laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets ControlRequirements:* Strong sales initiative that drives results in initiating, developing and securing relationships with new and existing customers* Good knowledge of accounting principles, as well as good analytical, verbal, mathematical, and written communication skills* Series 7, 63, 65, and 66 Licenses preferred* Strong business development and cross servicing skills* Strong financial analysis skills* Three to five years of similar or related experience If interested in learning more this great opportunity or any other at Gpac please contactJodi Kriseman @ (605) 610-1426 call/text or email resume to 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 for the past 31 years. 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, Boca Raton , Register Client Associate, Other , Boca Raton, Florida

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