Wealth Advisor
Company: GPAC
Location: Dallas
Posted on: June 24, 2025
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Job Description:
We are seeking a productive, focused, and principled Wealth
Advisor passionate about helping others minfully build and manage
their wealth. gpac, a recruitment company for over 30 years, is
partnered with a boutique firm that is welcoming a new Wealth
Advisor to their team. As a faith-driven organization, they are
commited to partnering with their clients on their journey of
financial stewardship and preservation. This is a salaried role
with additional revenue sharing. - Provide comprehensive financial
planning services to clients - Develop and implement investment
strategies based on client needs - Build and maintain strong
relationships with clients to ensure their financial goals are met
- Communicate complex financial concepts in an easy-to-understand
way Qualifications: - Series 7, 66 or 63/65 - 3-5 years of
experience in wealth management - Certified Kingdom Advisor (CKA)
or Certified Financial Planner (CFP) certification ideal, but not
required - Proven ability to develop and retain long-term client
relationships - Strong knowledge of investment strategies and
financial planning - Familiarity with Schwab Ongoing support with
marketing, compliance and operations provided. For consideration,
please email your resume to bethany.delahunt@gogpac.com and call
203-548-9232 for more information. Looking forward to connecting!
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.
Keywords: GPAC, Keller , Wealth Advisor, Accounting, Auditing , Dallas, Texas
