Wealth Advisor

A well-established financial institution is seeking a Wealth Advisor to join its high-performing wealth management team. This is a client-facing role focused on delivering personalized, goals-based financial plans for high-net-worth individuals, professionals, and business owners.

If you're an experienced financial advisor who thrives in a collaborative, service-driven environment-and you're looking to make a lasting impact-this could be the opportunity you've been waiting for.

Key Responsibilities

Build relationships with affluent clients to understand financial goals, risk tolerance, and legacy plans

Deliver customized financial plans including retirement, estate, investment, tax, and insurance strategies

Collaborate with internal experts and external advisors to coordinate plan implementation

Identify and pursue opportunities to expand existing client relationships and attract new ones

Serve as a financial planning thought leader and represent the firm at events, conferences, and client functions

Prepare and present wealth strategy reviews and updates with clarity and confidence

Stay current on market trends and regulatory developments affecting high-net-worth clients

Qualifications

Bachelor's degree in Finance, Economics, or a related field

5+ years of experience in wealth management, financial planning, or private banking

Proven success working with high-net-worth or ultra-high-net-worth clients

Strong understanding of financial planning concepts, including income tax, estate, and retirement planning

Excellent communication skills and comfort presenting to clients and advisors

Proficiency in Salesforce, eMoney, Excel, and financial planning tools

Ability to travel within the local market for client engagement

What We Offer

Competitive base salary: $90,000 - $160,000

Performance-based incentive plan

401(k) with discretionary employer contribution

Comprehensive benefits package including medical, dental, and vision

Supportive, growth-oriented team culture

Work Environment

Monday through Friday, standard business hours

Office-based with local travel as needed

Professional setting with a collaborative and relationship-focused team

To apply or request a confidential conversation, contact Crystal Fryers at

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.