Financial Wealth Advisor

Gables Search Group

Topeka, KS

JOB DETAILS
SKILLS
Chartered Financial Analyst (CFA), Customer Relations, Customer Training, Decision Support, Financial Analysis, Financial Planning, Financial Regulations, High Net Worth, Market Trend Analysis, Regulatory Compliance, Risk, Wealth Management
LOCATION
Topeka, KS
POSTED
3 days ago

Responsibilities:
  • Building and managing a portfolio of high-net-worth clients, cultivating long-term relationships based on trust, service, and performance.
  • Conduct detailed financial assessments to understand clients' goals, risk tolerance, and current financial situation.
  • Develop and present tailored investment portfolios, making adjustments as market conditions and client needs evolve.
  • Maintain up-to-date knowledge of market trends, regulatory changes, financial products, and planning tools.
  • Collaborate with internal specialists to provide holistic wealth management solutions.
  • Adhere to all compliance regulations and uphold ethical standards in client interactions and financial recommendations.
  • Educate and guide clients through complex financial concepts to support informed decision- making.
Qualifications:
  • 2-3 years' experience as Financial Advisor preferred.
  • Bachelor's degree in related field and CFP, CFA, ChFC strongly preferred
  • Must have a Book of Businessto bring to the firm
 

About the Company

G

Gables Search Group

Gables Search Group headquartered in Cleveland, Ohio has been a leader in search and placement nationwide since 2002.  Our company specializes in both direct and contract (temporary) staffing in all industries and disciplines.

At Gables Search Group, we connect exceptional professionals with outstanding organizations.  Our commitment to integrity, excellence, partnership, innovation, and respect sets us apart. With a personalized approach to recruitment, we ensure the perfect match between candidates and employers.

Whether you are a talented professional seeking new opportunities or an organization looking to build a high-performing team, Gables Search Group is here to guide you through the journey. Our success is built on the success of our clients and candidates, and we are dedicated to making a positive impact on the careers and businesses we serve.

COMPANY SIZE
50 to 99 employees
INDUSTRY
Staffing/Employment Agencies
FOUNDED
2002
WEBSITE
https://www.gablessearch.com/