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Wealth Planner
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Full-time
- Gpac, a 30 years recruitment company, is partnered with a well-established company in the Wealth Management sector!
- Our client, a locally owned and operated bank, is seeking an experienced Wealth Planner to join their team!
- Condense all recommendations from the financial plans into concise action plans for the client and the Wealth Manager.
- Review completed plans with the Wealth Manager and Wealth Advisor before client presentations.
- Share ideas for improving planning templates, processes, and resources for consideration• Use CRM and client folders judiciously to document recommendations, decisions, and future actions.
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