About the job

General Responsibilities

GSG Wealth Management is a comprehensive financial planning firm seeking a Wealth Management Advisor. In this role, the professional will work with clients and the GSG team to analyze the clients’ financial situation, create financial plans, and implement the plan to make their goals a reality. Along with 15 other members of the GSG team, this associate will ensure the continuation of an efficient, effective, and organized office. Specific responsibilities may include but are not limited to:

Client Responsibilities

Work with client to create a comprehensive financial plan that addresses their goals
Deliver sound and unbiased financial advice in the areas of investment, insurance, and estate planning
Provide ongoing support and service to your clients
Effectively maintain client relationships and lead clients to take meaningful action
Work with operations, research, and planning on financial plan implementation

Business Development Responsibilities

Schedule appointments and meetings with potential clients
Conduct introductory, fact finding, recommendation, presentation, and review meetings with prospects and clients
Contribute to the marketing efforts of the firm
Learn about the firm's target markets and choose a target market or specialty, in which to gain expertise

Team Responsibilities

Understand and support the firm’s vision, mission and strategy
Complete strategic initiatives and projects as assigned by GSG Partners and/or Practice Manager

Qualifications and Expectations

Preferred Education:

○ Bachelor’s degree in Business, Finance, or related field

○ Series 7 and 63 registrations

○ Indiana Life and Health License

5+ years relevant experience
Strong organizational and time management skills
Ability to maintain a high degree of accuracy in handling detailed work
Excellent communication skills (verbal and written) with the ability to collaborate effectively with others
Ability to multi-task, prioritize, and meet deadlines
Ability to maintain confidentiality
Ability to work independently and as part of a team

Characteristics

Trust: Consistent ability to build and maintain trust with clients and coworkers
Integrity: An unyielding dedication to high character and ethics. Conviction to put clients’ interests first.
Service: A high standard of care for clients. Humility to listen intently to the client and act on their behalf.
Intentionality: Thoughtful, thorough, and deliberate in advice and actions
Knowledge: A commitment to ongoing learning, including staying current on financial news, laws, and the impacts to their clients

Employment Details:

Job Type: Full-time

Pay: $90,000.00 - $150,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Disability insurance
Health insurance
Paid time off
Professional development assistance
Retirement plan
Vision insurance

Compensation Package:

Bonus opportunities
Yearly bonus

GSG Wealth Management jobs

Wealth Management Advisor