Wealth Management Officer
: Job Details :

We are a leading wealth management firm seeking an exceptionally skilled Wealth Management Officer to join our expanding team in New York, NY. You will be responsible for a portfolio of high-net-worth clients with $50M in investable assets. Leveraging your expertise, you will provide highly customized strategies focused on preserving and growing substantial wealth.Responsibilities* Manage an assigned book of 40 high net worth clients with $20-$500M AUM.* Develop tailored investment plans and risk management strategies.* Lead client review meetings to analyze financial objectives and risk tolerances.* Oversee 2-3 Wealth Associates, mentoring and evaluating performanceQualifications* 10 years of private wealth management experience required* CFP certification required; MBA highly desired* Series 7, 66, insurance licenses, and ongoing CE credit completion* Proven success managing 20M in client assets.* Experience with HNW clients, including business owners, executives, and complex trustsCompensation* $100,000-$190,000 base salary* Bonus Potential* Benefits Package: Medical, Vision, Dental, AD&D ST/LT Dis* Incredible PTO, Potential for Flex TimeOur firm is dedicated to helping clients preserve and grow substantial wealth over generations. Join our mission-driven team, committed to highly customized client service and community engagement.To apply, email your resume and cover letter to ...@Gopac.com or 443-### ####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.