Wealth Management Advisor

GSG Wealth Management exists to deliver comprehensive financial planning that brings confidence, clarity, and precision to complex situations. We have grown to serve 500 households locally and around the country, managing over $1 Billion in assets for our clients. We value Trust, Integrity, Knowledge, Intentionality, and Service.

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 14 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:

· 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

· 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

· 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

Job Type: Full-time

Pay: $160,000.00 - $200,000.00 per year

Benefits:

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

Physical Setting:

• Office

Schedule:

• Monday to Friday

Experience:

• Financial planning: 8 years (Preferred)

Work Location: In person

Salary : $160,000 - $200,000