Job Description
Overview
Affinity Financial Strategies (AFS), in partnership with GP Financial Services, is seeking applicants for a Wealth Coordinator or Associate Wealth Advisor. GP Financial Services provides financial planning, investment, and insurance services to existing clients, credit union members, and local communities. GP Financial Services operates as an independent wealth management office with over 30 years of experience in financial planning and investment management for individuals and families.
Key Responsibilities
- Schedule and participate in client meetings alongside the Senior Wealth Advisor, contributing to financial strategy development.
- Share responsibilities for office administration and support ongoing client relationship management to ensure operational continuity and client engagement.
- Create and maintain client files according to compliance standards.
- Promote and market the firm’s investment and insurance servic...