Experienced Financial Advisor

Overview

We are a distinguished retirement and financial planning firm based in Atlanta. As a registered investment adviser, we manage approximately $380 million for high net-worth individuals, families, and institutions. Our unwavering commitment to client success drives our growth, and we’re assembling a remarkable team to build something exceptional—for our clients and our employees. In addition, our collaborative environment fosters professional development, innovation, and a shared sense of purpose. Join us as we shape the future of financial well-being!

Base pay range

$125,000.00/yr - $145,000.00/yr

Additional compensation types

Annual Bonus

Responsibilities

• Engage directly with clients to understand their financial objectives and concerns; effectively manage the client relationship and show accountability for retention.
• Retain and enhance client relationships through ongoing education, excellent service, and ensuring an exceptional client experience
• Prepare agendas for client meetings and ensure timely completion of post-meeting action items
• Complete financial planning analyses and wealth management activities. Ensure client assets are invested in alignment with their risk tolerance and goals, coordinating with our trade team
• Gather data from clients and analyze their current financial situation. Strategic development of comprehensive financial plans that align with their goals, recommend appropriate solutions, and assist with plan implementation
• Collaborate with the support team to deliver prompt and thorough client service
• Work with clients’ other professionals, such as attorneys and CPAs, to provide holistic financial solutions
• Develop relationships with Centers of Influence to obtain potential client referrals
• Identify opportunities to expand existing client relationships by ensuring they are taking full advantage of our various services; proactively seek referrals from clients to generate new business
• Maintain accurate records of client interactions and information in the CRM system
• Representing the firm in a positive and professional manner
• Additional duties may entail participation in team projects and assisting with initiatives designed to streamline firm policies and procedures

Qualifications

• Bachelor’s degree, preferably in finance, financial planning, or a related field required
• 5+ years’ experience managing client relationships in financial planning or investment management
• Experience working with various custodial platforms (Schwab, Fidelity, etc.)
• Proficient in Excel, PowerPoint and Outlook
• A genuine interest in serving and caring for clients
• Subject matter expert in financial planning and complex client cases
• Excellent verbal, written, presentation, listening, and interpersonal communication skills
• Excellent time management and strong organizational skills, and ability to prioritize multiple tasks and anticipate potential problems
• Must be organized, detail-oriented and able to manage and prioritize tasks

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Finance