A North Atlanta fee-only wealth management firm is looking for an individual who is passionate about helping others by providing comprehensive financial planning and advice. This Senior Financial Advisor position presents an excellent career opportunity with a well-established and growing firm. The Advisor would be directly responsible for maintaining existing client relationships and growing their book of business. Financial planning and administrative support is provided for this Advisor.
Duties include meeting initially with clients to review our services and determine their needs; preparing and presenting comprehensive financial plans; developing appropriate investment and asset allocation strategies; meeting regularly with clients; and on-going marketing and business development.
The ideal candidate will possess the following characteristics:
Self-motivated - Must be comfortable working independently and motivated to reach their full potential.
Experienced - This is a senior level position. We need a professional with several years of experience preparing and presenting comprehensive financial plans (Insurance, Taxes, Investments, Retirement, Education, and Estate Planning), preferably for affluent clients. Preference will be given to Advisors with an existing book of business, for which they will be compensated.
Educated – Requirements include a minimum of a four-year degree from a respected college or university in a business-related field; a CFP® or other related advanced designation; and a related Master’s degree or the desire to pursue it. Preference will be given to CPAs and those with tax experience.
Team Player – Our firm has a strong team culture with a supportive family atmosphere—we like working with each other as well as having fun together. The ideal candidate must thrive on being part of a team.
The company is a fee-only wealth management firm, serving Atlanta and surrounding communities for almost 35 years. We provide full-time money management and comprehensive financial planning services to affluent individuals and families with minimum portfolio sizes of $500,000.
Our firm offers a strong compensation package, competitive with industry standards.
Please direct cover letter and resume to firstname.lastname@example.org.