Experienced Financial Advisor

TalentLink Solutions; Atlanta (GA); On-site; USD 125,000 - 145,000; Full time

Job summary

A retirement and financial planning firm in Atlanta seeks a skilled professional to manage high-net-worth client relationships and develop tailored financial plans. Ideal candidates should have a Bachelor’s degree, over 5 years of experience in client management, and proficiency in Excel. This full-time position offers a competitive salary range of $125,000 - $145,000 annually, plus bonuses.

Qualifications

• 5+ years’ experience managing client relationships in financial planning or investment management.
• Subject matter expert in financial planning and complex client cases.
• Must be organized, detail-oriented and able to manage multiple tasks.

Responsibilities

• Engage directly with clients to understand their financial objectives.
• Prepare agendas for client meetings and complete post-meeting tasks.
• Collaborate with support team to deliver thorough client service.

Skills

Client relationship management

Financial planning expertise

Proficient in Excel

Excellent communication skills

Education

Bachelor's degree in finance or related field

Tools

CRM software

Schwab

Fidelity

Job description

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