Fiduciary Financial Advisor | 40% Travel | Client Planning

The-Forge-Companies; Atlanta (GA); On-site; USD 90,000 - 140,000; Full time

Job summary

The Forge Companies is seeking a Financial Advisor within Advocacy Wealth Management to provide fiduciary-level financial planning and investment services to a client base that includes injured plaintiffs. The advisor will leverage enterprise-wide expertise, manage a full book of clients, and work autonomously.

Requires FINRA Series 65 or ability to obtain in 180 days and Life & Health Insurance license or ability to obtain in 60 days. Travel up to 40% may be required. CFP strongly preferred.

Qualifications

• FINRA Series 65 license or ability to obtain within 180 days.
• Life & Health Insurance license or ability to obtain within 60 days.
• CFP designation strongly preferred.

Responsibilities

• Develop fiduciary-level financial plans and investment services for clients.
• Serve as the primary advisor within the Core Accounts Unit for assigned clients.
• Implement recommendations from the financial plan in clients' best interests.
• Meet with clients to update financial plans and verify portfolio risk.
• Review and document clients' financial situations accurately.
• Identify additional planning opportunities based on client needs.
• Coordinate with internal/external partners and attorneys/CPAs as needed.
• Maintain client information in the firm's CRM and stay updated on market trends.

Skills

Series 65

Life & Health Insurance license

CFP designation

Job description

The Forge Companies is seeking a Financial Advisor within Advocacy Wealth Management to provide fiduciary-level financial planning and investment services to a client base that includes injured plaintiffs. The advisor will leverage enterprise-wide expertise, manage a full book of clients, and work autonomously.

Requires FINRA Series 65 or ability to obtain in 180 days and Life & Health Insurance license or ability to obtain in 60 days. Travel up to 40% may be required. CFP strongly preferred.