Fiduciary Financial Advisor - Core Accounts | 40% Travel

The Forge Companies; Atlanta (GA); On-site; USD 90,000 - 130,000; Full time

Job summary

The Forge Companies is seeking a Financial Advisor within Advocacy Wealth Management's Core Accounts Unit to deliver fiduciary-level financial planning and investment services. You will work autonomously, manage a full client book, and coordinate with internal partners to implement plans and ensure client outcomes.

Required FINRA Series 65 (or obtain within 180 days) and Life & Health Insurance licenses (or obtain within 60 days).

Qualifications

• Series 65 licensed (will be required to obtain within 6 months, if not)
• Life and Health Insurance licensed (will be required to obtain within 6 months, if not)
• CERTIFIED FINANCIAL PLANNERTM designation strongly preferred.
• Ability to travel up to 40% of time for client meetings.
• Experience working directly with clients in financial services environment.
• Detail orientated, strong math, and analytical skills.
• Good organization and time management skills.
• Ability to communicate at all levels within the organization.
• Process oriented and can work with a team.
• Strong computer and software skills.

Responsibilities

• Work with Financial Advisors to identify clients within the Core Accounts Unit and coordinate transfers.
• Serve as the Financial Advisor and primary contact within the Core Accounts Unit to provide fiduciary-level guidance.
• Implement recommendations from financial plans in clients' best interests.
• Meet with clients per service standards and update financial plans.
• Review and document clients' financial situations and risk profiles.
• Identify additional planning opportunities through client needs assessment.
• Act as an advisory resource for clients' attorneys and CPAs.
• Maintain relationships with specialists supporting client service and development.

Skills

Series 65 license

Life & Health License

CFP designation

Travel up to 40%

Financial services exp

Detail-oriented

Analytical skills

Organizational skills

Communication skills

Team player

Computer skills

Job description

The Forge Companies is seeking a Financial Advisor within Advocacy Wealth Management's Core Accounts Unit to deliver fiduciary-level financial planning and investment services. You will work autonomously, manage a full client book, and coordinate with internal partners to implement plans and ensure client outcomes.

Required FINRA Series 65 (or obtain within 180 days) and Life & Health Insurance licenses (or obtain within 60 days).