Financial Advisor

Net Zero Staffing; Atlanta (GA); On-site; USD 55,000 - 90,000; Full time

Job summary

Net Zero Staffing is helping financial advisors confidentially explore opportunities across 10+ partner firms. The Financial Advisor will provide financial planning, retirement planning, investment advice, and broader advisory services to clients, with multiple opportunities within each partner firm.

Candidates should have strong communication, analytical, and software skills, plus relevant certifications. This role emphasizes independence and client-focused service in the Atlanta area.

Qualifications

• Experience in comprehensive financial planning and retirement planning.
• Strong knowledge of finance and investments.
• Proven track record in delivering financial advisory services.
• Analytical mindset with problem-solving skills.
• Excellent interpersonal and written/spoken communication.
• Detail-oriented with ability to meet deadlines.
• Proficiency with financial software and tools.

Responsibilities

• Provide financial planning and retirement planning to clients.
• Offer investment advice and ongoing financial advisory services.
• Assess client goals, risk tolerance, and time horizon to build plans.
• Maintain client relationships and document recommendations clearly.

Skills

Financial planning

Retirement planning

Finance & investments knowledge

Financial advisory experience

Analytical thinking

Communication skills

Attention to detail

Financial software proficiency

Education

CFP/CFA/Series 7 certifications

Job description

If you’re a financial advisor who feels like you’re building someone else’s business… you’re not alone.

Many advisors we speak with are frustrated by limited independence, lack of real support, and uncertainty around who truly owns their book.

We help advisors like you confidentially explore over 10 firms we have partnered with. Let us find the right fit for you.

Role Description

The Financial Advisor will be responsible for providing financial planning, retirement planning, investment advice, and financial advisory services to clients. There are multiple opportunities within each firm.

Qualifications

• Financial Planning and Retirement Planning skills
• Finance and Investments knowledge
• Experience in providing Financial Advisory services
• Strong analytical and problem-solving skills
• Excellent interpersonal and communication skills
• Attention to detail and ability to meet deadlines
• Proficiency in financial software and tools
• Certifications such as CFP, CFA, or Series 7