Financial Advisor

Deuxwork; Atlanta (GA); Remote; USD 115,000 - 125,000; Full time

Job summary

An established financial firm in Atlanta is seeking a Financial Advisor to deliver personalized investment solutions. The role involves creating financial plans, meeting with clients, and providing strategic advice. This is a full-time, remote position requiring a Bachelor's degree and relevant experience in finance.

Qualifications

• At least 3 years' of industry experience.
• Strong understanding of the investment business.
• Advanced charter (CFA/CFP/CPA) preferred.

Responsibilities

• Identify and maintain relationships with clients.
• Determine clients' financial objectives and risk tolerance.
• Provide strategic advice on investments and insurance.

Skills

Client Relationship Management

Financial Planning

Market Research

Investment Knowledge

Education

Bachelor's degree in Finance or related field

Tools

Financial Analysis Software

Job description

6 days ago Be among the first 25 applicants

This range is provided by deux work. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$115,000.00/yr - $125,000.00/yr

Direct message the job poster from deux work

Deux Work recruiting studio is partnering with an established financial firm based in Atlanta to help connect them with an ambitious, entrepreneurial-minded Financial Advisor to join their successful team.

About the Role

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. The role is based in Atlanta, but fully remote. Candidates must currently live in Georgia.

Responsibilities

• Identify, develop, and maintain relationships with new and existing clients and partners.
• Meet with clients to determine their financial objectives, risk tolerance, income, expenses, and assets as part of the financial planning process.
• Offering strategic advice on products and services such as investments, insurance coverage, and debt management.
• Performing market research to stay current with financial trends, limits, policies, and legislative changes.
• Collaborate on setting annual individual targets.
• Work with management to design your networking and business development plan.

Qualifications

• Bachelor's degree in Finance or related field
• At least 3 years' of industry experience
• Strong understanding of the investment business
• Advanced charter or certification such as CFA or CFP or CPA preferred

Pay range and compensation package

Equal Opportunity Statement

We are committed to diversity and inclusivity

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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