Financial Advisor

Splitle recruiter; Atlanta (GA); On-site; USD 110,000 - 175,000; Full time

Job summary

A forward-thinking firm is seeking an experienced Financial Advisor to foster long-term client relationships and manage their financial needs. In this pivotal role, you'll engage directly with clients, preparing tailored financial plans and ensuring exceptional service. Your expertise in financial planning, combined with your strong communication and organizational skills, will help enhance client experiences and drive referrals. This position offers the opportunity to work collaboratively with a dedicated team while contributing to the firm's growth. If you're passionate about serving clients and eager to excel in your career, this is an exciting opportunity for you.

Qualifications

• 5+ years’ experience in financial planning or investment management.
• Expertise in managing client relationships with high-net-worth clients.

Responsibilities

• Engage with clients to understand their financial objectives.
• Prepare financial plans and investment recommendations.

Skills

Client Relationship Management

Financial Planning

Communication Skills

Attention to Detail

Time Management

Education

Bachelor’s degree in Finance or related field

CFP designation

Tools

Excel

PowerPoint

Outlook

CRM Systems

Job description

1 week ago Be among the first 25 applicants

Get AI-powered advice on this job and more exclusive features.

A firm is looking to hire an experienced Financial Advisor to create and nurture the long-term needs of firm clients, to manage client relationships, and to actively participate in the advanced planning process. Additional responsibilities around new business will be engaging with prospective clients identified through our lead system and building your personal network to generate opportunities through referrals from clients and centers of influence. The primary responsibilities will be to prepare for and actively participate in client meetings, take notes, follow up on any action items, take ownership to manage client expectations and deliverables. You will also prepare financial plans, investment recommendations, and research clients' technical questions.

You have enough experience in front of clients that you are confident in almost any scenario, particularly with high-net-worth clients. You are an extraordinary communicator and calm under pressure. You have a high degree of empathy, and people trust you easily because you are genuine and live to serve others. You are a self-starter, taking initiative and having impeccable follow-through. You pay great attention to detail. You want to be a master of your craft, and you are the type of person who is always looking to better yourself. You are always looking for ways we can improve our client experience and education.

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
CFP designation 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

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

Get notified about new Financial Advisor jobs in Atlanta, GA.

Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Analyst - Atlanta

Senior Associate - Special Situations (Atlanta)

Atlanta, GA $115,000.00-$140,000.00 1 week ago

Atlanta, GA $65,000.00-$100,000.00 2 weeks ago

Atlanta, GA $260,000.00-$270,000.00 3 weeks ago

Financial Advisor - Marietta, GA - 200k (base and bonus)

Atlanta, GA $110,000.00-$145,000.00 5 days ago

Atlanta, GA $110,000.00-$170,000.00 1 week ago

Atlanta, GA $126,820.00-$164,120.00 2 days ago

Atlanta, GA $120,000.00-$175,000.00 1 week ago

Atlanta, GA $120,000.00-$175,000.00 4 days ago

Sandy Springs, GA $25.00-$38.00 2 weeks ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.