Financial Advisor

Harvard Group International; Kennesaw (GA); On-site; USD 70,000 - 110,000; Full time

Job summary

Harvard Group International in Kennesaw, Georgia is seeking a Financial Advisor to deliver comprehensive financial planning and manage client relationships end-to-end in a fiduciary setting. The role emphasizes trust, disciplined execution, and high-quality advice within an in-office team.

You will partner with planning, tax, estate, and service teams to craft integrated plans for individuals and families with complex financial needs, leading client meetings and sustaining a high-touch advisory

Qualifications

• Minimum of 3+ years of client-facing financial planning or wealth management experience.
• Series 65 or 66 required or ability to obtain promptly.
• Demonstrated experience leading client meetings and delivering comprehensive financial plans independently.
• Strong organizational skills, attention to detail, and consistent follow-through.
• Professional judgment and maturity when managing complex client situations.
• Comfort operating in a collaborative, in-office advisory environment.

Responsibilities

• Lead client discovery meetings and manage ongoing advisory relationships from onboarding through long-term planning.
• Develop, present, and implement comprehensive financial plans incorporating investment strategy, tax planning, estate considerations, and insurance solutions.
• Assume responsibility for a group of existing client relationships over time, ensuring a high-touch, fiduciary client experience.
• Engage new client opportunities through internal referrals and organic relationship development.
• Partner closely with internal planning, tax, estate, insurance, and client service teams to deliver holistic advice.
• Maintain accurate documentation, task management, and follow-up discipline within CRM systems.
• Communicate clearly and professionally with clients, service partners, and internal stakeholders.
• Maintain a consistent in-office presence and contribute positively to a collaborative, team-oriented office environment.

Skills

Client relationships

Financial planning

Presentation

CRM management

Tools

CRM software

Job description

The Financial Advisor plays a critical role within a well-established, fiduciary-focused wealth management office in Kennesaw, Georgia. This position is responsible for delivering comprehensive financial planning, managing ongoing client relationships, and serving as a trusted advisor to individuals and families with increasingly complex financial needs. Operating in a collaborative, in-office environment, the advisor partners closely with internal planning, tax, estate, insurance, and client service teams to provide integrated, high-quality advice. The role includes responsibility for a combination of transitioned client relationships and new client engagement over time, with success driven by trust, follow-through, and disciplined execution rather than transactional sales activity. The ideal candidate is an experienced, relationship-driven Financial Advisor with strong planning depth, professional maturity, and the ability to own client relationships end-to-end in a high-accountability office culture.

• Lead client discovery meetings and manage ongoing advisory relationships from onboarding through long-term planning.
• Develop, present, and implement comprehensive financial plans incorporating investment strategy, tax planning, estate considerations, and insurance solutions.
• Assume responsibility for a group of existing client relationships over time, ensuring a high-touch, fiduciary client experience.
• Engage new client opportunities through internal referrals and organic relationship development.
• Partner closely with internal planning, tax, estate, insurance, and client service teams to deliver holistic advice.
• Maintain accurate documentation, task management, and follow-up discipline within CRM systems.
• Communicate clearly and professionally with clients, service partners, and internal stakeholders.
• Maintain a consistent in-office presence and contribute positively to a collaborative, team-oriented office environment.

Qualifications & Experience: Financial Advisor

• Minimum of 3+ years of client-facing financial planning or wealth management experience.
• Series 65 or 66 required or ability to obtain promptly.
• Demonstrated experience leading client meetings and delivering comprehensive financial plans independently.
• Strong organizational skills, attention to detail, and consistent follow-through.
• Professional judgment and maturity when managing complex client situations.
• Comfort operating in a collaborative, in-office advisory environment.
• A portable book of business is welcomed but not required.

Ideal Candidate Profile

• Experienced Financial Advisor with demonstrated success delivering comprehensive financial plans independently.
• Motivated by owning client relationships end-to-end within a fiduciary, relationship-driven advisory model.
• Confident, professional communicator with the presence to lead in-person client meetings and planning discussions.
• Highly organized, detail-oriented, and disciplined in CRM management, follow-up, and execution.
• Thrives in a collaborative, in-office advisory environment with shared accountability for client outcomes.