Financial Advisor

Darren Caddle; Marietta (GA); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

401K matching

Healthcare

Paid time off

Family schedule flexibility

Job summary

A financial services firm in Georgia is seeking a skilled Financial Advisor to assist clients in achieving financial independence with a fiduciary business model. Responsibilities include supporting the President in client interactions and committee work while ensuring clients' best interests. Candidates must possess a Series 65 license, and ideally a CFP or CFA designation, along with a minimum of 5 years of industry experience. Competitive pay and comprehensive benefits are offered, including 401K matching, healthcare, and paid time off.

Qualifications

• Minimum of 5 years of industry experience required.
• This role requires a commitment to a fiduciary and fee-only business model.

Responsibilities

• Support business development with prospective clients.
• Participate in client review meetings and branding efforts.
• Engagement in Investment and Financial Planning Committees.

Skills

Trustworthy

Empathetic

Service-minded

Education

Series 65 license

CFP designation

CFA designation

Job description

Job Description

The company is looking for a trustworthy, empathetic, and service-minded individual to help our clients build a path to financial independence. This will be done within a fiduciary and fee-only business model. The candidate must always work in the best interest of the client.

Details

The Financial Advisor will support the President / Senior Advisor in business development. This will include meeting with prospective clients in person, over the phone, and via web conference. He/she will also be part of our Investment Committee & Financial Planning Committee. This position will also manage client review meetings. Other responsibilities include a role in company branding and various marketing efforts.

Requirements

The ideal candidate will hold at least a Series 65 license as well as a CFP and/or CFA designation. A minimum of 5 years of industry experience is required. This person must be willing to support our firm's fiduciary and fee-only business model.

Benefits

The company offers industry-competitive pay with 401K matching, healthcare, dental, vision, short-term & long-term disability, life insurance, paid time off, and family schedule flexibility. STD, LTD, LI