Financial/Investment Consultant

CPA Tax Advisors LLC; Atlanta (GA); Hybrid; USD 100,000 - 140,000; Full time

Job summary

CPA Tax Advisors LLC is seeking a Remote Financial/Investment Consultant based in Georgia to deliver high-net-worth private financial planning. The role requires Series 65 or Series 7 certification and deep expertise in planning, asset allocation, and investments.

A strong ability to build client relationships and travel up to 30% (between Atlanta and South GA) is essential. The position blends remote work with periodic on-site engagements, emphasizing entrepreneurial spirit and a client-centric

Qualifications

• AA degree or higher.
• Series 65 or Series 7 certification is REQUIRED.
• Experience with financial planning.
• Strong knowledge in financial planning, asset allocation, investment strategies, and account administration.

Responsibilities

• Assist clients in executing tailored strategies to achieve financial goals and increase net worth.
• Deliver a full day of private financial planning expertise to clients, individuals or couples.
• Proactively communicate and build relationships with clients, centers of influence, and prospects.
• Prepare comprehensive financial plans with data gathering, analysis, and recommendations for high-net-worth clients.
• Research and analyze investments, strategies, and market conditions to provide sound financial advice.
• Apply financial planning knowledge to real-life situations.
• Ensure satisfaction and retention of high-net-worth clients.
• Participate in client meetings and respond to executive client requests.
• Grow client base through referrals and outside sales.
• Assist with the compilation of detailed financial reports using data and client-approved information.

Skills

Financial planning

Asset allocation

Investment strategies

Account administration

Client relationship building

Travel up to 30%

Series 65 or Series 7

Education

AA degree or higher

Job description

We are looking for a Remote Financial/Investment Consultant!

Job Location:

• Must be located in Georgia.
• Although the position is remote, 10% of your work MAY need to be done on-site

Job Responsibilities:

• Assist clients in executing tailored strategies that will help them achieve their unique financial goals and increase their net worth.
• Deliver a full day of private financial planning expertise to clients, either individuals or couples.
• Responsible for proactive face-to-face communication and relationship building with clients, centers of influence, and prospects for clients.
• Prepare comprehensive financial plans, including data gathering, analyzing financial conditions, and developing recommendations for high-net-worth clients.
• Research and analyze investments, strategies, and market conditions, and provide sound financial advice based on findings.
• Aptitude for applying financial planning knowledge in real-life situations.
• Responsible for the satisfaction and retention of the organization's high-net-worth clients.
• Participate in client meetings when appropriate and respond to executive client requests.
• Grow and develop a client base through client referrals and outside sales.
• Assist with the compilation of detailed financial reports using calculations, data, and other client-approved information.

Job Requirements:

• AA degree or higher
• Series minimum Series 65 or Series 7 certification (REQUIRED)
• Experience with financial planning
• Strong knowledge in the areas of financial planning, asset allocation, investment strategies, and account administration.
• Must live in GA (ability to travel to remote office, as requested, if not located in immediate area).
• Willing to travel up to 30%, primarily between Atlanta, GA, and South GA.
• Ability to work in a flexible and entrepreneurial environment with a positive, can-do attitude attitude.