Senior Financial Advisor — Holistic Wealth Planning

TalentLink Solutions; Atlanta (GA); On-site; USD 125,000 - 145,000; Full time

Job summary

A leading financial planning firm in Atlanta seeks a Financial Advisor to nurture client relationships and participate in advanced financial planning. Candidates should possess a Bachelor’s degree in finance and over 5 years of experience in financial planning. Skills in client management, communication, and time organization are essential. The role offers a salary range between $125,000 to $145,000 annually, plus an annual bonus.

Qualifications

• 5+ years’ experience managing client relationships in financial planning or investment management.
• Experience working with various custodial platforms.
• Excellent verbal, written, and interpersonal communication skills.

Responsibilities

• Engage directly with clients to understand their financial objectives and concerns.
• Prepare agendas for client meetings and ensure timely completion of post-meeting action items.
• Complete financial planning analyses and wealth management activities.

Skills

Client relationship management

Financial planning

Communication skills

Time management

Organizational skills

Education

Bachelor’s degree in finance or related field

Tools

Excel

PowerPoint

Outlook

Custodial platforms (Schwab, Fidelity, etc.)

Job description

A leading financial planning firm in Atlanta seeks a Financial Advisor to nurture client relationships and participate in advanced financial planning. Candidates should possess a Bachelor’s degree in finance and over 5 years of experience in financial planning. Skills in client management, communication, and time organization are essential. The role offers a salary range between $125,000 to $145,000 annually, plus an annual bonus.