Senior Financial Advisor | Wealth Planning & Client Growth

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

Benefits offered by this job

Annual bonus

Professional development opportunities

Job summary

A financial planning firm in Atlanta is seeking an experienced Financial Advisor to nurture client relationships and deliver exceptional financial planning services. You will engage directly with clients to understand their financial objectives, prepare financial plans, and collaborate with other professionals to provide holistic solutions. The ideal candidate has over five years of experience in financial planning and excellent communication skills. This role offers a competitive salary and the opportunity for professional development.

Qualifications

• 5+ years' experience managing client relationships in financial planning or investment management.
• Excellent verbal, written, presentation, listening, and interpersonal communication skills.
• Excellent time management and strong organizational 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.
• Develop relationships with Centers of Influence to obtain potential client referrals.

Skills

Client relationship management

Financial planning

Communication skills

Empathy

Attention to detail

Education

Bachelor’s degree in finance or related field

Tools

Excel

PowerPoint

Outlook

Custodial platforms (Schwab, Fidelity)

Job description

A financial planning firm in Atlanta is seeking an experienced Financial Advisor to nurture client relationships and deliver exceptional financial planning services. You will engage directly with clients to understand their financial objectives, prepare financial plans, and collaborate with other professionals to provide holistic solutions. The ideal candidate has over five years of experience in financial planning and excellent communication skills. This role offers a competitive salary and the opportunity for professional development.