Trusted Financial Advisor — Fiduciary, Fee-Only

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

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.