Wealth Advisor: Client-Focused Financial Planning

Patton Albertson & Miller; Atlanta (GA); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) match

Bonus

Professional development support

Disability coverage

Job summary

A financial advisory firm based in Atlanta is seeking a Wealth Advisor to provide client-focused financial planning and support experienced Financial Advisors. The role involves analyzing finances, preparing for meetings, and managing follow-up tasks. Ideal candidates should possess a Bachelor's degree in Finance, Economics, or Financial Planning and be proficient with Excel and industry systems. This is an entry-level, full-time position offering a competitive salary and benefits.

Qualifications

• Bachelor's degree in a relevant field is required.
• Proficiency with industry software and systems.

Responsibilities

• Support and learn from experienced Financial Advisors in client service and business development.
• Prepare for meetings, analyze finances, and manage follow-up tasks.

Skills

Proficiency with Excel

Knowledge of Fidelity, Schwab, Salesforce

Education

Bachelor's degree in Finance, Economics, or Financial Planning

Tools

Excel

Fidelity

Schwab

Salesforce

EMoney

Job description

A financial advisory firm based in Atlanta is seeking a Wealth Advisor to provide client-focused financial planning and support experienced Financial Advisors. The role involves analyzing finances, preparing for meetings, and managing follow-up tasks. Ideal candidates should possess a Bachelor's degree in Finance, Economics, or Financial Planning and be proficient with Excel and industry systems. This is an entry-level, full-time position offering a competitive salary and benefits.