Overview We are a distinguished retirement and financial planning firm based in Atlanta. As a registered investment adviser, we manage approximately $380 million for high net-worth individuals, families, and institutions. Our unwavering commitment to client success drives our growth, and we're assembling a remarkable team to build something exceptional—for our clients and our employees. In addition, our collaborative environment fosters professional development, innovation, and a shared sense of purpose. Join us as we shape the future of financial well-being!Our firm is looking to hire a Financial Advisor to create and nurture the long-term needs of firm clients, to manage client relationships, and to actively participate in the advanced planning process. Additional responsibilities around new business will be engaging with prospective clients identified through our lead system and building your personal network to generate opportunities through referrals from clients and centers of influence. The primary responsibilities will be to prepare for and actively participate in client meetings, take notes, follow up on any action items, take ownership to manage client expectations and deliverables. You will also prepare financial plans, investment recommendations, and research clients\' technical questions.Base pay range $125,000.00/yr - $145,000.00/yrAdditional compensation types Annual BonusResponsibilities Engage directly with clients to understand their financial objectives and concerns; effectively manage the client relationship and show accountability for retention.Retain and enhance client relationships through ongoing education, excellent service, and ensuring an exceptional client experiencePrepare agendas for client meetings and ensure timely completion of post-meeting action itemsComplete financial planning analyses and wealth management activities. Ensure client assets are invested in alignment with their risk tolerance and goals, coordinating with our trade teamGather data from clients and analyze their current financial situation. Strategic development of comprehensive financial plans that align with their goals, recommend appropriate solutions, and assist with plan implementationCollaborate with the support team to deliver prompt and thorough client serviceWork with clients' other professionals, such as attorneys and CPAs, to provide holistic financial solutionsDevelop relationships with Centers of Influence to obtain potential client referralsIdentify opportunities to expand existing client relationships by ensuring they are taking full advantage of our various services; proactively seek referrals from clients to generate new businessMaintain accurate records of client interactions and information in the CRM systemRepresenting the firm in a positive and professional mannerAdditional duties may entail participation in team projects and assisting with initiatives designed to streamline firm policies and proceduresQualifications Bachelor's degree, preferably in finance, financial planning, or a related field required5+ years' experience managing client relationships in financial planning or investment managementExperience working with various custodial platforms (Schwab, Fidelity, etc.)Proficient in Excel, PowerPoint and OutlookA genuine interest in serving and caring for clientsSubject matter expert in financial planning and complex client casesExcellent verbal, written, presentation, listening, and interpersonal communication skillsExcellent time management and strong organizational skills, and ability to prioritize multiple tasks and anticipate potential problemsMust be organized, detail-oriented and able to manage and prioritize tasksSeniority level Mid-Senior levelEmployment type Full-timeJob function Finance#J-18808-Ljbffr
