Financial Advisor

Description

Location: Atlanta, Georgia

Country: United States

Salary: $110K - $175K

Description:

We are looking for a driven and client-focused Financial Advisor to join our growing team. In this role, you will play a key part in guiding individuals and families toward achieving their financial goals through thoughtful planning, personalized investment strategies, and consistent, high-quality service.

This position is ideal for a financial professional who is passionate about making a meaningful impact, values long-term client relationships, and is committed to the highest standards of integrity and professional growth.

Key Responsibilities

• Develop and implement customized financial plans that address retirement, education funding, risk management, and estate planning

• Conduct regular portfolio reviews and proactively adjust strategies based on changing market conditions and client objectives

• Maintain deep knowledge of financial markets, products, and regulatory requirements

• Build and nurture lasting client relationships through consistent communication and exceptional service

• Collaborate with internal teams to deliver a seamless and high-value client experience

• Represent the firm through community engagement, educational workshops, and financial literacy initiatives

Qualifications

• Bachelor’s degree in Finance, Economics, or a related field

• Certified Financial Planner™ (CFP®) designation preferred

• Minimum of 3 years of experience in financial advising or wealth management

• Strong analytical skills and proficiency in financial planning software

• Excellent interpersonal and communication abilities

• A commitment to ongoing professional development and staying current with industry trends

What We Offer

• A collaborative and supportive team environment focused on professional excellence

• Clear opportunities for career growth and advancement

• Access to innovative financial tools and resources to better serve your clients

• Competitive compensation and a comprehensive benefits package

• The opportunity to make a lasting impact on your clients' financial success and peace of mind

Who We’re Looking For

We value professionals who prioritize client needs above all, act with integrity, and bring a proactive mindset to financial planning. If you are passionate about delivering long-term value through strategic guidance and personal connection, we invite you to apply.

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