drjobs Financial Advisor

Financial Advisor

Employer Active

1 Vacancy
drjobs

Job Alert

You will be updated with latest job alerts via email
Valid email field required
Send jobs
Send me jobs like this
drjobs

Job Alert

You will be updated with latest job alerts via email

Valid email field required
Send jobs
Job Location drjobs

Atlanta, GA - USA

Monthly Salary drjobs

Not Disclosed

drjobs

Salary Not Disclosed

Vacancy

1 Vacancy

Job Description

Location: Atlanta Georgia

Country: United States

Salary: $110K $175K

Description:

We are looking for a driven and clientfocused 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 highquality service.

This position is ideal for a financial professional who is passionate about making a meaningful impact values longterm 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 highvalue client experience
  • Represent the firm through community engagement educational workshops and financial literacy initiatives

Qualifications

  • Bachelors 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 Were 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 longterm value through strategic guidance and personal connection we invite you to apply.

Heads up!
Were on the hunt for top talent on behalf of our awesome client! If this sounds like your kind of gig hit that apply button! Only shortlisted candidates will be contacted and we keep things 100 confidential. Were all about equal opportunities hereeveryones welcome!

Employment Type

Full Time

Company Industry

About Company

Report This Job
Disclaimer: Drjobpro.com is only a platform that connects job seekers and employers. Applicants are advised to conduct their own independent research into the credentials of the prospective employer.We always make certain that our clients do not endorse any request for money payments, thus we advise against sharing any personal or bank-related information with any third party. If you suspect fraud or malpractice, please contact us via contact us page.