Top

Financial Advisor

Atlanta, GA, USA

86 Days ago

Job Description


Location: Atlanta, Georgia

Country: United States

Salary: $110K - $175K

Start Date:

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.

Key Skills Required

CommitmentCommunicationCommunity EngagementComprehensiveConsistentDevelopmentEconomicsEstate PlanningFinanceFinancial GoalsFinancial LiteracyFinancial MarketsFinancial PlanningFinancial Planning SoftwareFocusedGuidanceManagementPassionateProactiveProfessional DevelopmentProfessional GrowthRegulatory RequirementsRisk ManagementSupportive

Job Overview


Job Function: Banking / Finance

Job Type: Full Time

Workplace Type: Not Specified

Experience Level: Not Specified

Salary: $110,000 - $175,000 / Annual Salary

Experience: 3 - 4 yrs

Contact Information


Company Name: DailyStaffWorks Worldwide

Recruiting People: HR Department

Website: https://www.dailystaffworks.com/jobs-world

Location

Important Fraud Alert:
Beware of imposters. elsejob.com does not guarantee job offers or interviews in exchange for payment. Any requests for money under the guise of registration fees, refundable deposits, or similar claims are fraudulent. Please stay vigilant and report suspicious activity.

Similar Jobs

Annuity, Insurance and Financial Advisor Sales

United Placement Group • Atlanta, GA, USA

Salary: Competitive & Based on Experience

View Job
Financial Advisor Annuity Sales

United Placement Group • Atlanta, GA, USA

Salary: Competitive & Based on Experience

View Job