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Financial Advisor

Atlanta, GA, USA

363 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

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