Financial Advisor | Atlanta metropolitan area
Apply NowCompany: BCI - Brokerage Consultants Inc.
Location: Atlanta, GA 30349
Description:
Financial Advisor | Atlanta metropolitan area
A boutique financial advisory firm is seeking an experienced Financial Advisor to join their growing team. Focused on providing tailored financial advice and building long-term client relationships, they offer a collaborative environment, strong support, and growth opportunities.
The Advisor will play a key role in driving client engagement, offering personalized financial planning, and contributing to the firm's growth. The ideal candidate is highly organized, capable of managing multiple responsibilities, and has strong interpersonal and analytical skills.
Responsibilities:
Build and maintain strong, long-term relationships with clients through continuous financial guidance
Develop tailored financial plans based on each client's goals and financial situation
Manage client portfolios, ensuring timely reviews and adjustments in response to market changes and evolving goals
Advise clients on charitable giving strategies and the role of money in their lives
Identify opportunities and proactively recommend solutions aligned with clients' financial objectives
Collaborate with team members to drive growth, improve processes, and enhance the client experience
Requirements:
Bachelor's degree
5+ years of experience as a Financial Advisor
Certified Financial Planner (CFP) or Certified Financial Analyst (CFA), desired
FINRA Series 65. required
Proven success in managing diverse client portfolios and providing high-quality financial advisory services
Exceptional time management, multitasking, and organizational abilities
Strong analytical skills and proficiency in financial planning software and tools
Our client offers a competitive compensation package, including a salary around $150k plus bonus opportunities, along with benefits such as a 401(k) match, health insurance, PTO, and a retirement plan. The final salary will be based on skills and experience.
A boutique financial advisory firm is seeking an experienced Financial Advisor to join their growing team. Focused on providing tailored financial advice and building long-term client relationships, they offer a collaborative environment, strong support, and growth opportunities.
The Advisor will play a key role in driving client engagement, offering personalized financial planning, and contributing to the firm's growth. The ideal candidate is highly organized, capable of managing multiple responsibilities, and has strong interpersonal and analytical skills.
Responsibilities:
Build and maintain strong, long-term relationships with clients through continuous financial guidance
Develop tailored financial plans based on each client's goals and financial situation
Manage client portfolios, ensuring timely reviews and adjustments in response to market changes and evolving goals
Advise clients on charitable giving strategies and the role of money in their lives
Identify opportunities and proactively recommend solutions aligned with clients' financial objectives
Collaborate with team members to drive growth, improve processes, and enhance the client experience
Requirements:
Bachelor's degree
5+ years of experience as a Financial Advisor
Certified Financial Planner (CFP) or Certified Financial Analyst (CFA), desired
FINRA Series 65. required
Proven success in managing diverse client portfolios and providing high-quality financial advisory services
Exceptional time management, multitasking, and organizational abilities
Strong analytical skills and proficiency in financial planning software and tools
Our client offers a competitive compensation package, including a salary around $150k plus bonus opportunities, along with benefits such as a 401(k) match, health insurance, PTO, and a retirement plan. The final salary will be based on skills and experience.