Financial Advisor - Alpharetta, GA
About The Position
Wealth With No Regrets® in Alpharetta, GA is seeking to add a Financial Advisor to our team! We are an independent registered investment advisory firm that provides financial and retirement planning, wealth management, tax strategies, protection, and legacy planning, and fiduciary services to high- net-worth business owners, executives, professionals and independent women who have accumulated $1 million or more in savings. We oversee more than $300 million in assets (including assets under management and insurance and annuity products). The Financial Advisor will have the opportunity to meet one on one with a steady flow of qualified prospects and be able to identify and successfully move prospects to clients by demonstrating the value of our planning strategies and help them get what they want in all areas including investing, income, taxes, protection, and legacy. Duties include working alongside the main Advisor, using tools to confidently identify opportunities & dangers, and taking steps to implement a plan and solutions for a Retirement Built with Confidence. The Wealth With No Regrets workplace is one where everyone’s work matters, each team member’s contributions are valued and appreciated, and together we make a difference for our clients.
Requirements
- Experience in the areas of financial planning, tax and accounting, business, economics, or a related field
- Minimum of 3 years of Financial Advisory and/or Wealth Management experience
- Series 65 or similar financial license is required and a life and health insurance license will need to be obtained
- Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, and Outlook) Expertise in Excel including creating formulas and building spreadsheets is very important
- Have a desire and ability to follow a sales process and articulate financial concepts with confidence
- Be able to demonstrate and articulate a financial plan and the benefits of it to a prospect and client
- Ability to build a financial plan and model that includes investing, income, tax, protection, and legacy strategies
- Possess ability for strong verbal communication and creating a relational connection with people
Responsibilities
- Analyzing current plans for prospective clients
- Preparing plans for new clients
- Demonstrating the value of financial planning strategies
- Calculating the value of tax-savvy solutions
- Preparing presentation materials for Financial Advisors to communicate planning strategies
- Interpret and review client financial statements to pull the relevant information needed for evaluating current issues and opportunities
- Organize information, build personal financial statements, and cash flow models
- Build scenarios in financial planning software to evaluate, compare, and present planning techniques
- Be able to follow direction and processes for gathering & analyzing data
- Be comfortable around analyzing investment holdings & performance evaluation
- A desire to follow a process for putting together a presentable plan design for various solutions that also shows the benefits of planning strategies
- Assemble needed supporting materials of financial products, investments, and strategies to confirm the validity of the strategies
- Desire to do work of excellence, meet deadlines, produce accurate work, and consistently deliver relevant materials
Benefits
- 10 Paid Time Off (PTO) days and about 10 Paid Holidays per calendar year
- High Deductible Health Plan is available
- Automatic 3% contribution to 401k after 6 months of employment
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
