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Financial Advisor

3 months ago

Atlanta, United States Insight Global Full time

Requirements

  • Bachelor’s degree in Finance, Accounting, or related field
  • 3-5+ years of financial advisory experience
  • An existing book of business that you actively advise today
  • Certified to work as an investment advisor representative (Series 65 or equivalent)


Preferred

  • Master’s degree in Finance, Accounting, or related field
  • Financial credential(s) such as CFP, CFA, CPA
  • Depth of knowledge in at least one key area of financial planning
  • Experience advising at a Registered Investment Advisory (RIA) firm


Responsibilities

  • Identifying and pursuing potential clients to maintain a strong client base
  • Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses, and assets
  • Offering strategic advice on products and services, such as investments, insurance coverage, and debt management tools
  • Identify struggles or questions the client may have, explain financial planning concepts, create clarity around client goals, and prepare financial plans
  • Performing market research to stay current with financial trends
  • Preparing financial documents, such as income projections and investment reports
  • Work with third-party experts such as tax or estate planners to ensure the client has a cohesive advisory team
  • Maintaining compliance with all rules and regulations in the financial industry