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Senior Financial Services Advisor

3 months ago

Atlanta, United States augmentjobs Full time
Job DescriptionJob DescriptionJob Title: Senior Financial Services Advisor

Company: Augmentjobs
Salary Range: $125,000 to $162,000
Experience Level: 5 to 9 years

Job Description

Position Overview: The Senior Financial Services Advisor at Augmentjobs plays a critical role in providing comprehensive financial planning and advisory services to our clients. This position involves working closely with individuals and businesses to create customized financial strategies that meet their specific needs and objectives. The Senior Financial Services Advisor will leverage their expertise to offer investment advice, retirement planning, estate planning, and risk management solutions.

Key Responsibilities:

  • Client Consultation: Conduct in-depth consultations with clients to assess their financial goals, needs, and risk tolerance.

  • Financial Planning: Develop and implement customized financial plans, including investment strategies, retirement plans, and estate planning solutions.

  • Investment Advisory: Provide expert advice on investment options, portfolio management, and asset allocation to optimize clients' financial growth.

  • Risk Management: Analyze clients' risk exposure and recommend appropriate insurance and risk management strategies.

  • Regulatory Compliance: Ensure all financial practices comply with relevant regulations and industry standards.

  • Client Relationship Management: Build and maintain strong relationships with clients through regular communication, performance reviews, and personalized service.

  • Market Research: Stay informed about market trends, financial products, and changes in regulations to provide up-to-date advice.

  • Team Collaboration: Work closely with other financial professionals within the firm to provide comprehensive service and address client needs.

Qualifications:

  • Education: Bachelor's degree in Finance, Economics, Business Administration, or a related field. A Master's degree or relevant certifications (e.g., CFP, CFA) is preferred.

  • Experience: Minimum of 5 to 9 years of experience in financial advisory or a related role, with a proven track record of success in client management and financial planning.

  • Skills:

    • Strong analytical and problem-solving skills.

    • Excellent communication and interpersonal abilities.

    • Proficiency in financial planning software and tools.

    • In-depth knowledge of investment strategies, retirement planning, estate planning, and risk management.

    • Ability to build and maintain client relationships and manage expectations.

  • Certifications: Relevant financial certifications such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) are highly desirable.

  • Attributes: High ethical standards, attention to detail, and a client-focused approach.

Working Conditions:

  • Full-time position with standard business hours; occasional overtime or weekend work may be required based on client needs.

  • Opportunities for remote work or flexible hours may be available based on performance and client requirements.

Why Join Us? At Augmentjobs, we value our employees and provide a supportive and dynamic work environment. We offer competitive salaries, comprehensive benefits, and opportunities for professional growth and development.

If you meet the qualifications and are passionate about helping clients achieve their financial goals, we invite you to apply for the Senior Financial Services Advisor position at Augmentjobs.