Financial Planning Specialist
7 days ago
We are seeking an experienced Financial Planning Specialist to join our team in Alpharetta, GA. This is a high-profile role that requires a deep understanding of financial planning and investment management.
Key Responsibilities- Manage existing client relationships, formulating and prospecting new clients while implementing advice and strengthening client relationships through financial planning and investment management recommendations.
- Grow existing relationships by adding more assets under management, identifying opportunities for additional services, and recognizing referral synergies to drive growth in the practice.
- Develop new client relationships primarily through referrals of existing clients as well as establishing your own referral sources.
- Independently service existing clients, maintaining strong relationships with current and future clients, including:
- Preparing comprehensive financial plans
- Presenting insurance cases and developing asset allocation strategies
- Rebalancing portfolios and advising on appropriate financial products given individual plans
- Researching investments and other duties as assigned
- At least 2 years of experience in a client-facing role
- FINRA Series 7 and 66 (or 63 and 65) certifications
- Fiduciary mindset and commitment to professionalism, accountability, customer focus, and teamwork
A competitive salary range of $75K-$95K DOE + bonus + benefits will be offered to the successful candidate. The opportunity to work in a team environment, grow professionally, and contribute to the success of our company makes this a highly sought-after position.
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Senior Financial Planning Specialist
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Loan Specialist
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Financial Advisor
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Enterprise Planning Specialist
3 days ago
Alpharetta, United States SysMind Tech Full timeJob Description:Company OverviewSysMind Tech is a cutting-edge technology company that specializes in developing innovative solutions for financial planning and analysis. Our team is dedicated to providing top-notch services to our clients, and we are seeking a highly skilled Enterprise Planning Specialist to join our ranks.SalaryThe estimated salary for...
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Project Accounting Specialist
2 weeks ago
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Senior Financial Systems Specialist
3 days ago
Alpharetta, United States SysMind Tech Full timeJob Title: Senior Financial Systems SpecialistThe SysMind Tech team is seeking a highly skilled and experienced Senior Financial Systems Specialist to join our team. As a key member of our finance department, you will be responsible for the administration and support of our Hyperion applications, including Essbase, Planning, HFM, DRM, and ARM.We are offering...
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Financial Operations Specialist
3 weeks ago
Alpharetta, Georgia, United States Searchlogic Recruiting, LLC Full timeJob OverviewWe are seeking an experienced Financial Operations Specialist to join our team at Searchlogic Recruiting, LLC in Alpharetta, GA.About the RoleThis is a full-time position with a hybrid remote schedule, requiring 3 days of in-office work per week. The ideal candidate will have a strong background in accounting and be proficient in MS Excel and...
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Business Intelligence Analyst
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Alpharetta, United States Diverse Lynx Full timeAbout UsDiverse Lynx LLC is an Equal Employment Opportunity employer with a diverse workforce across all levels in the company. We promote and support our team members' ability, competence and proven capability to perform their functions.Job OverviewWe are seeking a skilled Business Intelligence Analyst to join our team. The ideal candidate will have...
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Consumer Loan Specialist
4 weeks ago
Alpharetta, United States Quest Financial Full timeOur client located in Alpharetta is looking for a Consumer Loan Specialist to join their team!$50k - $60kDirect HireMedical, 401k, PTOIn office 4 days a week, one day from homeThe Consumer Loan Specialist would be the primary point of contact in the consumer loan process and would be responsible for gathering all necessary supporting loan documentation...
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Consumer Loan Specialist
4 months ago
alpharetta, United States Quest Financial Full timeOur client located in Alpharetta is looking for a Consumer Loan Specialist to join their team!$50k - $60kDirect HireMedical, 401k, PTOIn office 4 days a week, one day from homeThe Consumer Loan Specialist would be the primary point of contact in the consumer loan process and would be responsible for gathering all necessary supporting loan documentation...
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Consumer Loan Specialist
3 months ago
alpharetta, United States Quest Financial Full timeOur client located in Alpharetta is looking for a Consumer Loan Specialist to join their team!$50k - $60kDirect HireMedical, 401k, PTOIn office 4 days a week, one day from homeThe Consumer Loan Specialist would be the primary point of contact in the consumer loan process and would be responsible for gathering all necessary supporting loan documentation...
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Consumer Loan Specialist
4 months ago
Alpharetta, United States Quest Financial Full timeOur client located in Alpharetta is looking for a Consumer Loan Specialist to join their team!$50k - $60kDirect HireMedical, 401k, PTOIn office 4 days a week, one day from homeThe Consumer Loan Specialist would be the primary point of contact in the consumer loan process and would be responsible for gathering all necessary supporting loan documentation...
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Financial Operations Specialist
3 weeks ago
alpharetta, United States Power Wealth Management Full timeUnlock Your Career PotentialWe're seeking a highly organized and detail-oriented Financial Operations Specialist to join our team at Power Wealth Management in Alpharetta, Georgia. As a key member of our operations team, you will play a critical role in ensuring the smooth execution of our financial services.Our ideal candidate is a self-motivated individual...
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Financial Operations Specialist
3 days ago
Alpharetta, Georgia, United States Automated System Design Full timeJob OverviewWe are seeking an experienced Financial Operations Specialist to join our team at Automated System Design (ASD) in Alpharetta, GA. The successful candidate will have a strong background in accounting and finance, with excellent analytical and problem-solving skills.The estimated salary for this role is $65,000 - $75,000 per year, depending on...
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Chief Financial Officer
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Alpharetta, GA, United States Staff Financial Group Full timeWe are working with a Construction services company with offices in multiple states. The client is doing succession planning and is looking for a Chief Financial Officer. In this role, you will report to the CEO and assist in the growth and strategic planning of the company. Our client is a company that has experienced significant growth in recent years,...
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Financial Services Support Specialist
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Alpharetta, United States Toyota Motor Corporation Full timeThe Toyota Motor Corporation is hiring a highly motivated and detail-oriented Financial Services Support Specialist to join our Mazda Financial Services team. As a key member of our customer care team, you will be responsible for providing exceptional support to our customers, resolving issues and answering questions in a timely and professional manner. The...
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Creative Financial Staffing | Controller
4 weeks ago
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Creative Financial Staffing | Controller
4 weeks ago
alpharetta, United States Creative Financial Staffing Full timeAlpharetta company is seeking a strong Controller at its corporate headquarters whose primary responsibilities will be managing the accounting function of the company and being a business partner to senior corporate leadership.This role will be responsible for cash and working capital management, financial planning, record-keeping, data analysis, information...
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Creative Financial Staffing | Controller
2 weeks ago
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Creative Financial Staffing | Controller
2 weeks ago
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