Financial Planning Specialist

7 days ago


Alpharetta, United States Talently Recruiting Full time
About the Role

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.
Responsibilities and Skills
  • 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
Requirements
  1. At least 2 years of experience in a client-facing role
  2. FINRA Series 7 and 66 (or 63 and 65) certifications
  3. Fiduciary mindset and commitment to professionalism, accountability, customer focus, and teamwork
Benefits and What We Offer

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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