Financial Advisor

4 weeks ago

Athens, Georgia, United States Highland Trust Partners LLC Full time
Unlock Your Potential as a Financial Advisor

Are you a seasoned Financial Advisor looking for a firm that empowers you to shape your future vision and define success on your terms? Highland Trust Partners is the perfect fit.

As a Financial Advisor with Highland Trust Partners, you'll receive support from a team of experienced professionals with a combined 100+ years of service expertise and multiple industry specialties. We're committed to helping our team members develop into the best version of themselves.

About Highland Trust Partners

Highland Trust Partners is an independent wealth management practice located in Athens, Georgia. Our mission is to help individuals and organizations manage, preserve, and enhance their wealth as they strive for financial independence. Our team is comprised of talented individuals who share our core values: Relationships, Integrity, Passion, and Knowledge.

Why Choose Highland Trust Partners

  • Experience independence and build your success on your own terms.
  • Attractive compensation packages.
  • Transition assistance and support.
  • The opportunity to work with an established brand alongside accomplished professionals and leaders in the industry.
  • A collaborative and inclusive work environment that values your contributions.

What We're Looking For

  • A deep understanding of financial planning, investment products, and market trends.
  • Excellent communication and interpersonal skills.
  • The ability to analyze complex financial information and communicate recommendations effectively.
  • Detail-oriented and able to work independently and as part of a team.
  • Strong computer skills (Excel, Word, LPL reporting systems, RedTail CRM).
  • Adherence to HTP's core values and beliefs.
  • 5+ years of financial advising experience with an established book of business.
  • The ability to obtain the CFP designation.
  • Series 7 license preferred, but not required.
  • The ability to work towards CDFA.

Are you ready to take your career to the next level? Join Highland Trust Partners today and discover a new path to success.

We are an equal opportunity employer.

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