Financial Advisor

3 weeks ago

Athens, Georgia, United States Highland Trust Partners LLC Full time

Are you a seasoned Financial Advisor looking to partner with a firm that empowers you to shape your future vision and define success on your terms? At Highland Trust Partners LLC, we're committed to helping our team members develop into what they want to be.

Who We Are: Highland Trust Partners LLC is an independent wealth management practice located in the southeastern United States. Our firm was established with the goal to help individuals and organizations manage, preserve, and enhance their wealth as they seek to attain and maintain financial independence. Our team is comprised of talented individuals that share our core values: Relationships, Integrity, Passion, and Knowledge.

Why Highland Trust Partners LLC is the Right Fit:

  • Experience independence - our firm is independent, and we allow you the same benefit by empowering you to build your success as you see it, not as a corporation sees it.
  • Attractive payouts.
  • Transition assistance and support.
  • The opportunity to work for an established brand alongside accomplished professionals and leaders in the industry.
  • A collaborative and inclusive work environment that values your contributions.

What Makes YOU GREAT:

  • Your enthusiasm as a Financial Advisor with a deep understanding of your clients.
  • Strong understanding of financial planning, investment products, and market trends.
  • Excellent communication and interpersonal skills.
  • 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 financial advising experience with an established book of business.
  • Ability to obtain the CFP designation.
  • Series 7 license preferred, but not required.
  • Ability to work towards CDFA.

We are an equal opportunity employer. If you're ready to start down the path to independence, we invite you to explore this opportunity further.

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