Financial Services Professional

2 weeks ago

Atlanta, Georgia, United States TalentLink Solutions Full time
Financial Advisor - Client Relationship Manager

We are a distinguished retirement and financial planning firm based in Atlanta, committed to delivering exceptional client experiences and fostering professional growth. As a registered investment adviser, we manage approximately $380 million for high-net-worth individuals, families, and institutions.

Key Responsibilities:

  • Engage directly with clients to understand their financial objectives and concerns, effectively managing the client relationship and ensuring retention.
  • Retain and enhance client relationships through ongoing education, excellent service, and ensuring an exceptional client experience.
  • Prepare agendas for client meetings and ensure timely completion of post-meeting action items.
  • Complete financial planning analyses and wealth management activities, ensuring client assets are invested in alignment with their risk tolerance and goals.
  • Gather data from clients and analyze their current financial situation, developing comprehensive financial plans that align with their goals and recommending appropriate solutions.
  • Collaborate with the support team to deliver prompt and thorough client service.
  • Work with clients' other professionals, such as attorneys and CPAs, to provide holistic financial solutions.
  • Develop relationships with Centers of Influence to obtain potential client referrals.
  • Identify opportunities to expand existing client relationships by ensuring they are taking full advantage of our various services.
  • Maintain accurate records of client interactions and information in the CRM system.
  • Represent the firm in a positive and professional manner.

Qualifications:

  • Bachelor's degree, preferably in finance, financial planning, or a related field required.
  • CFP designation required.
  • 5+ years' experience managing client relationships in financial planning or investment management.
  • Experience working with various custodial platforms (Schwab, Fidelity, etc.).
  • Proficient in Excel, PowerPoint, and Outlook.
  • A genuine interest in serving and caring for clients.
  • Subject matter expert in financial planning and complex client cases.
  • Excellent verbal, written, presentation, listening, and interpersonal communication skills.
  • Excellent time management and strong organizational skills, and ability to prioritize multiple tasks and anticipate potential problems.

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