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Lead Financial Strategy Consultant

2 months ago

Atlanta, Georgia, United States augmentjobs Full time
Job Overview

Position: Lead Financial Strategy Consultant
Company: Augmentjobs
Salary Range: $135,000 - $172,000
Experience Level: 5-10 years

Role Summary:

As a Lead Financial Strategy Consultant at Augmentjobs, you will be instrumental in delivering expert financial advisory services to our clientele. Your primary focus will be to collaborate with clients in crafting thorough financial strategies that resonate with their aspirations, risk appetite, and investment goals. Your analytical insights and strategic recommendations will significantly influence financial decisions and enhance the overall financial well-being of our clients.

Key Responsibilities:
  • Client Engagement: Conduct comprehensive consultations with clients to grasp their financial ambitions, current circumstances, and future objectives. Provide customized financial guidance and strategies tailored to their specific needs.
  • Financial Evaluation: Assess clients' financial documents, investment holdings, and risk profiles. Review asset distribution, investment results, and financial projections to deliver well-informed recommendations.
  • Strategic Financial Planning: Formulate and execute detailed financial plans encompassing retirement strategies, estate management, tax optimization, and investment oversight. Ensure alignment of plans with clients' objectives and risk profiles.
  • Performance Optimization: Design and propose strategies to enhance financial outcomes, including budgeting, cash flow oversight, and risk mitigation. Stay informed on financial trends, market dynamics, and regulatory developments.
  • Documentation and Reporting: Generate comprehensive reports, presentations, and documentation to convey financial strategies and performance metrics to clients. Maintain precision and clarity in all financial communications.
  • Relationship Management: Cultivate and sustain robust relationships with clients, offering continuous support and guidance. Address client inquiries, concerns, and changes in financial situations promptly.
  • Regulatory Compliance: Comply with all regulatory and ethical standards. Ensure that all financial planning activities are conducted with integrity and in the best interests of clients.
  • Team Collaboration: Collaborate closely with fellow financial advisors, analysts, and support personnel to deliver integrated financial solutions. Provide mentorship and support to junior team members as necessary.
Qualifications:
  • Education: Bachelor's degree in Finance, Accounting, Economics, or a related discipline. An advanced degree (e.g., MBA, CFA) is preferred.
  • Experience: 5-10 years of experience in financial planning, investment advisory, or related sectors. Proven track record in managing intricate financial portfolios and client relationships.
  • Certifications: Relevant certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or similar credentials are highly desirable.
  • Skills:
    • Analytical Skills: Exceptional ability to analyze financial data, market trends, and investment opportunities.
    • Communication Skills: Strong verbal and written communication skills, with the capability to convey complex financial concepts clearly to clients.
    • Technical Proficiency: Expertise in financial planning software, spreadsheets, and other relevant tools.
    • Problem-Solving Skills: Strong problem-solving abilities to devise innovative solutions for clients' financial challenges.
    • Interpersonal Skills: Outstanding interpersonal skills to build and maintain client relationships and collaborate effectively with a team.
  • Knowledge: Comprehensive understanding of financial planning principles, investment strategies, tax regulations, and compliance requirements.
Additional Information:
  • Work Environment: This role may involve a combination of in-office and remote work, depending on client needs and company policies.
  • Travel: Some travel may be necessary to meet clients or participate in industry events.
Application Process:

To express interest in the Lead Financial Strategy Consultant position, please submit your resume and a cover letter detailing your experience and qualifications relevant to this role.