Wealth Advisor - Shape the Future of Financial Well-being
Employer
TalentLink Solutions
Salary
$120k-$140k (estimated pay)
Location
Atlanta, GA
Employment Type
Full-time
Сategory
Financial Advisors
Description
Exciting opportunity to join a distinguished retirement and financial planning firm in Atlanta as a Wealth Advisor. Be a part of a collaborative team shaping the future of financial well-being!
Qualifications
- Bachelor's degree in finance or related field
- CFP® designation required
- 5+ years' experience in financial planning
- Proficient in Excel, PowerPoint, and Outlook
Responsibilities
- Engage directly with clients to understand their financial objectives
- Complete financial planning analyses
- Develop relationships with Centers of Influence to obtain client referrals
Education
Bachelor's degree in finance or related field required
Benefits
- Health insurance
- Professional development opportunities
- Collaborative work environment
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