- 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.
- 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.
-
Financial Advisor
1 week ago
Highland Trust Partners LLC Athens, United StatesJob Description · Job DescriptionAre you an experienced Financial Advisor ready to partner with a firm that empowers you to shape your future vision and define success on your terms? That's what Highland Trust Partners is all about · As a Financial Advisor with Highland Trust Pa ...
-
Financial Advisor
1 week ago
Highland Trust Partners LLC Athens, United StatesAre you an experienced Financial Advisor ready to partner with a firm that empowers you to shape your future vision and define success on your terms? That's what Highland Trust Partners is all about · As a Financial Advisor with Highland Trust Partners, you will receive support ...
-
Financial Advisor
3 weeks ago
Hunter Recruitment Advisors Athens, United StatesAre you an experienced Financial Advisor ready to partner with a firm that empowers you to shape your future vision and define success on your terms? That's what Highland Trust Partners is all about · As a Financial Advisor with Highland Trust Partners, you will receive support ...
-
Financial Advisor
3 weeks ago
Horizon Ventures Danielsville, United StatesAbout PSD Bank RheinNeckarSaar eG: · With a balance sheet total of around 2.5 billion euros, we are one of the top cooperative banks in Germany. As a specialist in construction financing, we offer our customers competent advice at our locations in Stuttgart, Freiburg, and Saarbrü ...
-
Financial Advisor
6 days ago
First Horizon Advisors, Inc. Buckhead, GA, United States Full timeLocation : On site at location listed in job posting. · Summary · If you are good at managing money and often get asked to help others do so, a Financial Advisor position may be a good fit for you. Taking on the role of a Financial Advisor provides a range of opportunities not ...
-
Financial advisor assistant-wealth management
3 weeks ago
Randstad Watkinsville, United StatesWealth Management company is looking for an Executive Assistant to support their team of Financial Advisors. Please apply if you have excellent customer/client service experience and have worked in a Wealth Management environment, specifically with handling cash and making deposi ...
-
Senior Accountant Manager Level
2 weeks ago
Pathwise Cpa Group Athens, United StatesJob Description · Job DescriptionPathwise CPA Group is looking for a senior or manager level tax accountant. CPA is preferred but not required. Thomson Reuters software experience preferred but not required. Our office is in the greater ATHENS area and both part and full time is ...
-
Financial Representative
1 week ago
Northwestern Mutual Athens, United StatesChoose a Career That Lets you Spend Your Life Living · As a Financial Representative at Northwestern Mutual, you'll build lasting relationships with your clients and help them achieve their financial goals. This career offers flexibility at a company where hard work is valued and ...
-
Senior Tax Accountant
2 weeks ago
Aspire Cpa Group Athens, United StatesJob Description · Job DescriptionAspire CPA Group is looking for a senior or manager level tax accountant. CPA is preferred but not required. Thomson Reuters software experience preferred but not required. Some remote work permitted · Job duties would include: · 1. Pass through 1 ...
-
College Advisor
3 weeks ago
University of Georgia Athens, United StatesPosting Details · Posting Details · Posting Number · S12013P · Working Title · College Advisor · Department · Terry-Assoc Dean-Ugrad Prgms · About the University of Georgia · Since our founding in 1785, the University of Georgia has operated as Georgia's oldest, most comprehensiv ...
-
Wealth Planner
1 week ago
Bank of America Athens, United StatesWealth Planner · Athens, Georgia · **Job Description:** · At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates ...
-
University of Georgia Athens, United StatesPosition Information · Classification Title Academic Services Professional FLSA Exempt FTE 1.00 Minimum Qualifications · Requires at least a baccalaureate degree in the field. Please contact your Human Resources office for an evaluation of education/experience in lieu of the requ ...
-
Clinical Assistant Professor
1 week ago
University of Georgia Athens, United StatesPosition Information · Classification Title Clinical Assistant Professor FLSA Faculty Rank Clinical Assistant Professor Contract Type Academic (9 mo.) Tenure Status Non-Tenure Track Minimum Qualifications · * A doctorate in career and technical education, workforce education, or ...
-
Assistant Basketball Coach
1 week ago
University of Georgia Athens, United StatesPosition Information · Classification Title Coach FLSA Exempt FTE 1.00 Minimum Qualifications · Requires at least a baccalaureate degree in the field. Please contact your Human Resources office for an evaluation of education/experience in lieu of the required minimum qualificatio ...
-
Academic advisor advisor
2 weeks ago
The University of Georgia Athens, GA, United StatesWorking Title: Academic Advisor · Department: Franklin-Deans Academic Serv · About the University of Georgia: Since our founding in 1785, the University of Georgia has operated as Georgia's oldest, most comprehensive, and most diversified institution of higher education (). The ...
-
Resident Advisor
3 weeks ago
University of Georgia Athens, United StatesPosition Information · Classification Title Temporary Hourly Professional FLSA Non-Exempt UGA Job Code FTE 1.00 Minimum Qualifications Position Summary · The Resident Advisor (RA) will work with the Program Director and Institute staff to facilitate an environment on campus and w ...
-
Academic Advisor I
1 week ago
University of Georgia Athens, United StatesPosting Details · Posting Details · Posting Number · S11955P · Working Title · Academic Advisor I · Department · ENGR-Env Civil Agr & Mech · About the University of Georgia · Since our founding in 1785, the University of Georgia has operated as Georgia's oldest, most comprehensiv ...
-
University of Georgia Athens, United StatesPosition Information · Classification Title Clinical Assistant Professor FLSA Faculty Rank Clinical Assistant Professor Contract Type Fiscal (12 mo.) Tenure Status Non-Tenure Track Minimum Qualifications · A doctoral degree in Public Health, Higher Education Administration, or re ...
-
Academic Advisor II- Explore
1 week ago
University of Georgia Athens, United StatesPosting Details · Posting Details · Posting Number S12142P · Working Title Academic Advisor II- Explore & Dual Enrollment · Department VPI-Advising Services · About the University of Georgia · Since our founding in 1785, the University of Georgia has operated as Georgia's o ...
-
Entry Level Insurance Agent
1 week ago
The Sudhoff Agency Athens, United StatesJob Description · Job DescriptionAt The Sudhoff Agency, we provide an opportunity for ambitious and high-integrity professionals to join our growing team and make a real difference in people's lives. We are seeking insurance professionals who aspire to make a positive impact in t ...
Financial Advisor - Athens, United States - Highland Trust Partners LLC
Description
Are you an experienced Financial Advisor ready to partner with a firm that empowers you to shape your future vision and define success on your terms? That's what Highland Trust Partners is all about
As a Financial Advisor with Highland Trust Partners, you will receive support from a team comprised of individuals with 100+ years of service experience and multiple industry specialties. We are committed to helping our team members develop into what they want to be.
Who We Are:
Highland Trust Partners is an independent wealth management practice located in Athens, Georgia. 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 is for You
We are an equal opportunity employer.