-
Financial Advisor
2 weeks ago
The Piedmont Group Atlanta, United StatesJob Description · Job Description · Our firm is driven by · results . The average experienced Financial Advisor's practice · grows 4x · at The Piedmont Group & our · firm ranks #6/88 · MassMutual firms, in production from 1st yr advisors. · Whether you are new to the fina ...
-
Financial Advisor
1 week ago
The Piedmont Group Atlanta, United States· Our firm is driven by results. The average experienced Financial Advisor's practice grows 4x at The Piedmont Group & our firm ranks #6/88 MassMutual firms, in production from 1st yr advisors. · Whether you are new to the financial industry, or looking to elevate your practice ...
-
Financial Advisor
46 minutes ago
The Piedmont Group Atlanta, United StatesJob Description · Job DescriptionOur firm is driven by results. The average experienced Financial Advisor's practice grows 4x at The Piedmont Group & our firm ranks #6/88 MassMutual firms, in production from 1st yr advisors. · Whether you are new to the financial industry, or loo ...
-
Financial Advisor
1 week ago
Titan Ventures Norcross, United StatesWith nine million customers and a steady growth trajectory, R+V is one of the largest insurers in Germany for private and corporate clients, and the specialist for insurance and retirement planning. · Join a community where collaboration is valued – and has been for over 100 year ...
-
Financial Advisor
1 week ago
Sharecare Atlanta, United StatesJob Description: · Sharecare is a digital health company that helps people manage their health in one place. The Sharecare platform provides each person - no matter where they are in their health journey - with a comprehensive and personalized health profile, where they can dyna ...
-
Financial Advisor
1 week ago
Spelman College Atlanta, United States1847 Financial is looking for talented individuals who seek to make a difference in the lives of others. Our team is comprised of entrepreneurial, success driven individuals who have sought to be in control of their career and away from corporate ladders. We offer a · flexible w ...
-
Financial Advisor
1 week ago
TFA Atlanta, United StatesREMOTE Opportunity - Work from Home or Anywhere with WiFi · FLEXIBLE Hours - you set your own schedule / what you put in is what you will get out · NO EXPERIENCE REQUIRED - full training and mentorship provided (*Preferred Experience/Qualities include customer service, management ...
-
Financial Advisor
1 week ago
PNC Bank Corp. Alpharetta, United StatesConsults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifyin Financial Advisor, Investment ...
-
Financial Advisor
1 week ago
Navy Federal Credit Union Alpharetta, United StatesOverview · To provide basic financial consulting services to assist members and non-members with identifying their financial goals and objectives. Acts as a catalyst for the promotion and growth of NFFG products and services. Recommends appropriate mixture(s) of insurance/invest ...
-
Financial Advisor
2 weeks ago
Navy Federal Credit Union Alpharetta, United StatesOverview · To provide basic financial consulting services to assist members and non-members with identifying their financial goals and objectives. Acts as a catalyst for the promotion and growth of NFFG products and services. Recommends appropriate mixture(s) of insurance/investm ...
-
Experienced Financial Advisor
1 week ago
Cetera Financial Group Atlanta, United StatesHelp your clients follow their dreams, while you create a stronger future for yourself as a financial representative with Cetera Investors. You will provide financial planning, financial advice, investment management service and guidance to your clients as they pursue their finan ...
-
Financial Advisors in Atlanta
1 week ago
Avior Executive Search, Inc Atlanta, United StatesJob Description · Job Description · Are you a Wiser Financial Advisor? · We have relationships with BD's, RIA's & Independents · Let's discuss what's important for you. We have relationships globally · Financial Advisor Profile: · Our client is in the top 10 of U.S. Banks tha ...
-
Financial Advisor Remote
1 week ago
Paramount leadership development Atlanta, United StatesJob Description · Job Description · At our company, we believe in more than just building wealth; we're committed to transforming it into meaningful impact, helping individuals achieve their dreams and leave a lasting legacy. Through empowering individuals and families to take c ...
-
Bilingual Financial Advisor
2 weeks ago
New York Life Atlanta, United StatesNew York Life (Atlanta) - · Were looking for experienced financial professionals to join our team. Whether youre looking for a change or seeking to align with a stable, dependable firm, and you have a passion for insurance and investments, then theres no better place to work tha ...
-
beBee Handyman Froid, MT, United States FreelanceI am in need of a Financial Advisor with the following characteristics in Froid, MT:How do you feel about managing and organizing your finances? · I am not comfortable with my finances · What stage are you at in your professional career? · Mid-level · What type of financial assis ...
-
Financial Advisor Remote
5 days ago
Paramount leadership development Atlanta, United StatesJob Description · Job DescriptionAt our company, we believe in more than just building wealth; we're committed to transforming it into meaningful impact, helping individuals achieve their dreams and leave a lasting legacy. Through empowering individuals and families to take contr ...
-
Financial Advisor Remote
6 days ago
Paramount leadership development Atlanta, United StatesJob Description · Job DescriptionAt our company, we believe in more than just building wealth; we're committed to transforming it into meaningful impact, helping individuals achieve their dreams and leave a lasting legacy. Through empowering individuals and families to take contr ...
-
Bilingual Financial Advisor
1 week ago
New York Life (Atlanta) Atlanta, United StatesNew York Life (Atlanta) - We're looking for experienced financial professionals to join our team. Whether you're looking for a change or seeking to align with a stable, dependable firm, and you have a passion for insurance and investments, then there's no better place to work tha ...
-
Financial Advisor Trainee
1 week ago
Transamerica Atlanta, United States?REMOTE Opportunity - Work from Home or Anywhere with WiFi · FLEXIBLE Hours - you set your own schedule / what you put in is what you will get out · NO EXPERIENCE REQUIRED - full training and mentorship provided (*Preferred Experience/Qualities include customer service, managem ...
-
Financial Advisor Trainee
5 days ago
Transamerica Atlanta, United StatesREMOTE Opportunity - Work from Home or Anywhere with WiFi FLEXIBLE Hours - you set your own schedule / what you put in is what you will get out NO EXPERIENCE REQUIRED - full training and mentorship provided (*Preferred Experience/Qualities include customer service, management, re ...
Financial Advisor - Atlanta, United States - Baron Meddy, Inc.
Description
About UsBaron Meddy is a leading and rapidly growing fintech company dedicated to revolutionizing the financial industry with innovative technologies. We are committed to providing cutting-edge solutions that empower our clients to thrive in an increasingly digital world.
With a passion for excellence and a focus on continuous growth, we are seeking a strategic and results-oriented Business Development Manager to join our team.
If you are a self-starter with a proven track record in business development, we invite you to be a key player in our company's expansion.
Job Overview:
As a financial advisor, you will be responsible for providing personalized financial guidance to clients, helping them achieve their short-term and long-term financial goals.
You will assess clients' financial situations, develop customized investment strategies, and provide ongoing support and advice to ensure financial success.
Key Responsibilities:
Conduct comprehensive financial assessments for clients to understand their current financial status, goals, and risk tolerance.
Develop personalized financial plans and investment strategies tailored to clients' individual needs and objectives.
Educate clients on various investment options, financial products, and strategies to help them make informed decisions.
Implement investment strategies, including asset allocation, portfolio diversification, and risk management, in line with clients' goals and risk profiles.
Monitor clients' investment portfolios regularly and make adjustments as needed to optimize performance and align with changing financial goals or market conditions.
Stay updated on market trends, economic developments, and regulatory changes to provide relevant and timely advice to clients.
Build and maintain strong relationships with clients through regular communication and exceptional customer service.
Collaborate with other financial professionals, such as tax advisors and estate planners, to offer comprehensive financial solutions to clients.
Maintain compliance with industry regulations and ethical standards in all client interactions and financial recommendations.
Qualifications:
Bachelor's degree in finance, economics, business, or a related field. Master's degree or professional certifications (e.g., CFP, CFA) preferred.
Proven experience in financial planning, investment management, or related fields.
Strong knowledge of financial products, investment strategies, and market trends.
Excellent analytical skills and attention to detail.
Effective communication and interpersonal skills, with the ability to explain complex financial concepts in simple terms.
Client-focused mindset with a dedication to delivering high-quality financial advice and service.
Ability to work independently as well as collaboratively within a team environment.
Proficiency in financial planning software and other relevant tools.
Commitment to ongoing professional development and education in the field of finance.
Registered Investment Advisor (RIA) or Securities licenses (Series 7, Series 65/66) preferred.
Benefits:
Competitive base salary with performance-based bonuses
Health, dental, and vision insuranceRetirement savings plan
Flexible work scheduleProfessional development opportunities
Collaborative and innovative work culture
Paid Time Off
This position pays between $83,500 to $123,700 a year depending on experience and location.
Baron Meddy is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
#J-18808-Ljbffr