Financial Advisor - Kennesaw

Only for registered members Kennesaw, United States

1 week ago

Default job background
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Job summary

The Financial Advisor plays a critical role within a well-established fiduciary-focused wealth management office in Kennesaw Georgia.

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  • Delivering comprehensive financial planning managing ongoing client relationships serving as a trusted advisor to individuals families with increasingly complex financial needs
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Responsibilities

  • Lead client discovery meetings manage ongoing advisory relationships from onboarding through long-term planning Develop present implement comprehensive financial plans incorporating investment strategy tax planning estate considerations insurance solutions Assume responsibility for group existing client relationships over time ensuring high-touch fiduciary client experience Engage new client opportunities internal referrals organic relationship development Partner closely internal teams deliver holistic advice Maintain accurate documentation task management follow-up discipline within CRM systems Communicate clearly professionally clients service partners internal stakeholders Maintain consistent in-office presence contribute positively collaborative team-oriented office environment
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Qualifications & Experience


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