Financial Advisor - Kennesaw
1 week ago

Job summary
The Financial Advisor plays a critical role within a well-established fiduciary-focused wealth management office in Kennesaw Georgia.
+- Delivering comprehensive financial planning managing ongoing client relationships serving as a trusted advisor to individuals families with increasingly complex financial needs
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
Qualifications & Experience
Job description
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