Financial/Investment Consultant

We are looking for a Remote Financial/Investment Consultant!

Job Location:

• Must be located in Georgia.
• Although the position is remote, 10% of your work MAY need to be done on-site

Job Responsibilities:

• Assist clients in executing tailored strategies that will help them achieve their unique financial goals and increase their net worth.
• Deliver a full day of private financial planning expertise to clients, either individuals or couples.
• Responsible for proactive face-to-face communication and relationship building with clients, centers of influence, and prospects for clients.
• Prepare comprehensive financial plans, including data gathering, analyzing financial conditions, and developing recommendations for high-net-worth clients.
• Research and analyze investments, strategies, and market conditions, and provide sound financial advice based on findings.
• Aptitude for applying financial planning knowledge in real-life situations.
• Responsible for the satisfaction and retention of the organization's high-net-worth clients.
• Participate in client meetings when appropriate and respond to executive client requests.
• Grow and develop a client base through client referrals and outside sales.
• Assist with the compilation of detailed financial reports using calculations, data, and other client-approved information.

Job Requirements:

• AA degree or higher
• Series minimum Series 65 or Series 7 certification (REQUIRED)
• Experience with financial planning
• Strong knowledge in the areas of financial planning, asset allocation, investment strategies, and account administration.
• Must live in GA (ability to travel to remote office, as requested, if not located in immediate area).
• Willing to travel up to 30%, primarily between Atlanta, GA, and South GA.
• Ability to work in a flexible and entrepreneurial environment with a positive, can-do attitude attitude.