Financial/Investment Consultant

Assist clients in executing tailored strategies that will help them achieve their unique financial goals and increase their net ---------- liver 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 satisfaction and retention of the organization’s high net worth clients.
Participate in client meetings when appropriate and executive client requests.
Grow and develop client base through client referrals and outside sales.
Assist with the compilation of detailed financial reports using calculations, data, and other client-approved information.

Requirements:
AA degree or higher
Required Certifications: Series 65, Series 66, Series 7
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.

Part time. Flexible time.