Our client is a boutique wealth management firm based in Alpharetta, GA. They are seeking a Lead Financial Advisor, with an opportunity for succession, to join their growing team. If you are looking for a role where you can manage existing client relationships and be immediately client-facing, this is a great opportunity.

Some Responsibilities Include:

-Develop, implement, and present financial plans for an existing client base.

-Serve as the first point of contact with answering questions, concerns and ongoing monitoring of the financial plan and portfolio.

-Utilize CRM and financial planning software effectively.

-Offer guidance and support in helping clients make informed and educated decisions about their future.

Qualifications:

-Bachelors Degree.

-3-5 Years of experience in a financial planning role.

-2 years in a client-facing role.

-CFP Preferred or CFP Candidate.

-Series 7 and 66 and/or 63/65.

-Passionate about helping people.

-Hard worker, self-motivated, and entrepreneurial in nature.

-Strong verbal and written communication skills.

Compensation and Benefits:

-Base salary (commensurate with experience), plus a bonus.

-Stipend to put towards health insurance.

-401k plan with a safe harbor match.

-In-person to start with hybrid flexibility in time.