Financial/Investment Consultant

Financial/Investment Consultant

CPA Tax Advisors Remote (Must Reside in Georgia) ~10% On-Site as Needed Travel up to 30% (Atlanta & South GA)

Position Overview

CPA Tax Advisors is seeking a Remote Financial/Investment Consultant to support clients across Atlanta and South Georgia. This role delivers private financial planning expertise directly to individuals and couples, helping clients execute tailored strategies to achieve their financial goals and grow their net worth. The ideal candidate combines strong technical financial planning knowledge with a consultative, relationship-driven approach and an entrepreneurial mindset.

Key Responsibilities

• Financial Strategy: Assist clients in executing tailored financial strategies that help them achieve their unique goals and increase their net worth.
• Client Planning: Deliver private financial planning expertise to individual and couple clients through in-depth, dedicated planning engagements.
• Relationship Building: Build proactive, face-to-face relationships with clients, centers of influence, and prospective clients.
• Financial Plan Development: Prepare comprehensive financial plans, including data gathering, financial condition analysis, and development of recommendations for high-net-worth clients.
• Investment Research: Research and analyze investments, strategies, and market conditions, providing sound financial advice grounded in current data.
• Portfolio Monitoring: Monitor and review client investment portfolios and performance, communicating key contributors and detractors to results.
• Cross-Disciplinary Advising: Advise clients on retirement planning, tax optimization, and estate planning strategies, coordinating with the firm's tax and accounting professionals where appropriate.
• Client Retention: Own the satisfaction and retention of the firm's high-net-worth client base.
• Client Meetings: Participate in client meetings as appropriate and respond promptly to client requests.
• Business Development: Grow and develop a client base through referrals and outside business development efforts.
• Reporting: Assist with the compilation of detailed financial reports using calculations, data, and client-approved information.
• Compliance: Maintain compliance with applicable fiduciary or suitability standards and stay current on industry regulations and market developments.

Job Requirements

• Education: Associate's degree or higher required.
• Licensing (Required): Series 65 or Series 7 license required.
• Experience: Prior experience in financial planning required.
• Technical Knowledge: Strong knowledge of financial planning, asset allocation, investment strategies, and account administration.
• Location: Must reside in Georgia; ability to travel to a remote office as requested if not located in the immediate area.
• Travel: Willing to travel up to 30%, primarily between Atlanta, GA and South Georgia.
• Work Style: Comfortable working in a flexible, entrepreneurial environment with a positive, can-do attitude.
• Relationship & Sales Skills: Strong interpersonal, relationship-building, and consultative sales skills.
• Technical Skills: Familiarity with financial planning and portfolio management or CRM software (e.g., Redtail or similar) is a plus.
• Preferred Certifications: CFP, ChFC, or similar financial planning credential is a plus, though not required.

Compensation & Benefits

Competitive Pay: Base salary of $55,000$85,000, depending on experience and licensure, plus performance-based bonus or commission tied to business development and client growth.

Medical, Dental, Vision: Health plans to choose from

Paid Time Off: Choice time off and Holidays