Financial Advisor
Darren Caddle
Job Description The company is looking for a trustworthy, empathetic, and service-minded individual to help our clients build a path to financial independence. This will be done within a fiduciary and fee-only business model. The candidate must always work in the best interest of the client. Details The Financial Advisor will support the President / Senior Advisor in business development. This will include meeting with prospective clients in person, over the phone, and via web conference. He/she will also be part of our Investment Committee & Financial Planning Committee. This position will also manage client review meetings. Other responsibilities include a role in company branding and various marketing efforts. Requirements The ideal candidate will hold at least a Series 65 license as well as a CFP and/or CFA designation. A minimum of 5 years of industry experience is required. This person must be willing to support our firm's fiduciary and fee-only business model. Benefits The company offers industry-competitive pay with 401K matching, healthcare, dental, vision, short-term & long-term disability, life insurance, paid time off, and family schedule flexibility. STD, LTD, LI #J-18808-Ljbffr
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Financial Advisor in Marietta, GA vacancy
- ...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial...SuggestedHourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
First Command Financial Services
Marietta, GA19 hours ago - Dormont Manufacturing Co is seeking a Financial Solutions Advisor in Marietta, Georgia. The role involves obtaining necessary industry licenses and managing client relationships while offering tailored financial solutions through rigorous training. Ideal candidates will...Suggested
- Job Description First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through face‑to‑face coaching with military families. Why First Command? 9 out of 10...SuggestedHourly payMinimum wageTemporary workFor contractorsLocal areaHome officeFlexible hours
- A financial services firm in Georgia is seeking a skilled Financial Advisor to assist clients in achieving financial independence with a fiduciary business model. Responsibilities include supporting the President in client interactions and committee work while ensuring...Suggested
- ...Unleash Your Potential as a Financial Advisor Join Our Elite, Exclusive Team! Financial Advisors: Stop Chasing Leads. Start Serving Clients. Are you a driven, results-focused Financial Advisor or Insurance Agent who loves real planning conversations but is tired of...SuggestedLive inWork at office
- Thrivent Financial for Lutherans is seeking a Financial Advisor in Smyrna, Georgia. In this role, you'll provide expert financial advice, helping clients achieve their financial goals through a faith-based approach. You'll enjoy unlimited earning potential via commissions...Flexible hours
- ...in the healthcare industry, and in people's lives. Work Shift Day (United States of America) Job Summary: The PAS Financial Counselor III represents the Hospital in financial matters pertaining to obtaining payment on patient accounts during pre-admission...Work at officeFlexible hoursShift work
WellStar Health System
Marietta, GA2 days ago $90k - $300k
...powered advice on this job and more exclusive features. Magellan Financial & Insurance Services, Inc. provided pay range This range is... ...true closer. At Your Wealth, we’ve built a platform for elite advisors to do what they do best: build relationships, deliver powerful...Full timeTraineeshipMagellan Financial & Insurance Services, Inc.
Woodstock, GA2 days ago$50k
...Edward Jones invites you to join as a financial advisor, building your own practice with support from regional and home office teams. Key Responsibilities Build relationships to create new clients via face‑to‑face and virtual sourcing strategies (e.g., residential, business...Work at officeHome officeFlexible hoursEdward Jones
Sandy Springs, GA1 day ago- ...Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact...
- A financial services firm in Woodstock, GA, is seeking a Director of Acquisitions to drive client engagement and convert warm leads into clients. The ideal candidate will have a strong background in sales with an active Series 65 license and Georgia Life Insurance license...
- ...regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability, or protected veteran status. Financial Aid Counselor I - Job Description Life University is looking for a dynamic and progressive individual to serve as the Financial...Work at office
- Senior Sourcer at Thrivent Join our team of talented financial advisors who engage in meaningful work and thrive in a purpose-driven culture. Meaningful work. Rewarding career. Make an impact by providing expert financial advice with heart. Thrivent is a different kind...
- Overview At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day....Temporary workWork at officeMonday to FridayShift workDay shift
- Bank of America is looking for a Financial Advisor in Woodstock, GA to provide comprehensive advice and tailored solutions for clients to meet their financial objectives. Responsibilities include triaging client leads, formulating financial plans, and recommending appropriate...Full time
- LGE Community Credit Union in Roswell, Georgia, is seeking a Financial Solutions Specialist to foster member relationships and provide exceptional service. Responsibilities include proactively interacting with members, educating them on financial products, and maintaining...
- Bankers Life Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial Advisor...Work at officeFlexible hours
- Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial... ...7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. As a Thrivent Financial advisor, you will:...
- ...Job Description Job Description Experienced Financial Advisor/Financial PlannerAmerican Heritage Financial is excited to be opening offices throughout the region. We are hiring to fill both experienced financial advisor and newer advisor roles as we develop our new...Work at officeLocal area
American Heritage Financial
Marietta, GAa month ago - Do you have a passion for working with people and helping them achieve their financial dreams? Are you seeking a collaborative and flexible work environment that values your unique skills and expertise? Look no further! We are searching for an exceptional communicator who...Flexible hours
- ...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer’s financial wellbeing. Collaborates with ecosystem partners to grow customer’s share of wallet. Positions PNC solutions to drive new revenue and...Full timeTemporary workWork experience placementWork at officeShift work
Fairygodboss
Smyrna, GA2 days ago - An established educational institution in Marietta, Georgia is seeking a Financial Aid Counselor I to manage financial aid services and counseling for students. The role involves reviewing applications, advising on financial literacy topics, and ensuring compliance with...
- Ryan Young - State Farm Insurance Agent in Kennesaw, Georgia is seeking a Financial Services Representative to market financial products and consult customers on their options. The ideal candidate will have over 3 years of experience in financial services, along with strong...
- A leading financial services firm in Powder Springs, Georgia seeks a motivated Financial Advisor to provide expert financial advice and build lasting client relationships. You will guide clients toward financial clarity, allowing for a flexible work-life balance. The ideal...Flexible hours
- Mcknights is seeking a Private Client Advisor in Marietta, Georgia to provide comprehensive financial planning and advice to individuals and families. The ideal candidate will have at least 2 years of experience in financial services, a deep understanding of financial markets...
- Bankers Life seeks a Financial Advisor in Woodstock, GA to help clients with personalized financial planning. The role includes building a client base and driving action towards financial solutions. The ideal candidate will have active Life & Health licenses and strong...Flexible hours
$58.44k
This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include...Contract workWork experience placementWork at office- Tyler Thomason - State Farm Agent in Woodstock, Georgia, is seeking a Financial Services Representative to effectively market financial products that help manage everyday risks. You will educate customers on financial options using your analytical skills and create tailored...Flexible hours
$65k - $150k
A local financial services agency in Kennesaw, GA seeks a Financial Services Representative to assist clients in financial planning and investment choices. The role requires 3+ years of financial services experience and strong analytical and communication skills, with a...Local area- Brian Moscaritolo - State Farm Agent in Roswell, GA is seeking a Financial Services Representative to build wealth and protect futures. In this full-time position, you will engage with clients on retirement planning, investment strategies, and life insurance solutions,...Full time
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!
Related searches
- financial planner Marietta, GA
- financial planning associate Marietta, GA
- financial advisor associate Marietta, GA
- jde finance consultant Marietta, GA
- financial advisor development program Marietta, GA
- finance associate Marietta, GA
- estate planning consultant Marietta, GA
- financial planning assistant Marietta, GA
- financial counselor Marietta, GA
- financial advisor Marietta, GA