Please scroll down, To apply

Financial Advisor

hiring now

Hayes Wealth Advisors, LLC

2021-12-03 07:33:52

Job location Alpharetta, Georgia, United States

Job type: fulltime

Job industry: Banking & Financial Services

Job description

Great opportunity for a CFP/financial planner looking to work part time to continue with support principal with financial planning and investment help with the goal to begin building their own client base.


Applicant must be based in the Greater Atlanta Area. This role is primarily virtual but will require in-person meetings several times per week, and more during initial training.

Responsibilities

  • Provide financial planning support to clients using
  • Help with back office investment implementation
  • Develop own client relationships and transition to full-time advisor over time


Qualifications

  • Bachelor's degree in Finance or related field
  • 3+ years' of industry experience
  • Thorough knowledge of Excel
  • Financial Planning or investment background
  • Excellent interpersonal skills
  • Self-starter- the sky is the limit for this role, but will require self-direction

Inform a friend!

Top