Associate Financial Advisor

Creative Financial Partners is a locally owned, Atlanta based financial services firm which aims to meet the needs of our clients through exceptional service and experience. Traditionally, comprehensive business consulting requires a team of individuals, each with their own narrow range of financial expertise, which has made access to such advice a luxury only accessible to high-net-worth individuals and long-established businesses.

It was here, Ravi Kahan, the owner and founder of Creative Financial Partners, saw an opportunity - to use his years of experience to offer previously inaccessible resources and advice to people at the beginning of growing their wealth or business.

As a growing firm, we have numerous opportunities for people to explore and find their niche within our organization. From staying on top of the best practices of financial planning, investment management, mortgage services, tax planning and all kinds of insurance, as a member of our team you have the opportunity to succeed in many roles.

By becoming a member of the Creative Financial Partners team, you will get to enjoy working in fast-paced, fun, entrepreneurial environment that is designed to help you succeed professionally, financially, and personally.

Job Summary:
The Associate Advisor will be working closely with current clients and are required to bring in new clients. The candidate must possess strong sales skills and have a strong standard for building client relationships. Some traveling outside of Atlanta, GA may be required.

Furthermore, the Associate must be able to provide support to other team members across a wide range of operational and administrative duties.

The candidate MUST possess a high level of problem solving skills and attention to detail. He/she is expected to be proactive and possess a maturity to handle confidential and delicate client information and issues.

Responsibilities will include:

• Generating new leads and developing those leads into new financial planning clients
• Collaborating with marketing to conduct networking events and other firm events
• Owning the financial planning client onboarding process, which includes providing a comprehensive understanding of the firm's service offering, understanding all client needs, creating the best strategy, overseeing implementation and leading the first service meeting to review progress
• Proactively consulting with clients on a regular basis in order to maintain a current understanding of their financial situations and life circumstances and adjust their financial planning portfolio accordingly
• Developing long-term relationships with clients by demonstrating solid financial planning skills and providing client-centered advice and guidance ¡Identify and successfully act on opportunities to gather additional client assets and business
• Identifying and successfully acting on opportunities to gather additional client assets and business
• Using financial planning knowledge and the firm's investment strategies to recommend appropriate solutions to help clients reach their financial goals and objectives
• Reviewing and rebalancing client advisory accounts quarterly to ensure optimal expected returns
• Managing client distributions and contributions related to investment accounts

Qualifications:

• At least 2 years experience in the financial services industry
• Some experience using Salesforce software for administration and/or development
• High level of proficiency in using Excel, Word, PowerPoint, Outlook, and Adobe Acrobat software
• Must be able to commute to the firm's office in Atlanta, GA and work beyond typical hours during busy business seasons, such as tax season