Finance Jobs in Cumming, GA

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17d ago

Associate Financial Advisor

NettWorth Financial Group Cumming, GA

Cumming, GA

17d ago

$70k - $90k/yr Full time Advisor Associate Client Relations

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Job Description

Join NettWorth Financial Group in Cumming, GA for a mentor-led, full-time role designed to support your growth as a financial advisor. You will service a client book, contribute to comprehensive financial planning, oversee portfolio alignment with client goals, and participate in business development, all within a collaborative environment that provides strong administrative and marketing support. This onsite position offers access to the firm’s longstanding brand presence and a robust toolkit for client illustrations and reporting.

Benefits

Existing clients and prospective clients
Top-notch administrative support
Marketing support
Name and brand recognition of the firm due to its tenure and community presence
The equipment and software you need for illustrations and reports

Compensation

Pay: USD 70,000 - 90,000 per year

Professional Growth

Training with a commitment to ongoing education to expand knowledge of financial products and services in changing market conditions
Grow a financial practice through effective prospecting, referrals, and developing new client relationships within target markets
Develop selling skills, deepen subject matter expertise, and enhance sales capabilities
Opportunity to obtain recognized professional designations as a sign of excellence
Entrepreneurial mindset with a strong work ethic and a focus on helping clients achieve financial confidence

Responsibilities

Service the Senior Advisor’s book of business
Lead client review meetings and manage multiple client relationships
Oversee and monitor portfolios to ensure alignment with goals
Provide market quotes, place orders, rebalance accounts as directed
Prepare financial plans and investment recommendations under supervision
Analyze financial statements, perform calculations, and run illustrations
Research and resolve client service issues as needed
Calendar management for scheduling meetings, conference calls, confirmations, and materials
Maintain accurate client information in proprietary systems and CRM
Draft written and electronic correspondence as needed
Process cashiering and asset movement requests such as distributions, wires, and checks
Generate referrals and cultivate new client and professional relationships
Provide office administrative support as needed
Manage new client onboarding, including paperwork, account opening, and communication
Perform other duties as assigned

Requirements

Industry and product knowledge
Strong customer relationship skills, service orientation, data entry accuracy, confidentiality, problem resolution, and MS Office proficiency (Word, Excel, Outlook)
Experience with CRMs such as Redtail
Experience with virtual meeting applications such as Go To Webinar and Zoom
Excellent oral and written communication skills
Energetic and outgoing personality with strong interpersonal abilities
Excellent organizational, time management, and multitasking skills
Detail-oriented, organized, and capable of multitasking in a fast-paced environment
Ability to work some evenings and weekends depending on event schedule
Ability to work independently and under pressure
Professional attitude, demeanor, and appearance

Education and Experience

Bachelor’s degree required
Minimum four years of experience in the financial services industry or an equivalent combination of experience, education, and/or training as approved by the firm
Client service and relationship management experience required

Licenses and Certifications

FINRA Series 7, Series 65, and Life and Health licenses required, with a commitment to ongoing continuing education to maintain licensure
Series 7 designation required

Location and Work Arrangement

Location: Cumming, GA 30040; Onsite / In person

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