Financial Consultants Group, Inc. has been a Registered Investment Advisor since 1996 and provides comprehensive Financial Planning and Wealth Management services to families and individuals throughout the Greater Metro Atlanta. We are an independent full-service, fee-only financial planning and investment management firm. As a fee-only firm, our clients benefit from our fiduciary advice with no commission products allowing more flexibility and more competitive pricing than Broker/Dealer firms.
Our mission is to provide value to our client's overall financial picture, and we work diligently to build a personal relationship with our clients to better understand their unique situation. Through a comprehensive team-based approach, we walk our clients through a simplified, yet detailed process to create a customized plan to help them reach their financial goals. We believe this approach adds a broader perspective and better long-term outcome for our clients.
JOB DESCRIPTION:
We are currently seeking a Financial Planner to be apart of our team who has professional working experience in the wealth management and financial industry and is looking to grow their clientele with an established team approach. The ideal candidate will have 5+ years of experience as a financial planner, with the Certified Financial Planner designation or similar.
ESSSENTIAL DUTIES AND RESPONSIBILITIES:
All of our client relationships begin with creating a strong and realistic financial plan. In this position, you will have a variety of responsibilities. These may include (but are not limited to):
Create comprehensive financial plans for clients in conjunction with our team.
Build and foster strong client relationships through managing multiple client situations, needs and inquiries on an ongoing basis.
Monitor investment portfolios for adherence to client's financial plan and risk tolerance.
Regularly meet with clients, take notes, update CRM and complete meeting follow-up items.
Handle the set-up and management of new and existing client accounts including the transfer and deposits of funds and the establishment all relevant account features, including but not limited to proper account registration, beneficiary designations, systematic withdrawal plans and automatic monthly investment programs.
Manage work given to Client Service Associates and Administrative staff.
Develop investment and growth proposals based on our internal asset models.
Perform research and participate in the ongoing review of our team investment models.
Ensure completion of paperwork for distributions and all other client service items.
Call prospects who have expressed interest in our services and follow-up with existing clients to implement team recommendations.
Position Qualifications:
A Bachelor's Degree or higher in finance, financial planning or related business field.
CFP or similar designation.
Comprehensive knowledge of topics related to investments, financial planning, wealth planning, retirement account types, social security, pensions, insurance products, tax topics and the overall economic environment.
The ideal candidate will be a self-starter, relationship builder, team professional and problem solver with a solid understanding of financial models and spreadsheets and will be able to utilize these skills for reporting and evaluation purposes.
Experience with RedTail, Morningstar Advisor and Right Capital financial planning software is a plus.
Working for a financial services company involves access to personal client information. It is important that the candidate understand and respect confidentiality and security of the information. Having the highest of ethics is expected with regard to the fiduciary integrity expected for our clients.