Job Description

Are you a relationship-driven Financial Advisor ready to make a significant impact?

At Antal International, we're partnering with a well-respected wealth management firm seeking an experienced Financial Advisor to cultivate enduring client relationships and play a key role in their advanced planning process.

In this pivotal role, you'll leverage your expertise to understand clients' long-term needs, actively participate in client meetings, and take ownership of delivering exceptional service. You'll have the opportunity to engage with prospective clients through a robust lead system and build your network to generate referrals. A significant part of your day will involve preparing financial plans, crafting investment recommendations, and providing insightful answers to complex client inquiries.

We're looking for someone with proven experience in front of clients, particularly with high-net-worth individuals. Your exceptional communication skills and calm demeanor under pressure will be invaluable. If you're known for your genuine empathy, your ability to build trust effortlessly, and your deep-seated desire to serve others, we want to hear from you.

The ideal candidate is a proactive self-starter with impeccable follow-through and a keen eye for detail. You're driven to master your craft, constantly seeking opportunities for self-improvement and contributing to an enhanced client experience and education.

Key Responsibilities:

• Engage directly with clients to understand their financial goals and ensure strong, lasting relationships.
• Proactively enhance client relationships through ongoing education and exceptional service.
• Prepare meeting agendas and ensure timely completion of follow-up actions.
• Conduct thorough financial planning analyses and wealth management activities, aligning investments with client goals and risk tolerance.
• Collaborate with a supportive team to deliver outstanding client service.
• Work effectively with clients' other professional advisors to provide holistic solutions.
• Develop relationships with Centers of Influence to foster potential client referrals.
• Identify opportunities to expand existing client relationships and proactively seek referrals.
• Maintain meticulous client records in the CRM system.
• Represent the firm with professionalism and integrity.

If you're a highly motivated and client-focused Financial Advisor looking for an exciting opportunity to grow and contribute to a dynamic team, we encourage you to apply.

To learn more about this opportunity, please reach out to me directly or apply through this post.

• #FinancialAdvisor #WealthManagement #FinancialPlanning #ClientRelationships #HighNetWorth #CareerOpportunity #AtlantaJobs #Finance

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