What are the responsibilities and job description for the Remote Financial/Investment Consultant position at CPA Tax Advisors?
We are looking for a Remote Financial/Investment Consultant!
Job Location:
- Must be located in Georgia.
- Although the position is remote, 10% of your work MAY need to be done on-site
Job Responsibilities:
- Assist clients in executing tailored strategies that will help them achieve their unique financial goals and increase their net worth.
- Deliver a full day of private financial planning expertise to clients, either individuals or couples.
- Responsible for proactive face-to-face communication and relationship building with clients, centers of influence, and prospects for clients.
- Prepare comprehensive financial plans, including data gathering, analyzing financial conditions, and developing recommendations for high-net-worth clients.
- Research and analyze investments, strategies, and market conditions, and provide sound financial advice based on findings.
- Aptitude for applying financial planning knowledge in real-life situations.
- Responsible for the satisfaction and retention of the organization's high-net-worth clients.
- Participate in client meetings when appropriate and respond to executive client requests.
- Grow and develop a client base through client referrals and outside sales.
- Assist with the compilation of detailed financial reports using calculations, data, and other client-approved information.
- Job Requirements:
- AA degree or higher
- Series minimum Series 65 or Series 7 certification (REQUIRED)
- Experience with financial planning
- Strong knowledge in the areas of financial planning, asset allocation, investment strategies, and account administration.
- Must live in GA (ability to travel to remote office, as requested, if not located in immediate area).
- Willing to travel up to 30%, primarily between Atlanta, GA, and South GA.
- Ability to work in a flexible and entrepreneurial environment with a positive, can-do attitude attitude.
Education:
- Associate (Preferred)
License/Certification:
- Series minimum Series 65 or Series 7 certification (Required)
Work Location: Hybrid remote in Atlanta, GA 30305