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Financial Advisor

Accountants One Gainesville Full-Time
$60,000.00 - $70,000.00 / year
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Financial Advisor role available in Gainesville, GA!  Targeting experienced accountant wanting to transition to financial planning and investment.

 

Are you an accountant that belongs in front of people?  Enjoy investing, financial planning, and learning about the markets?  Desire an opportunity to help people on a daily basis?  This role may be the one for you!

 

Accountants One is excited to partner with a stable, service oriented financial planning firm in Gainesville, GA with nearly $700M in assets under care.  We are looking for an Accounting Professional/CPA that is wanting to make a change in their career and has a passion for serving others.  This is a great opportunity to learn the financial advisory business from two distinguished professionals in the industry with over 67 combined years of lessons learned.

 

This role is strictly financial planning and will not involve the preparation of tax returns.

 

Contract us if you are interested.  Here are more details..

 

Duties:

  • Complete advisor training program which includes classroom courses, online modules, one-on-one coaching, and examination prep.  Pass necessary certifications including Series 7 and 66
  • Build long term relationships with clients and community
  • Maintain market insight through reading and research
  • Preserve compliance through thorough documentation and following regulations
  • Learn software and systems, pursue ways to improve processes and utilize tools to the fullest potential

 

After certification/long term:

  • Manage client meetings on plan reviews, asset allocation changes, and financial planning topics
  • Maintain asset allocation models, manage model portfolios and systematic investment when appropriate
  • Oversee corporate retirement plans for clients – conduct enrollment and education meeting
  • Contribute to topics for company blogs (research, data, nets. Etc.)
  • Assist partners with continued growth of the firm through networking and community involvement

 

Top Objectives for the Associate Financial Advisor to accomplish in the first 6 to 12 months

  1. Complete advisor training program and pass examinations toward certification
  2. Learn company processes and procedures, begin building long term relationships with clients and the community, and gain well rounded understanding of the overall industry
  3. While learning software and systems, pursue ways to improve processes and utilize tools to the fullest potential.  Provide insights to partners and implement improvements.

 

Core Competencies:

  • People and customer service oriented
  • Positive
  • Team oriented
  • Self-starter
  • Tech savvy
  • Entrepreneurial and growth focused

 

Benefits:

  • Generous PTO and 9 paid holidays
  • 401K with a minimum 7% match
  • Health insurance, dental

 

Requirements:

  • Bachelor’s degree from an accredited university
  • CPA degree highly preferred
  • 3+ years of professional accounting/finance experience
  • ‘Clients first’ attitude
  • Excellent written and verbal communication skills
  • Strong interest and some knowledge of the securities market

Recommended skills

Finance
Passionate
Accounting
Investments
Self Motivation
Team Working

Location

Salary Details

Based on Job Title, Location and Skills
$65K
Below Avg. Average Above Avg.
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Accountants One began in 1973, on the 22nd floor of 230 Peachtree Street in downtown Atlanta. The operation was so successful that the owner franchised several locations in the northeast. It was then known as Accountants One / Bookkeepers UnLimited. The original owner moved to the west coast and opened 8 offices.

Caught between a poor economy and ownership residing in Detroit, the Atlanta operation declined. In 1983, Bert Erling purchased half of the Atlanta operation from Linda Hoffman and became the managing partner. He opened the Dunwoody office in 1985 and purchased the balance of the operation. The Conyers satellite office was opened in 1998.

In 1997 Bert's son, Dan became involved in the company. The combination of father and son has been successful and the company has doubled its sales in the last four years. The 2001 sales for Accountants One were over $2 million dollars (for the second year in a row).

The focus of Accountants One has always been on relationship building and long-term thinking. Accountants One continually strives to find like-minded individuals who excel in the fields of Accounting and Finance. By retaining a dedication to honesty, integrity and confidentiality we believe that Accountants One will continue to grow, constantly striving to be the best financial and accounting placement firm in the Atlanta area.

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