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Associate Financial Advisor at Core Group Resources

Associate Financial Advisor

Core Group Resources Alpharetta, GA Full-Time
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Core Group Resources ([ Link removed ] - Click here to apply to Associate Financial Advisor) is America’s leading financial services recruitment company. Core Group Resources expertise is unmatched in the financial services market for executive search, staffing, and expertise identification. For more information contact us

281 347 4700
. We are currently in the market for the following:

ROLE: Associate Financial Advisor

Location: Alpharetta, GA

JOB DESCRIPTION

Are you looking for more freedom and opportunity to invest in the lives of clients? Do enjoy working in a faith-based, team environment? We are seeking an Associate Financial Advisor to join a growing Private Wealth Advisory company. We have a passion for providing above & beyond service and building meaningful relationships. Culture is paramount, and we believe in working alongside people that join us in our mission of helping families thrive across generations.

Client Advisement Focus:

  • Leverage Archetype’s processes to maximize value we deliver to clients
  • Champion Archetype’s investment philosophy and provide recommendations
  • Continuously improve your knowledge of best practices and opportunities to enhance our service
  • Display passion and hunger to deliver an exceptional experience that improves our client’s lives and financial freedom
  • Build and deliver financial plans as needed
  • Ensure data and information gathered is inputted and recorded in our CRM
  • Collaborate with clients’ other advisors (accountants, trust officers, etc.) to fully understand objectives and circumstances
  • Create meaningful client experiences, and commit to looking for opportunities to go above and beyond

Goals & Objectives:

  • Exemplify Archetype’s Core Values: Lead with Integrity, Fueled by Passion, Delivering Excellence, Above & Beyond
  • Attend quarterly “advances” to discuss victories and challenges, and consult on strategy
  • Champion our vision of building the ideal, God-honoring wealth management company
  • “Put on the t-shirt”. We operate as One Company for Greater Impact
  • Be humble, hungry, and smart
  • High standard of customer service DNA, excellent communication skills, and good judgement
  • Report to senior leadership team monthly on opportunities and objectives

Our Mission: Help families thrive across generations.

Our Vision: Build the ideal God-honoring wealth management company.

The contact person for this job is Bob Sutton. Please contact him at [ Email address blocked ] - Click here to apply to Associate Financial Advisor

 

Recommended skills

Wealth Management
Communication
Finance
Investments
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