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:
Location: Alpharetta, GA
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.
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