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Financial Advisor BHJOB6704_3227

Core Group Resources Atlanta, GA
  • Expired: over a month ago. Applications are no longer accepted.
Job Description

ROLE: Financial Advisor
Location: Atlanta, GA

JOB DESCRIPTION

Are you looking for more freedom and opportunity to invest in the lives of clients? Do you need a team to support your growth? Are you “wired for more”? We are seeking an experienced Financial Advisor with an existing book of business ($20mm AUM or greater) 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.

Responsibilities Include:

Client Advisement

  • 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

Business Development

  • Develop relationships with prospective individuals and families
  • Leverage Archetype’s value offering and pitch the team approach
  • Interview clients, analyze financial situations, and create recommendations in tandem with team members
  • Coordinate client paperwork with client service team and follow through to ensure accurate and timely execution
  • Make use of CRM from a sales standpoint to ensure data becomes fuel for effective communication

Transition / Capacity

  • Create capacity by transitioning smaller client relationships to the client advice team to make space for larger client relationships
  • Eliminate trading / portfolio management as an activity and transition client investments to Archetype models over the initial 12 – 18 months
  • Make use of the Client Experience Team to handle the bulk of day-to-day client service and administration
  • Take advantage of the Marketing Engine to fuel future growth in our target niche ($10m+ business owners)

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

 

Reward:

Most advisors find a long-term home with Archetype’s culture and team, because we no longer serve a publicly traded shareholder.

 

 

Company Description
Core Group Resources is the bridge that connects the maritime, marine offshore, oil & gas, petrochemical, and environmental industries. Our in depth knowledge of these fields can help you navigate these quickly expanding markets.

Core Group is actively assisting companies hiring top-notch marine engineers, operations, and commercial candidates with our expertise in these industries. Candidates seeking navigation into these industries, let us chart your career here. We have mapped out all verticals in this space and know where professionals are best poised for rapid career growth.

With strong projected growth in these sectors, now is the time to partner with the leading Houston-based recruitment firm of Core Group Resources.

We Offer:
Direct Hire, Executive Search, Contract Recruitment, and Recruitment Process Outsourcing

Contact us today to learn more about how we can partner with you. Email info@coregroupresources.com to get started.

Core Group Resources

Core Group Resources is the bridge that connects the maritime, marine offshore, oil & gas, petrochemical, and environmental industries. Our in depth knowledge of these fields can help you navigate these quickly expanding markets. Core Group is actively assisting companies hiring top-notch marine engineers, operations, and commercial candidates with our expertise in these industries. Candidates seeking navigation into these industries, let us chart your career here. We have mapped out all verticals in this space and know where professionals are best poised for rapid career growth. With strong projected growth in these sectors, now is the time to partner with the leading Houston-based recruitment firm of Core Group Resources. We Offer: Direct Hire, Executive Search, Contract Recruitment, and Recruitment Process Outsourcing Contact us today to learn more about how we can partner with you. Email info@coregroupresources.com to get started.

Address

Atlanta, GA
USA

Website