Financial Advisor

Distro

Atlanta, Georgia permanent

Posted: March 27, 2026

Job Description

Our client is seeking a dedicated and knowledgeable Financial Advisor to join their team. In this role, you will provide expert financial guidance to clients to help them achieve their financial goals through strategic planning and investment management. You will leverage your expertise in financial analysis, portfolio management, and customer relationship management to build strong client relationships while meeting their financial needs.

Essential Duties and Responsibilities:

• Conduct comprehensive financial assessments to understand clients' current financial status and future goals.

• Develop personalized financial plans aligned with clients' objectives, including investment strategies and retirement planning.

• Manage client portfolios by analyzing market trends and making informed investment decisions.

• Provide ongoing support and advice regarding cash management, account performance, and market conditions.

• Utilize financial software to track client accounts and analyze investment performance.

• Maintain strong customer relationships through regular communication and follow-ups to ensure client satisfaction.

• Stay updated on industry trends, regulations, and best practices in corporate accounting and financial services.

• Collaborate with other professionals within the firm to deliver comprehensive financial solutions.

Knowledge, Skills, and Abilities:

• Excellent analytical skills with focus on financial analysis and portfolio management.

• Proficiency in financial software tools for data analysis and reporting.

• Strong mathematical skills to interpret data and make sound financial decisions.

• Exceptional communication skills to clearly convey complex financial concepts.

• Ability to build rapport and maintain long-term relationships based on trust and integrity.

Education & Experience:

• Bachelor's degree in finance, accounting, business administration, or related field preferred but not mandatory.

• Proven experience in sales or customer relationship management within banking or finance sectors.

• Strong background in corporate accounting and cash management preferred.

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