What are the responsibilities and job description for the Financial Advisor position at Highland Trust Partners LLC?
Are you an experienced Financial Advisor ready to partner with a firm that empowers you to shape your future vision and define success on your terms? That’s what Highland Trust Partners is all about!
As a Financial Advisor with Highland Trust Partners, you will receive support from a team comprised of individuals with 100 years of service experience and multiple industry specialties. We are committed to helping our team members develop into what they want to be.
Who We Are:
Highland Trust Partners is an independent wealth management practice located in Athens, Georgia. Our firm was established with the goal to help individuals and organizations manage, preserve, and enhance their wealth as they seek to attain and maintain financial independence. Our team is comprised of talented individuals that share our core values: Relationships, Integrity, Passion, and Knowledge.
Why Highland Trust Partners is for You!
- Experience independence – our firm is independent, and we allow you the same benefit by empowering you to build your success as you see it, not as a corporation sees it.
- Attractive payouts.
- Transition assistance and support.
- The opportunity to work for an established brand alongside accomplished professionals and leaders in the industry.
- A collaborative and inclusive work environment that values your contributions.
What Makes YOU GREAT:
- Your enthusiasm as a Financial Advisor with a deep understanding of your clients.
- Strong understanding of financial planning, investment products, and market trends.
- Excellent communication and interpersonal skills.
- Ability to analyze complex financial information and communicate recommendations effectively.
- Detail-oriented and able to work independently and as part of a team.
- Strong computer skills (Excel, Word, LPL reporting systems, RedTail CRM).
- Adherence to HTP’s core values and beliefs.
- 5 years financial advising experience with an established book of business.
- Ability to obtain the CFP designation.
- Series 7 license preferred, but not required.
- Ability to work towards CDFA.
Are you ready to start down the path to independence? Join Highland Trust Partners today!
We are an equal opportunity employer.