Financial Advisor

Bleakley Financial Group Atlanta, GA

Job Title: Financial Advisor (Servicing)

Exempt Full-Time Employee

At OnePointBFG Wealth Partners, we are committed to empowering our partner advisors by providing exceptional financial advice and solutions. We believe in having a positive impact on the lives of those around us—our family members, friends, clients, and other members of the community. As a leading RIA firm, we are experiencing rapid growth and are seeking a dynamic and driven individual to join our team as a Financial Advisor for our OnePointBFG location in Atlanta.

Job Brief:

A Private Equity-backed Registered Investment Advisor (RIA) experiencing hyper-growth is seeking a Financial Advisor (servicing) to provide financial advice to assigned clients based on knowledge of investment and tax strategies, securities, insurance, pension plans and real estate.

Key Responsibilities:

• Understanding Client Goals - Meeting with assigned clients to discuss their financial aspirations, such as retirement planning, college savings, wealth accumulation, or debt management.

• Analyzing Financial Situation - Assessing assigned clients' financial status, including income, expenses, assets, liabilities, insurance coverage, and risk tolerance.

• Developing Financial Plans - Creating customized financial plans tailored to individual needs, encompassing investment strategies, budgeting, debt reduction plans, tax strategies, and recognizing gaps in their current financial situation.

• Providing Investment Advice - Educating assigned clients on various investment options, potential risks, and helping them select appropriate investments based on their goals and risk tolerance.

• Monitoring and Adjusting Plans - Regularly reviewing assigned client accounts and financial plans to make necessary adjustments based on life changes, market performance, or evolving financial objectives.

• Educating Clients - Explaining complex financial concepts and answering questions about investments, taxes, and other financial matters.

• Building Client Relationships - Establishing trust and rapport with clients through effective communication, active listening, and providing excellent service.

• Maintaining Compliance - Staying updated on industry regulations and ensuring that financial plans and recommendations comply with national and state laws/regulations.
• Maintain Documentation - Capture and record detailed information about clients, meetings, etc. to meet compliance requirements and that will benefit the team.

• Continuing Education - Building additional skills and knowledge in the industry including obtaining additional licenses and certifications as appropriate.

• Assist Senior Financial Advisor(s) – Providing support on higher complexity clients as requested.

• Performs other related duties as required.

Qualifications:

• Education - A bachelor's degree in a relevant field such as finance, business, or economics is preferred; and over seven years of experience in the wealth management, financial planning, and/or asset management business.
• Licenses and Certifications - Financial advisors need appropriate licenses (e.g., Series 7, Series 63, Series 65). In addition, the Certified Financial Planner (CFP) is highly valued.
• Analytical Skills - The ability to analyze financial data, market trends, and risk to develop sound investment strategies.
• Communication Skills - Excellent written and verbal communication skills to effectively interact with clients, explain complex concepts, and build relationships.
• Interpersonal Skills - The ability to make clients feel comfortable and establish trust.
• Math Skills - A strong aptitude for working with numbers to manage finances and analyze financial performance.
• Preferred Specific Experience – Working with the Schwab platform, Salesforce and E-money.

Core Benefits:

• Competitive salary with performance-based bonuses
• Comprehensive health, dental, and vision insurance
• Retirement savings plan with company contributions
• Opportunities for professional growth and development

Why Join Us?

• Impact: Play a key role in supporting our financial advisors and contributing to the firm's success.
• Growth: Opportunity to develop professionally and take on additional responsibilities over time.
• Culture: Join a team that values collaboration, excellence, and a positive work environment.

Right to Revise:

This job description is not meant to be all-inclusive, and the Company reserves the right to revise this job description as necessary without advance notice.

The statements herein are intended to describe the general nature and level of work being performed by the employee. They are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the employer without notice.