Careers-Associate Advisor

OPEN POSITION: Associate Financial Advisor

GENERAL INFORMATION

  • Targeted 1st Yr Compensation: $45,000-$70,000 based on experience and performance (incentive bonus + Commission + Profit sharing)
  • Benefits: Retirement
  • Location: Atlanta, GA
  • Start Date: October 1, 2019
  • Employment Type: Full-Time, Commission Opportunities
  • Industry: Professional Services/Financial Services

ABOUT THE FIRM

Creative Financial Partners, LLC is a rapidly growing, full service financial services firm serving individuals and small businesses with a suite of strategies including financial planning, investment management, mortgage services, tax planning and insurance. We are currently seeking to add a dedicated team member to fulfill the role of Associate Financial Advisor.

JOB SUMMARY

The Associate Advisor will be working closely with current clients and are required to bring in new clients. The candidate must possess strong sales skills and have a strong standard for building client relationships. Some traveling outside of Atlanta, GA may be required.

Furthermore, the Associate must be able to provide support to other team members across a wide range of operational and administrative duties. 

The candidate MUST possess a high level of problem solving skills and attention to detail. He/she is expected to be proactive and possess a maturity to handle confidential and delicate client information and issues.

DUTIES INCLUDE BUT NOT LIMITED TO:

  • Proactively consult with clients on a regular basis in order to maintain a current understanding of their financial situations and life circumstances.
  • Use financial planning knowledge and the firm’s investment strategies to recommend appropriate solutions to help clients reach their financial goals and objectives.
  • Market successfully to generate new leads and develop those leads into new financial planning clients
  • Collaborate with the marketing manager to conduct networking events and other firm events
  • Developing long-term relationships with clients by demonstrating solid financial planning skills and providing client-centered advice and guidance.
  • Identify and successfully act on opportunities to gather additional client assets and business
  • Act as the client’s primary point of contact and liaison with client’s outside advisors to deliver comprehensive advice
  • Handle client service requests efficiently and effectively
  • Coordinate with the Investment Director and Para-planner to ensure turnkey product solutions
  • Be able to cross sell various service and product lines

 

 

MINIMUM REQUIREMENTS TO APPLY

  • 2 years’ experience in sales or a customer service role.  Experience in the financial services industry preferred but not required.
  • Some experience using Salesforce software for administration and/or development.Text Box: 2340 Perimeter Park Drive |  Ste. 100  |  Atlanta, GA  30341  |  Office 770.651.8284  |  Toll Free/Fax 877.346.7822  |  www.creativefinpartners.com
Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS), member FINRA/SIPC.  WFS is separately owned and other entities and/or 
marketing names, products or services referenced here are independent of WFS.  Creative Financial Partners is independent of WFS.
  • High level of proficiency in using Excel, Word, PowerPoint, Outlook, and Adobe Acrobat software.
  • Must be able to commute to the firm’s office in Atlanta, GA and work beyond typical hours during busy business seasons, such as tax season.

STEPS TO APPLY

All applicants must complete ALL the steps below to be considered.

Send all the following in one email to rkahan@creativefinpartners.com

  1. Cover letter
  2. Resume
  3. Please use the following link to take a personality test. Convert your test results into a PDF document and attach it.  https://www.16personalities.com/free-personality-test
  4. Answer the following questions within the body of the email.
    1. In no less than 5 sentences, explain whether you agree or disagree with all or part of the results from taking the personality test in Step 3. Why?
    2. If you had to wear one t-shirt for the rest of your life, what would it say on the t-shirt on the front side and backside?
    3. How is a job different than a career?
  5. Subject line of email should say “Associate Advisor Application at CFP”
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck