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Associate Financial Advisor

Company: Core Group Resources
Location: Alpharetta
Posted on: February 15, 2021

Job Description:

We Are Currently In The Market For The FollowingCore Group Resources (www.coregroupresources.com) is America's leading financial services recruitment company. Core Group Resources expertise is unmatched in the financial services market for executive search, staffing, and expertise identification. For more information contact us 281 347 4700.ROLE: Associate Financial AdvisorLocation: Alpharetta, GAJob DescriptionAre you looking for more freedom and opportunity to invest in the lives of clients? Do enjoy working in a faith-based, team environment? We are seeking an Associate Financial Advisor 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.Client Advisement Focus* 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 beyondGoals & 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 Our Mission: Help families thrive across generations.Our Vision: Build the ideal God-honoring wealth management company.The contact person for this job is Bob Sutton. Please contact him at bob@coregroupresources.com

Keywords: Core Group Resources, Alpharetta , Associate Financial Advisor, Accounting, Auditing , Alpharetta, Georgia

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