Top 19 Financial professional Jobs in Gainesville, Ga

Associate Financial Advisor
NettWorth Financial Group —Cumming, GA
- $70,000 - $90,000 a year
- Weekends as needed
- Background check
- Microsoft Outlook
- Mid-level
Quick Apply
Financial Services Representative
World Finance Company of Georgia, LLC —Cumming, GA
- $15 - $18 an hour
- Extended hours
- Hospitality
- Office
- High school diploma or GED
- Paid holidays
- Disability insurance
Quick Apply
Financial Services Professional - Hybrid Remote (GA)
Bankers Life —Buford, GA
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
Quick Apply
Financial Services Representative - State Farm Agent Team Member
David Martinez - State Farm Agent —Lawrenceville, GA
- $36,000 - $85,000 a year
- Full-time
- Spanish
- Office
- Marketing
- 401(k)
- Paid time off
Quick Apply
Financial Advisor
The Piedmont Group —Dawsonville, GA
- $70,000 - $150,000 a year
- Full-time
- Office
- Business development
- Bachelor's degree
Quick Apply
Financial Services Representative - State Farm Agent Team Member
Evan Profeta - State Farm Agent —Cumming, GA
- $70,000 - $100,000 a year
- Full-time
- Office
- Business development
- Communication skills
- Paid time off
- 401(k) matching
Quick Apply
23h
Financial Services Representative - State Farm Agent Team Member
RYAN SCOTT - State Farm Agent —Dawsonville, GA
- $30,000 - $60,000 a year
- Full-time
- Mid-level
- 3 years
- Analysis skills
- Paid time off
- Opportunities for advancement
Quick Apply

More jobs to discover

Find similar jobs that you might be interested in.

Insurance and Financial Services Position - State Farm Agent Team Member
Lee Towns - State Farm Agent —Gainesville, GA
Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize…
$50,000 - $100,000 a year
Quick Apply
Insurance Sales Representative
State Farm - Brent Troyer Agency —Buford, GA
*Property & Casualty license is preferred, employee must be able to obtain within 30 days of offer date*. *Life & Health license is a plus, must eventually be…
$48,000 - $90,000 a year
Quick Apply

Show more similar jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Financial Advisor -Greater Columbus, OH
Thrivent —Columbus, OH
We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66…
Quick Apply
Financial Professional - Career Transition Opportunity
Equitable Advisors —Columbus, OH
*Account Managers*, proficient in relationship building, client retention strategies, and driving long-term customer satisfaction.
$24,000 - $125,000 a year
Quick Apply

Show more jobs in cities nearby

I want to receive the latest job alert for financial professional in gainesville, ga

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

financial professional jobs near gainesville, ga

Financial Advisor jobs in Cumming, GA

Financial Advisor jobs in Dawsonville, GA

Financial Representative jobs in Boston, MA

Financial Representative jobs in Alliance, OH

Financial Analyst jobs in Des Moines, IA

Financial Representative jobs in Vancouver, WA

Financial Aid jobs in New York, NY

Financial Analyst jobs in Rhode Island

Medical Sales Representative jobs in Tucson, AZ

Financial Representative jobs in Omaha, NE

Financial Advisor jobs in Utah

Financial Advisor jobs in Towson, MD

Financial Advisor jobs in Rhode Island

Policy Advisor jobs in New York, NY

Financial Advisor jobs in Kitsap County, WA

Financial Analyst jobs in Kansas City, MO

Financial Analyst jobs in Albuquerque, NM

Licensed Professional Counselor jobs in South Carolina

Financial Professional jobs in Sacramento, CA

Patient Financial Services jobs in Phoenix, AZ

Associate Financial Advisor

NettWorth Financial Group -
Cumming, GA

Quick Apply

Job Details

Full-time
$70,000 - $90,000 a year

Qualifications

Financial services customer support
Customer relationship building
Microsoft Outlook
Administrative experience
Managing clients in a customer support role
Client database systems
Series 7
Bachelor's degree
Video conferencing software
Client services
Financial product expertise
Relationship management
CRM system proficiency
Series 65
Life & Health Insurance License
Experience practicing in the securities industry
Account management
Video conferencing systems operation
Time management
Customer data entry

Full Job Description

Job Description

Job Title: Associate Financial Advisor

Reports To: Senior Financial Advisor

Job Status: Full-time

Compensation: Salary + Bonus (Or Commissions)

NettWorth Financial Group is looking to find a candidate for an Associate Financial Advisor position in Cumming, GA. As part of this opportunity, you will work directly with a Senior Advisor who will be your mentor throughout the life of the position. In addition to a mentor who is an industry expert with over 30 years’ experience working in their niche market, you will have access to:

Existing clients and prospective clients
Top-notch administrative support
Marketing support
Name and brand recognition of firm due to length of time & presence in the community
The equipment and software you need for illustrations and reports

Essential Duties and Responsibilities:

Service Senior Advisor’s book of business
Lead client review meetings
Manage multiple client relationships
Oversee and monitor portfolios for goal alignment
Provide market quotes, place orders, rebalance accounts as directed
Prepare financial plans and investment recommendations under supervision
Analyze financial statements and perform calculations; suggest preliminary recommendations and run illustrations
Research and resolve client service problems for errors as needed
Calendar management for scheduling meetings, conference calls; appointment confirmations and appointment materials
Maintain accurate client information in proprietary systems
Manage all details of clients in CRM, record client appointment notes, workflows, and database lists
Draft written and electronic correspondence, as needed
Process cashiering and asset movement requests such as distributions, and wire and check requests.
Ability to generate referrals, new client relationships and professional relationships
Office administrative support as needed
Manage new client onboarding, including paperwork, account opening, and communication
Perform other duties as assigned

Professional Growth:

Training – Commitment to engage in a career long process of ongoing training and education to acquire the knowledge of financial products and services in changing economic conditions.
Expand a business practice by using effective prospecting and referral-based strategies, as well as identifying and cultivating new client relationships within target markets.
Learn necessary selling skills practices, Develop, and improve subject matter expertise and sales skills
Willingness to obtain recognized professional designations as a commitment to excellence
Entrepreneurial minded with a strong work ethic
Desire to help others manage and achieve financial confidence

Required Skills

Industry and product knowledge
Understanding and proficiency in regard to customer relationships, customer service, data entry, confidentiality, problem resolution and MS Office products such as Word, Excel, Outlook.
Experience with CRMs such as Redtail
Experience with virtual meeting applications such as Go To Webinar, Zoom.
Excellent oral and written communication skills
Energetic and outgoing personality with great interpersonal skills
Excellent organizational, time management and multi-tasking skills
Organized, meticulous, detail-oriented and able to multitask
Ability to work some evenings and on weekend depending on event schedule
Ability to work independently and under pressure in a fast-paced environment
Professional attitude, demeanor, and appearance

Education and Experience

Bachelor’s degree and a minimum of four(4) years’ experience in the financial services industry – or equivalent combination of experience, education and/or training as approved by the firm
Client service/relationship management experience required.

Licenses/Certifications

FINRA Series 7, Series 65, Life and Health licensing required with a commitment to obtaining further continuing education requirements to maintain licensing

NettWorth Financial Group is affiliated with the Broker Dealer, Cambridge Investment Research, inc. and the independent clearing firms, Pershing LLC and NFS.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc. a broker-dealer, member FINRA/SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc. a Registered Investment Advisor. Cambridge and NettWorth Financial Group are not affiliated.

Pay: $70,000.00 - $90,000.00 per year

License/Certification:

Series 7 (Required)

Ability to Commute:

Cumming, GA 30040 (Required)

Work Location: In person

Quick Apply

Refine Your Search

financial professional jobs in gainesville, ga

Associate Financial Advisor

Financial Services Representative

Financial Services Professional - Hybrid Remote (GA)

Financial Services Representative - State Farm Agent Team Member

Financial Advisor

Financial Services Representative - State Farm Agent Team Member

Financial Services Representative - State Farm Agent Team Member

More jobs to discover

Explore jobs in cities nearby

I want to receive the latest job alert for financial professional in gainesville, ga

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected