Financial Advisor
Henssler Financial
Kennesaw, GA US
Posted ago
Henssler Financial
Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!
Responsibilities
  • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
  • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
  • Embrace the role of a structured yet coachable team player open to continued education and training from other team members
  • Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives
  • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor

  • Manage all facets of the client relationship
  • Can take a client from a first meeting to the termination

Work with other departments our outside resources (if client desired) to ensure the following planning points are addressed:

  • Tax Review and Preparation
  • Estate Plan
  • Insurance Needs
  • Discuss Wills, beneficiaries, and insurance with clients
  • Review and understand the following for each client
  • Cash Flow Planning
  • Asset Titling
  • Social Security Benefits
  • Asset Allocation
  • Review and approve trades
  • Manage parameters of cash reviews for clients
  • Review cash flow projections and make recommendations to the client
  • Monitor dashboard items and maintain the system
  • Start working towards developing new business from current clientele and outside venues
  • Train and mentor Financial Planners

Qualifications
  • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
  • Requires a Bachelor’s degree in business administration, finance, or other related field
  • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
  • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
  • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired

  • 5+ years of experience in the financial planning field
  • A bachelor’s degree in finance or a related field
  • CFP® certification
  • Highly motivated
  • Excellent oral and written communication skills
  • Ability to think clearly and communicate concisely
  • Ability to prioritize tasks and work on multiple assignments
  • Ability to work both independently and as part of a team with professionals of all levels

Compensation
$40,000 - $60,000 yearly
About Henssler Financial

For more than 30 years Henssler Financial has delivered financial solutions to our clients. With assets under advisement of $2.6 billion as of September 30, 2021. Henssler Financial offers decades of experience in all facets of wealth management and financial services.


In addition, Henssler CPAs and Advisers, an affiliate of Henssler Financial, is a full-service accounting and consulting firm specializing in services based on the specific needs of each individual or business.

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