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OnePoint BFG Wealth Partners · 2 weeks ago

Junior Financial Advisor

Atlanta, GA

Full-time

Onsite

Entry Level

1+ years exp

OnePoint BFG is a leading independent Registered Investment Advisor firm dedicated to providing top-tier financial advice and investment strategies. The Junior Financial Advisor will support advisors by managing client communications, maintaining CRM records, and assisting in financial planning to ensure client satisfaction and effective service delivery.

FinanceFinancial ServicesProfessional Services

Hiring Manager

Stefania DiPalma, SHRM-SCP

Responsibilities

Serve as a primary point of contact for advisors and clients, ensuring all requests, inquiries, and communications are handled promptly and professionally

Provide updates to clients and advisors on the status of requests or any actions being taken, ensuring transparency and a high level of service

Act as a liaison between advisors and other departments (e.g., operations, compliance, technology, trading) to ensure all client questions or issues are addressed

Regularly update and maintain client records in the CRM system (e.g., Practifi) ensuring all client information is accurate and up-to-date

Track interactions, manage contact details, and log important notes regarding client preferences or needs

Submit tasks to appropriate departments such as client service, trading, billing, etc. and action items on behalf of the advisor, ensuring follow-ups, and client-related activities are scheduled and tracked effectively

Staying updated on and abiding by all OnePoint BFG Compliance requirements

Meet with assigned clients to discuss their financial aspirations, such as retirement planning, college savings, wealth accumulation, or debt management

Assesses assigned clients' financial status, including income, expenses, assets, liabilities, insurance coverage, and risk tolerance

Create or assist in 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. Regularly monitor and update plans

Educate assigned clients on various investment options, potential risks, and help them select appropriate investments based on their goals and risk tolerance

Qualification

Financial PlanningWealth ManagementCRM ExperienceMicrosoft Office SuiteFinancial TransactionsClient-FocusedCommunication SkillsAttention to DetailProblem-Solving Skills

Required

Bachelor's degree in Finance or a closely related field, or equivalent experience in the financial services industry

1-3 years of experience in wealth management, financial planning, and/or asset management business in a client service or operations role, preferably in an RIA, wealth management, or brokerage firm

Knowledge of financial products, account types, and investment industry terminology

Experience with account opening, transfer processing, and move money transactions is highly desirable

Proficient in Microsoft Office Suite (Excel, Word, Outlook)

Experience with CRM (Salesforce), custodial platforms (e.g., Schwab, Fidelity, Pershing), and financial account management systems is a plus

Strong understanding of financial transactions, including wire transfers, ACH, and other methods of money movement

Strong attention to detail and ability to handle sensitive client information with discretion

Excellent communication skills, both verbal and written

Strong problem-solving skills and the ability to troubleshoot issues independently

Client-focused with a high level of professionalism and service orientation

Ability to prioritize and manage multiple tasks in a fast-paced environment