The Intersect Group · 1 day ago
Financial Advisor
Atlanta, GA
Full-time
Onsite
Senior Level
$100K/yr - $130K/yr
5+ years expThe Intersect Group is a leading privately held wealth management firm that manages over $8B in assets for high-net-worth individuals and families. They are seeking experienced, relationship-driven Financial Advisors to serve as trusted advisors, develop comprehensive financial plans, and expand the firm's client base.
ConsultingHuman ResourcesInformation TechnologyLegal
Hiring Manager
Bria Miller
Responsibilities
Serve as a trusted advisor to clients with complex financial needs
Develop, implement, and oversee comprehensive financial plans
Deepen existing relationships and help expand the firm’s client base
Collaborate with clients’ attorneys, accountants, and other advisors
Build niche expertise in an area of interest and serve as a subject matter expert internally
Qualification
Required
5–7+ years of experience advising high-net-worth clients
Strong technical expertise across financial planning, investments, and tax strategy
Entrepreneurial mindset and interest in long-term partnership
Excellent communication and relationship-building skills
Bachelor's degree required
Preferred
Advanced degree preferred
Professional designation (CFP®, CFA, or CPA) strongly preferred or in progress
Company
The Intersect Group
The Intersect Group is a staffing and recruiting company that provides staffing and consulting services.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2017-03-31Private Equity
Leadership Team
Joe Myers
Chief Executive Officer
Michael Snyder
Chief Operating Officer and Chief Financial Officer
Recent News
2022-07-06
Company data provided by crunchbase