PrismHR · 1 week ago
Financial Advisor
Atlanta, GA
Full-time
Onsite
Mid Level
$85K/yr - $200K/yrPrismHR is a company focused on empowering financial futures, and they are seeking a dedicated and knowledgeable Financial Advisor to join their growing team. The role involves managing client accounts, building personalized financial strategies, and maintaining strong client relationships to ensure their financial plans evolve over time.
Cloud ComputingHuman ResourcesSaaSSoftware
Hiring Manager
Emily Cotes
Responsibilities
Strategic Financial Planning: Conduct in-depth assessments of clients' financial health to develop personalized roadmaps for retirement, investment, and long-term wealth preservation
Portfolio Management: Actively manage and rebalance client portfolios by analyzing market trends and making informed, data-driven investment decisions
Ongoing Advisory: Provide continuous support regarding cash management, account performance, and shifting market conditions
Relationship Architecture: Maintain strong, long-term customer relationships through regular communication, ensuring that financial plans evolve as your clients’ lives do
Technical Integration: Utilize advanced financial software to track performance, analyze data, and generate comprehensive reports for client review
Regulatory Excellence: Stay at the forefront of industry regulations, corporate accounting standards, and financial best practices
Qualification
Required
You must hold active Series 65, Series 6, and Securities Industry Essentials (SIE) certifications
Proven success in sales or customer relationship management within the banking or finance sectors
A strong background in financial analysis and portfolio management, with a preference for those with experience in corporate accounting and cash management
Strong quantitative skills to interpret complex data and make sound financial recommendations
The ability to translate complex financial concepts into clear, actionable advice that builds client confidence and trust
Preferred
A bachelor's degree in Finance, Accounting, or Business is preferred (but your experience and certifications are the priority)
Benefits
Access to paid training
Professional development assistance
Tuition reimbursement
Retirement plan and internal financial planning services
Generous Paid Time Off (PTO)
Career advancement opportunities within a reputable firm
Company
PrismHR
PrismHR is the largest payroll and HR software platform for professional employer organizations and administrative service organizations.
Founded in 1985
201-500 employees
H1B Sponsorship
PrismHR has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2)
2024 (3)
2023 (2)
2022 (2)
2021 (1)
Funding
Current Stage
Growth StageTotal Funding
unknown2019-12-02Acquired
2014-09-24Private Equity
Leadership Team
Adam Van Beek
Chief Innovation Officer
Michael DeLessio
Chief Of Staff
Recent News
2023-12-20
Yahoo Finance
2023-12-20
Company data provided by crunchbase