The Intersect Group · 1 day ago
Financial Advisor
Atlanta, GA
Full-time
Onsite
Mid LevelThe Intersect Group is looking for a Financial Advisor for a great opportunity in the Atlanta area. The ideal candidate will support clients with a wide range of financial planning needs and help develop tailored strategies aligned with clients’ goals.
ConsultingHuman ResourcesInformation TechnologyLegal
Hiring Manager
Lindsey Armour, MBA
Responsibilities
Support clients with a wide range of financial planning needs
Help develop tailored strategies aligned with clients’ goals
Contribute to a collaborative, team‑oriented environment
Strengthen long-term client relationships
Build expertise in key planning areas and support the broader team
Qualification
Required
Several years of experience in financial planning or a related advisory field
At least one of the following (or actively pursuing): CFP®, CFA, CPA
Series 7
Strong communication and interpersonal skills
Ability to work independently and within a team
A proactive, growth‑oriented mindset
Bachelor's degree required
Preferred
Advanced credentials a plus
Company
The Intersect Group
The Intersect Group is a staffing and recruiting company that provides staffing and consulting services.
Founded in 2006
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