Georgia Financial Advisors ยท 11 hours ago
Financial Advisor
Savannah, GA
Full-time
Onsite
Senior Level
5+ years exp**Georgia **Financial Advisors is seeking a Financial Advisor to deliver personalized investment solutions to clients. The ideal candidate will create financial plans and ensure the accuracy of information provided to clients.
AccountingFinancial ServicesInsuranceWealth Management
Responsibilities
Provide financial planning support to clients
Support investment professionals to cultivate client relationships
Prepare financial plans and check their accuracy
Qualification
Required
Bachelor's degree in Finance or related field
5+ years' of industry experience
Strong understanding of the investment business
Excellent interpersonal skills
Company
Georgia Financial Advisors
Georgia Financial Advisors is a financial planning and wealth management firm.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Daniel Raps-Huffman
Partner
Company data provided by crunchbase