Vensure Employer Solutions · 3 weeks ago
Financial Advisor - Atlanta, GA
Atlanta, GA
Full-time
Onsite
Mid LevelVensure Employer Solutions is seeking a dedicated and knowledgeable Financial Advisor to join their team. In this role, you will provide expert financial guidance to clients, helping them achieve their financial goals through strategic planning and investment management.
Customer ServiceFinancial ServicesHuman ResourcesRisk Management
Responsibilities
Conduct comprehensive financial assessments for clients to understand their current financial status and future goals
Develop personalized financial plans that align with clients' objectives, including investment strategies and retirement planning
Manage client portfolios by analyzing market trends and making informed investment decisions
Provide ongoing support and advice to clients regarding cash management, account performance, and market conditions
Utilize financial software to track client accounts and analyze investment performance
Maintain strong customer relationships through regular communication and follow-ups to ensure client satisfaction
Stay updated on industry trends, regulations, and best practices in corporate accounting and financial services
Collaborate with other professionals within the firm to deliver comprehensive financial solutions
Qualification
Required
Conduct comprehensive financial assessments for clients to understand their current financial status and future goals
Develop personalized financial plans that align with clients' objectives, including investment strategies and retirement planning
Manage client portfolios by analyzing market trends and making informed investment decisions
Provide ongoing support and advice to clients regarding cash management, account performance, and market conditions
Utilize financial software to track client accounts and analyze investment performance
Maintain strong customer relationships through regular communication and follow-ups to ensure client satisfaction
Stay updated on industry trends, regulations, and best practices in corporate accounting and financial services
Collaborate with other professionals within the firm to deliver comprehensive financial solutions
Excellent analytical skills with a focus on financial analysis and portfolio management
Proficiency in using financial software tools for data analysis and reporting
Strong mathematical skills to effectively interpret data and make sound financial decisions
Exceptional communication skills to clearly convey complex financial concepts to clients
Ability to build rapport with clients and maintain long-term relationships based on trust and integrity
Proven experience in sales or customer relationship management within the banking or finance sector
Preferred
A bachelor's degree in finance, accounting, business administration, or a related field is preferred but not mandatory
Strong background in corporate accounting and cash management is preferred
Company
Vensure Employer Solutions
Vensure Employer Solutions is a privately owned professional employer organization (PEO) headquartered in Chandler, Arizona, with offices in Sarasota, Florida, and Duluth, Georgia.
Founded in 2004
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$2.2BKey Investors
Stone Point Capital
2024-10-14Debt Financing· $2.2B
2022-09-06Acquired
Leadership Team
A
Alex Campos
CEO
Pat Cleary
Chief Growth Officer
Recent News
Sports Business Journal
2025-10-24
bloomberglaw.com
2025-09-12
Company data provided by crunchbase