Fidelis Private Wealth Partners · 1 day ago
Financial Planner
Peachtree Corners, GA
Full-time
Onsite
Entry, Mid LevelFidelis Private Wealth Partners is a boutique financial planning firm dedicated to providing strategic and actionable financial guidance. The Financial Planner role involves communicating with clients, preparing review materials, developing financial plans, and participating in client meetings to ensure effective planning and execution.
Financial Services
Hiring Manager
Greg Mayfield, CFP®, RICP®, CLU, ChFC
Responsibilities
Client Correspondence: Communicate with clients to gather essential information for their financial plans
Prepare Client Review Materials: Organize and compile materials for client review meetings to ensure comprehensive discussions
Case Design and Scenario Building: Develop various financial scenarios to aid in case design and strategic planning
Financial Plan Development: Create and modify financial plans for both new and existing clients
Client Meetings Participation: Attend client meetings to assist in the development and presentation of financial investment plans
Qualification
Required
Bachelor's Degree required
Desire to obtain (or already have) SIE, Series 7, 63, 65 licenses, and State Life/Health licenses
Ability to think strategically and implement plans methodically throughout the client relationship
Willingness to roll up your sleeves and do whatever is necessary; exhibiting a general manager/owner mentality
Strong ability to analyze data, diagnose client needs, and provide relevant recommendations
Capability to develop relationships and engage in substantive discussions with key decision makers
Exceptional problem-solving skills with the ability to thrive in a fast-paced and rapidly changing environment. Comfortable navigating ambiguous situations
Excellent spoken and written communication skills with the ability to present complex ideas clearly and concisely
Willingness to think creatively and work outside standard position parameters to provide top-tier client service
A self-starting individual with a passion for putting the client first, and a tenacious approach to solving problems with conviction and energy
Company
Fidelis Private Wealth Partners
At Fidelis, we provide strategic, actionable insight that leads to clarity and confidence about your wealth and your financial future.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Matt Goodwin
Private Wealth Advisor and Co-Founder
Parker Campbell
Fidelis Private Wealth Partners
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