What are the responsibilities and job description for the Financial Advisor position at Family Financial Management Group, LLC?
Company Description
Family Financial Management Group, LLC is a client-centric, holistic financial services firm based in Savannah, GA. Our mission is to help clients achieve a lifetime of financial wellness through quality advice and exceptional service. We believe in balancing financial, physical, spiritual, family, and professional health to achieve true holistic well-being.
Role Description
This is a full-time on-site role as a Financial Advisor at Family Financial Management Group, LLC. The Financial Advisor will be responsible for financial planning, finance management, retirement planning, investment advising, and providing financial advisory services to clients in order to help them achieve their financial goals.
Qualifications
Family Financial Management Group, LLC is a client-centric, holistic financial services firm based in Savannah, GA. Our mission is to help clients achieve a lifetime of financial wellness through quality advice and exceptional service. We believe in balancing financial, physical, spiritual, family, and professional health to achieve true holistic well-being.
Role Description
This is a full-time on-site role as a Financial Advisor at Family Financial Management Group, LLC. The Financial Advisor will be responsible for financial planning, finance management, retirement planning, investment advising, and providing financial advisory services to clients in order to help them achieve their financial goals.
Qualifications
- Financial Planning and Retirement Planning skills
- Experience in Finance and Financial Advisory
- Investment knowledge
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal abilities
- Relevant certifications such as CFP or CFA are a plus
- Bachelor's degree in Finance, Economics, Business, or related field
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