- - Consultant (Jobs in Atlanta, GA)   Requirement id 153165 Job title Consultant Job location in Atlanta, GA Skills required CRM Systems, -, -, Open Date 08-May-2025 Close Date Job type Not specified Duration 12 Months Compensation DOE Status requirement --- Job interview type --- Apply    Email Recruiter: coolsoft Job Description Consultant: CRM Systems, -, -, Financial Advisor (780 sp) Client Name PACES FERRY WEALTH Location United States Georgia Atlanta 30339 Salary $120,000 - $175,000 Job Description Qualifications: Financial Advisor: Our firm is looking to hire an experienced Financial Advisor to create and nurture the long-term needs of firm clients, to manage client relationships, and to actively participate in the advanced planning process. Additional responsibilities around new business will be engaging with prospective clients identified through our lead system and building your personal network to generate opportunities through referrals from clients and centers of influence. The primary responsibilities will be to prepare for and actively participate in client meetings, take notes, follow up on any action items, take ownership to manage client expectations and deliverables. You will also prepare financial plans, investment recommendations, and research clients technical questions. You have enough experience in front of clients that you are confident in almost any scenario, particularly with high-net-worth clients. You are an extraordinary communicator and calm under pressure. You have a high degree of empathy, and people trust you easily because you are genuine and live to serve others. You are a self-starter, taking initiative and having impeccable follow-through. You pay great attention to detail. You want to be a master of your craft, and you are the type of person who is always looking to better yourself. You are always looking for ways we can improve our client experience and education. Responsibilities • Engage directly with clients to understand their financial objectives and concerns; effectively manage the client relationship and show accountability for retention. • Retain and enhance client relationships through ongoing education, excellent service, and ensuring an exceptional client experience • Prepare agendas for client meetings and ensure timely completion of post-meeting action items • Complete financial planning analyses and wealth management activities. Ensure client assets are invested in alignment with their risk tolerance and goals, coordinating with our trade team • Gather data from clients and analyze their current financial situation. Strategic development of comprehensive financial plans that align with their goals, recommend appropriate solutions, and assist with plan implementation • Collaborate with the support team to deliver prompt and thorough client service • Work with clients other professionals, such as attorneys and CPAs, to provide holistic financial solutions • Develop relationships with Centers of Influence to obtain potential client referrals • Identify opportunities to expand existing client relationships by ensuring they are taking full advantage of our various services; proactively seek referrals from clients to generate new business • Maintain accurate records of client interactions and information in the CRM system • Representing the firm in a positive and professional manner • Additional duties may entail participation in team projects and assisting with initiatives designed to streamline firm policies and procedures   Call 502-379-4456 Ext 100 for more details. Please provide Requirement id: 153165 while calling.   Other jobs in GA: Alpharetta (12), Atlanta (37), Conyers (2), Downtown Atlanta (1), Dublin (1), Duluth (5), Dunwoody (4), Lawrenceville (2), Norcross (4),    CRM Systems job openings in other states Jobs List PTC - Tolling Back-Office QC Analyst (733258) Create date: 03-Apr-2024 Start date :04/22/2024 End Date : 03/31/2025 Submission deadline : 04/08/2024 Client Info : PTC Description : ------------------------------------------------------ Justification: The Tolling Back-Office functionality within the UBOS/ CBOS systems is critical functionality for the PTC and must w.... 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(This job is for - Healthcare Jobs in IL LakeCounty Consultant - (in Lake County, IL)) Salesforce Developer - 48690 Create date: 17-Jun-2019 Candidate must be our W2 Employee We should submit only GC, GC EAD, L2 EAD, H4 EAD and Citizens. Description: Our clients IT team is currently seeking an innovative, technically talented Salesforce Solution architect who can influence the architecture and design solutions for major initiatives within their Global CRM Tech.... (This job is for - Salesforce SDLC Jobs in MA Waltham Developer - (in Waltham, MA)) SalesForce Developer - J-11-417-861 Create date: 13-Jun-2019 start date:6/24/2019 End date:09/24/2019 submission deadline:6/19/2019 Description: we have a consulting opportunity for a SalesForce Developer to support a large client in the education space. This fantastic opportunity is for an extremely motivated individual who wants to.... 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