Financial Specialist jobs in Atlanta, GA

We are seeking a Finance Agent to join our team. The ideal candidate will have a strong background in financial services and possess excellent research, sales, and customer relationship management skills.

Responsibilities:
- Provide financial advice and support to clients
- Manage assets and assist with financial planning
- Develop and maintain customer relationships
- Conduct research on financial concepts and market trends
- Assist with cash management and investment strategies
- Collaborate with legal professionals on wills, trusts, and estate law matters

Experience:
- Proven experience in asset management and financial services
- Strong technical accounting skills
- Knowledge of financial concepts and cash management practices

Job Types: Full-time, Part-time, Contract, Permanent

Pay: $55,984.00 - $63,911.00 per year

Expected hours: No more than 40 per week

Benefits:

• 401(k)
• 401(k) matching
• Financial planning services
• Flexible schedule
• Health insurance
• Life insurance
• Retirement plan
• Tuition reimbursement

Compensation package:

• 1099 contract
• Bonus opportunities
• Commission pay

Weekly schedule:

• Monday to Friday
• Weekends as needed

Work setting:

• Hybrid work
• In the field
• Office

People with a criminal record are encouraged to apply

Ability to Relocate:

• Atlanta, GA 30337: Relocate before starting work (Required)

Work Location: Hybrid remote in Atlanta, GA 30337