Senior Financial Advisor

Parcion Private Wealth is looking for a dynamic leader to help our firm execute on its promise to help clients reach their goals and aspirations. We are seeking an experienced Senior Family Wealth Advisor to join our firm. Our ideal candidate is a highly motivated team player that exemplifies our firm’s Core Values. This is your opportunity to play a critical role in the future success of a fast-growing Registered Investment Advisor (RIA) and boutique virtual family office.

Our mission at Parcion is to champion wealth creators, entrepreneurs, innovators, and their families by guiding them through life-changing liquidity events and helping to maximize the positive impact they have on their communities and the world. If you have a relentless, burning desire to succeed, and share our vision, then we would love to hear from you!

Responsibilities:

• Serve as a relationship manager for assigned clients, driving the implementation of recommendations in the four...

MDT Institute is a newly established educational institution in Duluth, GA. Our parent corporation has been successfully helping students achieve their educational goals since 1997. MDT Institute is institutionally accredited by the Accrediting Bureau of Health Education Schools (ABHES). We are currently seeking a full-time Senior Financial Aid Advisor to join our team of exceptionally motivated and passionate professionals. This is an opportunity for a determined individual to help prospective students understand their financial options to further their educational and career goals.

SUMMARY:

This person takes responsibility for high quality customer service specific to student accounts by implementing the college financial aid procedures, policies, and guidelines. Person interacts with students, parent, and the public community on a daily basis. Must be able to communicate financial information in a professional and courteous manner, to...

Working within a team of financial planners and assisting the team in plan prep, integrating client accounts to the software, and moving clients along the financial planning continuum.

-ability to lead certain firm client relationships

-no production requirements or expectations

-strong work ethic required and the ability to multi-task

-high level of organization

-basic understanding of insurance (life, disability, and long-term care) preferable

-join the firm recently awarded Kestra's Top Firm for Growth in the country (2023)

Requirements

4 year degree and 3 years of industry experience (preferred)

-preferably a degree in finance or accounting

-desire to seek the CFP designation in 2-3 years

Benefits

Base salary ($80K-100K) with targeted 5-10% bonus as a percentage of salary

401(k) with a 3% match and potential for profit-sharing (currently a safe harbor plan...