The Forge Companies · 23 hours ago
Financial Advisor II
Atlanta, GA
Full-time
Onsite
Senior Level
5+ years expThe Forge Companies is a financial services firm, and they are seeking a Financial Advisor II to provide fiduciary-level financial planning and investment services to clients. The role involves managing a full book of clients, understanding the financial planning process, and working with clients to implement financial recommendations.
ConsultingFinancial ServicesWealth Management
Responsibilities
Work diligently to develop expertise in the financial planning process as employed by Advocacy Wealth Management for our unique client base which consists primarily of injured plaintiffs who receive a lawsuit recovery
Serve as the Financial Advisor and primary contact within the firm to provide fiduciary-level financial guidance to assigned clients
Work with clients and appropriate internal and external partners to implement all recommendations and solutions presented in the financial plan that are in the best interest of the client
Meet with clients regularly to update as necessary their financial plan to include the verification of their portfolio suitability and risk profile
Assume responsibility for proper review and documentation of the client’s financial situation
Identify additional planning opportunities through an assessment of the client's financial needs
Serve as a personal financial advisory resource for a client’s attorney and CPA
Establish and maintain excellent working relationships with various specialists who support client service and client development efforts. Serve as an advocate for clients with other business units
Monitor and update pertinent client information using the firm’s contact management system
Stay abreast of changing economic, legal, financial planning, investment, and general market and business issues and trends impacting clients
Ability to handle more complex clients and a larger book of clients
Initiate and/or be assigned to special projects
Other duties as assigned
Qualification
Required
Bachelor's four-year undergraduate degree or equivalent
5+ years of financial advisory experience
Series 65 licensed (will be required to obtain within 6 months, if not)
Life and Health Insurance licensed (will be required to obtain within 6 months, if not)
Ability to travel up to 40% of time for client meetings
Experience working directly with clients in financial services environment
Detail oriented, strong math, and analytical skills
Good organization and time management skills
Ability to communicate at all levels within the organization
Process oriented and can work with a team
Strong computer and software skills
Preferred
Certified Financial Planner designation strongly preferred
Company
The Forge Companies
The Forge Companies specialize in providing advice for wealth management and financial services.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Spooner Phillips IV
Chief Executive Officer
Recent News
2025-11-04
2025-03-03
2024-12-18
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