Build a Career That Makes an Impact At The Mill Financial Partners, we're a boutique financial strategy firm experiencing rapid growth. We develop exceptional Financial Advisors through mentorship, real client experience, and a passion for helping others. This is more than an entry-level position—it's a structured Advisor Development Program that prepares you to become a trusted Financial Advisor over the next two to three years. What You'll Do Attend client meetings alongside experienced advisors (approximately 50% of your time). Prepare meeting agendas, update eMoney plans, organize planning materials, and gather tax returns, legal documents, and investment statements (25%). Schedule meetings, answer routine client emails, follow up on paperwork, and coordinate implementation between clients, advisors, and operations team (25%). Route tax returns, investment statements, and Property & Casualty documents to the appropriate internal specialists. Serve as the liaison between clients, advisors, and operations team to ensure every recommendation is completed accurately and on time. Career Path Year 1: Learn our planning process, attend every client meeting, prepare planning materials, and coordinate implementation. Year 2: Lead portions of meetings and become the primary point of contact for routine client needs. Year 3: Conduct quarterly review meetings and transition into a Financial Advisor role. Who Thrives Here Eager to learn Excellent communicator Genuinely cares about helping others Highly detail oriented Loves checklists and organization Coachable and open to feedback Team player Takes initiative Qualifications Bachelor's degree in Finance, Financial Planning, Accounting, Business, or related field preferred Approximately two years of professional experience preferred but not required Strong communication, organization, and time management skills Licenses are appreciated but not required—we'll reimburse licensing costs and CFP® education. This Role Is Perfect For You If... You want to become an outstanding Financial Advisor. You enjoy building meaningful relationships. You love making people feel cared for. You take initiative and enjoy continuous learning. This Role Probably Isn't Right For You If... You're looking for a sales role immediately. You dislike details or organization. You prefer working independently. You're uncomfortable interacting with clients. What Causes Someone to Struggle Poor attention to detail Poor teamwork Not asking questions Waiting for direction instead of taking initiative Compensation & Benefits Starting salary of $60,000-$70,000 Quarterly performance bonus Health insurance stipend Licensing reimbursement CFP® reimbursement Hybrid work schedule Direct mentorship from experienced advisors Clear path to becoming a Financial Advisor Why Join The Mill? Because we're intentionally boutique, every client relationship matters, every team member matters, and every interaction matters. We're growing quickly but remain committed to quality, developing future leaders, and delivering an exceptional client experience. Our Philosophy We're less concerned with what you already know than we are with your character, work ethic, and desire to learn. If you're the type of person who takes initiative, loves helping others, and wants to become an exceptional Financial Advisor, we encourage you to apply.

Pay:

$60,000.00 - $70,000.00 per year

Education:

Bachelor's (Preferred)

Experience:

professional: 2 years (Preferred)

Work Location:

Hybrid remote in Sandy Springs, GA 30328