Position Overview:
We are seeking an Account Manager for a company that aims to serve their clients through responsive insurance advising. The Account Manager will join an independently owned benefit and commercial insurance broker firm and is responsible for ensuring client satisfaction and retention through strategic relationship management. The Account Manager leads the renewal processes, facilitates open enrollment meetings, maintains carrier relations, and collaborates with internal teams.
Note: This position is a hybrid position, with the office in Roswell, GA. Applying for this position requires a background check conducted in accordance with federal and state requirements; therefore, applying for this role agrees to these terms.
Benefits:
Competitive Salary: $80,000 - $115,000Hybrid WorkHealth, Dental, and Vision InsurancePaid Time Off
Key Responsibilities:
Develop strong, loyal relationships with clients to ensure successful annual renewals.Promptly inform clients and key decision-makers regarding carrier changes.Lead the renewal process by initiating client conversations well in advance and coordinating with carriers to gather information.Facilitate Open Enrollment (OE) meetings for new and renewed business, as well as educating employees on benefits and addressing inquiries.Maintain positive carrier relationships to enhance market position and proactively secure assistance to meet client needs.Lead and collaborate effectively with internal teams through active communication and meeting participation.Profitably utilize CRM systems and accurately manage workflow updates to streamline processes.
Qualification Experience:
3+ years of experience in employee benefits or account management.Life and Health License required.Ability to multitask, establish priorities, and quickly build rapport with clients and prospects.Proficient in Microsoft Office.Strong communication skills, both written and verbal.Self-motivated, deadline-oriented, and committed to continuous skill development.
Company Values:
Follow Through - Solve all items and provide updatesHumble - Not arrogantHeart to Serve - Genuinely care about othersIntegrity - Do the right thingHeart to Learn - Care about your craft and want to improve in lifePerspective - Don't take yourself too seriously and family is priority
Sourced. is hiring on behalf of this company. For client confidentiality, we will not disclose our client's name until you are approved for an interview with the client.
Read LessThe Opportunity
We are seeking a VP, Advisor Solutions to serve as a senior relationship leader and strategic partner for our independent financial advisor client. This role focuses on delivering proactive practice management guidance to enhance advisor productivity, profitability, and scalability.
At a Glance
Compensation - $150,000 - $175,000 annual salaryLocation - Atlanta, GA 30345Benefits - Health, Dental, Vision, and Life Insurance, as well as 401(k), 15 days PTO, Short & Long Term Disability, and AFLACTravel: Required for advisor business reviewsFocus -Advisor Affiliation & Pipeline ManagementYour Impact
Relationship Management: Build deep, trusted partnerships with advisors and their teams as their primary strategic lead.Business Intelligence: Maintain comprehensive knowledge of advisor business models, demographics, and growth initiatives (travel required).Practice Consulting: Deliver proactive counsel on business development, operational efficiency, technology, and succession planning.Strategic Alignment: Partner with the Investment Solutions team to align product sourcing with advisor demand and market trends.Firm Advocacy: Drive advisor engagement and adoption of firm initiatives, platform enhancements, and available resources.Cross-Functional Collaboration: Coordinate with Operations, Compliance, and leadership to align firm policies with the advisor experience.Communication Governance: Review and approve advisor-facing communications to ensure brand alignment and strategic intent.Community Leadership: Lead the Strategic Advisory Council and foster community through workshops, webinars, and best-practice sharing.Event & Marketing Strategy: Collaborate with Marketing to develop conference content and articulate the firm’s value proposition.Technology Oversight: Provide strategic input on advisor-facing software and vendor relationships to maximize utility.Cultural Leadership: Contribute to a high-performance culture through collaborative thought leadership and a focus on advisor success.The Must-Haves:
Experience: Minimum 10 years in the securities or wealth management industry.Industry Background: Experience with independent advisors, RIAs, or broker-dealer environments.Credentials: FINRA Series 7, 63, 65/66 (Highly Preferred); CFP or ChFC (Bonus).Consulting Skills: Demonstrated ability to serve as a strategic business consultant with strong business acumen.Specialization: Prior experience in practice management or relationship management leadership.The "Bonus Points":
Technical Savvy: Proficiency with industry software and advisor technology platforms.Registrations: Relevant securities registrations.Communication: Exceptional verbal, written, and presentation skills, with the ability to influence others.Why Join This Team?
You will work at the intersection of strategy and execution. This isn't a high-volume call center environment; it’s a strategic sales and consulting role where you collaborate directly with the Transition and Marketing teams to ensure every new advisor you bring on is set up for long-term success.
Read LessThe Opportunity
We are seeking a high-potential Staff Accountant to join our client's team in Atlanta. Operating within a fast-paced environment, you will manage core general ledger maintenance, month-end closings, financial reporting, and complex commission structures.
About The Opportunity:
Compensation - $76,000 - $84,000 annual base salaryLocation - Atlanta, GA 30345Benefits - Health, Dental, Vision, and Life Insurance, as well as 401(k), 15 days PTO, Short & Long Term Disability, and AFLACHybrid Schedule - Three days in office per weekPromotional Opportunity - 18-24 month advancement to a Senior Accountant.Your Responsibilities:
Monthly Accounting Responsibilities: Assist in monthly financial closings including monthly journal entries and subledger reconciliation.Maintain balance sheet accounts and subledger reconciliations.Oversee accounting on non-revenue companies.Support budgeting and forecasting activities.Financial Reporting: Compile statistical, financial, accounting, or auditing reports and tables pertaining to such matters as cash receipts, expenditures, accounts payable and receivable, and profits and losses.Reconcile bank statements and record related accounting entries.Analyze and report weekly cash activity.Commission: Balance and post all commission transactions.Coordinate posting of commission adjustments.Provide advisor tracking.Documentation: Document and ensure proper keeping of financial records, making use of current technologies.Other duties as assigned.Required Experience:
Experience: Minimum 3-5 years of proven experience and related knowledge of GAAP, general ledger maintenance and month end closes.Advanced Excel: Experience using pivot tables, V-Look-up, IF functions, and importing/exporting data.Industry Background: Experience in the financial services, or related, industry.Confidentiality: Ability to maintain and claim responsibility for confidential information and documents.Interpersonal Relationships: High level of relationship skills essential with the ability to handle sensitive, stressful situations with poise, tact and diplomacy.Credentials: Series 27 and Associates or Bachelor’s degree (Highly Preferred).Specialization: Above-average ability to be flexible, organize, manage time and set/shift priorities while meeting deadlines.Collaboration: Team player with the ability to cultivate a team spirit within the department as well as maintain interdepartmental guidelines and procedures.Sourced. is hiring on behalf of this company. We will be working with all candidates during the hiring process. For client confidentiality, we will not disclose our client's name until you are approved for an interview with the client.
Read LessWhat We Are Looking For:
We are seeking a Financial Advisor who is interested in leading a highly respected advocacy and referral company expand into financial advisory services and to help build and grow this new offering from the ground up. You will serve as a primary point of contact for individual clients, providing comprehensive financial planning, investment guidance, and ongoing relationship management. This role is ideal for a seasoned advisor from a small practice who is excited by an entrepreneurial opportunity to help design processes, shape client experience, and grow a book of business.
Compensation And Benefits:
Base Salary Starting At $70,000 - $100,000 base salaryPhone Reimbursement - $50-$100 monthFull Benefits PackageYour Responsibilities:
Conduct in-depth discovery of clients’ financial situations, goals, time horizons, and risk tolerance, then develop and present personalized financial plans.Provide recommendations on retirement planning, investments, insurance, budgeting, and other personal finance needs, clearly explaining risks and benefits.Implement agreed-upon strategies, including coordinating investments and financial products consistent with a fiduciary standard and client best interests.Monitor client portfolios and financial plans, proactively recommend adjustments based on market conditions and life changes.Maintain regular, transparent communication with clients to build trust and long-term relationships, including periodic reviews and check-ins.Collaborate with marketing and leadership teams to attract and convert new clients from current audience base, including webinars, content, and events.Ensure compliance with all regulatory, licensing, and firm policies, including proper documentation, disclosures, and recordkeeping.Host both in-office (Atlanta, GA) and virtual client meetings as needed.Attend occasional evening or weekend client meetings or events as needed.Qualifications We Require:
7+ years of successful experience as a financial advisor, financial planner, or similar role in a small or independent practice setting.Proven track record of building and retaining a client base and meeting revenue or asset-growth targets.Active licenses as required for the products and services offered (for example Series 65/66 and applicable state registrations), or ability to obtain promptly.CFP, ChFC, or similar professional designation, or a clear plan and progress toward one. (Preferred)Familiarity with financial planning and CRM software tools.Bachelor’s degree in finance, accounting, business, economics, or a related field.Strong working knowledge of personal financial planning, retirement strategies, investments, and risk management/insurance.Excellent communication skills with the ability to explain complex financial concepts in clear, accessible language.High ethical standards and a client-first mindset; fiduciary orientation strongly preferred.Sourced. is hiring on behalf of this company. We will be working with all candidates during the hiring process. For client confidentiality, we will not disclose our client's name until you are approved for an interview with the client.
Read Less