Work Hard, Play Hard – It’s What We Do

Are you ready to bring your passion for helping others to a firm that is growing every day? We are looking for motivated individuals to help our clients pursue their goals, and we also take time to celebrate our successes.

We’re always on the lookout for team members who will make us better –

and who share our six core values that drive how we treat our clients and each other.

Client First

The client’s interest comes first. Always.

Third Dimension of Trust

Anticipate needs and deliver.

Care Factor

Give your all, even when it’s not convenient to do so.

Adaptable

Evolve and improve, every day.

Innovative

Push the boundaries. Stretch the standard.

Get Stuff Done

Do what you say you will.

Benefits

We Deliver the Expected

  • Health Insurance
  • Dental Insurance
  • 401(k) with Match
  • Parental Leave
  • Paid Time Off
  • Flexible Schedule

And Take Pride in the Unexpected

  • Dress for Your Day
  • Professional Development
    Reimbursement
  • Stock Incentive Plan
  • Free Coffee & Healthy Snacks
  • Company Swag
  • Paid Volunteer Days
  • Financial Planning Services
  • Discounted Investment Rates

Current Job Opportunities: 

Jon Baker Financial Group is a financial planning firm headquartered in Atlanta, GA.  We work with a limited number of successful clients and strive to build lasting relationships with them based on a personal approach, best-in-industry service, and a commitment to achieving their individual compelling vision of the future.  People at our firm want to be the best and are clear about fulfilling our mission to our clients and each other.

Current Positions:
Senior Wealth Advisor

Who We Want

A Senior Wealth Advisor to establish new client relationships in addition to providing advisory services and support to current clients.

What To Expect

  • Build and maintain relationships with prospects and referrals with a major focus on acquiring new clients.
  • Source prospective client opportunities by capitalizing on networking and referrals
  • Provide information/education to clients and prospects about the purpose and details of financial products, services, and strategies.
  • Transition clients to Wealth Advisors on their team as needed or appropriate
  • Promote established investment models and strategies that are suitable for our targeted clients
  • Servicing client needs and requirements as determined through client interaction
  • Promote the firm’s wealth enhancement planning services and Trust services
  • Adhere to all company and industry supervisory guidelines and policies
  • Participate in daily morning advisor meetings, training, and continuing education requirements.
  • Provide positive and professional service to the client base assigned.
  • Work with their team to handle all communication with the client base including phone calls, emails and meetings.
  • Review investment products currently held in clients’ accounts, both advisory and brokerage, and reallocate to the appropriate model to help clients meet their financial objectives.
  • Maintain all continuing education requirements of a senior wealth advisor plus required training elements.
  • Attend firm client events.

What You Need

  • Strong business development skills
  • Excellent interpersonal & communication skills
  • Excellent attitude and an extraordinary client service orientation
  • A genuine interest in serving and caring for other people
  • Excellent organizational and time management skills
  • Ability to handle multiple tasks and priorities simultaneously
  • Willing to work nights and weekends as needed

Preferred Education and Experience

  • 5 to 10 or more years of investment advisory experience
  • Bachelor’s degree or higher strongly preferred
  • Active Series 65
  • Active Series 7 and 63 are optional
  • Clean U-4 and U-5 history
  • Certified Financial Planner (CFP) preferred
  • Certified Financial Analyst (CFA) desirable

In exchange for your expertise, we offer a base salary, bonus potential, 401(k) plus matching, health benefits, and a great working environment. This is your chance to play a key role in the continued success of our company.

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.