Business Associate

OnePoint BFG Wealth Partners Role Located in Atlanta, GA (in-office)

At OnePoint BFG Wealth Partners
, we are committed to empowering our partner advisors by providing exceptional financial advice and solutions. We believe in having a positive impact on the lives of those around us—our family members, friends, clients, and other members of the community. As a leading RIA firm, we are experiencing rapid growth and are seeking a dynamic and driven individual to join our team as a New Business Associate, this role is located in our Atlanta, GA office.

The New Business Associate is a critical member of the wealth management team, responsible for the end‑to‑end onboarding experience for all new prospects and clients. This role serves as the primary liaison during the transition into the firm, ensuring a seamless data collection process, accurate system integration, and proactive communication until the client is fully transitioned to their permanent service team.

• Client Onboarding & Salesforce Management:
  Lead the onboarding process by collecting essential information from prospects and clients, facilitating all necessary paperwork and applications, and ensuring all data is accurately entered into the Salesforce CRM.
• Financial Plan Data Collection:
  Direct the collection of comprehensive financial data required to build robust financial plans.
• Technology Integration (eMoney & Orion):
  Link client accounts to eMoney Advisor and maintain rigorous labeling consistency across both eMoney and Orion platforms to ensure accurate reporting.
• Dedicated Prospect Communication:
  Act as the central point of contact for new clients throughout the planning phase, providing updates and guidance until they are formally transitioned to an Associate Wealth Advisor (ARS) or Client Service Associate (CSA).
• Asset Management Implementation:
  Facilitate the setup and implementation of Pontera for held‑away assets and Brokerage Link accounts for retirement plan participants.
• Insurance & Annuity Processing:
  Manage the processing of new annuities and ensure all Suitability information is properly captured and documented for compliance.

• Experience:
  
  2+ years of experience in financial services, ideally in a client onboarding or support role.
• Technical Proficiency:
  Expertise in Salesforce, eMoney Advisor, and Orion is highly preferred.
• Attention to Detail:
  Exceptional data entry skills with a focus on maintaining naming conventions and data integrity across multiple platforms.
• Communication:
  Strong interpersonal skills with the ability to explain complex onboarding steps to clients clearly and professionally.
• Education:
  
  Bachelor’s degree in Finance, Business, or a related field preferred.

Joining our team means becoming part of a firm recognized by Financial Planning as one of the RIA to work for—a distinction that reflects our deep commitment to our people and our culture.

Here is why you should build your career with us:

• Impactful Growth
  :
  You will play a key role in the success of a leading firm, where your contributions directly influence our trajectory in a rapidly expanding industry.
• Award‑Winning Culture
  :
  Work in a collaborative, supportive environment that prioritizes team cohesion and mutual success.
• Competitive Rewards
  :
  We offer a top‑tier salary and comprehensive benefits package designed to attract and retain the industry’s best talent.
• Professional Advancement
  :
  Benefit from continuous development opportunities and long‑term career progression.