Job Description
Launch your finance career with Atlanta's premier wealth management firm! We're seeking motivated individuals with no prior experience to join our Financial Advisor Training Program. Our comprehensive 12-week curriculum covers investment strategies, client relationship management, and compliance regulations. Benefit from mentorship by industry veterans and accelerated career progression. Enjoy a collaborative culture focused on professional growth and client success. What We Offer:
- Industry-leading certification training (Series 65/66)
- Full benefits package (health/dental/vision)
- Performance-based bonuses
- Flexible work arrangements
- Continuing education stipend
Responsibilities
- Build client relationships through personalized financial planning
- Develop investment portfolios aligned with client goals
- Conduct market research and financial analysis
- Present investment opportunities to prospective clients
- Maintain compliance with FINRA regulations
- Collaborate with senior advisors on complex cases
- Track client portfolio performance and adjust strategies
Qualifications
- Bachelor's degree (any discipline acceptable)
- Strong communication and interpersonal skills
- Basic math proficiency and analytical mindset
- Goal-oriented with entrepreneurial drive
- Valid driver's license and reliable transportation
- Ability to pass FINRA licensing exams
- Proficiency in Microsoft Office Suite
- No financial experience required