Job Description
Join Atlanta's premier wealth management firm as a Financial Advisor and transform your career in finance. We're seeking dynamic professionals to build client portfolios, deliver investment strategies, and drive financial growth for high-net-worth individuals. Enjoy uncapped earning potential, comprehensive training, and a culture of excellence in the heart of Georgia's financial district.
Responsibilities
- Develop and implement personalized financial plans for 50+ high-net-worth clients
- Manage investment portfolios exceeding $50M in total assets under management
- Conduct market research and analysis to inform strategic recommendations
- Build and maintain referral networks with attorneys, accountants, and business partners
- Meet quarterly revenue targets while maintaining 95% client satisfaction
- Stay current on SEC/FINRA regulations and industry best practices
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Series 7, 66, and state life/health insurance licenses required
- 3+ years of financial planning/advisory experience with AUM over $30M
- Proven track record of exceeding sales targets (120%+ YOY growth preferred)
- Advanced proficiency in CRM platforms (Salesforce) and portfolio management tools
- Exceptional presentation skills and CFP designation strongly preferred