Job Description
Join Atlanta's premier wealth management firm as a Financial Advisor and transform clients' financial futures. We're seeking a driven professional to build lasting client relationships while delivering personalized investment strategies. Our Atlanta office offers unmatched mentorship, cutting-edge technology, and a collaborative culture focused on growth. Enjoy competitive compensation, comprehensive benefits, and a clear path to partnership.
Responsibilities
- Develop comprehensive financial plans for high-net-worth clients
- Build and maintain robust client portfolios across asset classes
- Drive business development through targeted networking and referrals
- Stay current on market trends, regulations, and investment products
- Utilize CRM systems to track client interactions and opportunities
- Collaborate with tax and estate planning specialists
- Present quarterly portfolio reviews and market insights
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Series 7, 66 (or 63/65) and state insurance licenses required
- 3+ years experience in financial services or wealth management
- Proven track record in client acquisition and retention
- Strong analytical skills and investment knowledge
- Exceptional communication and presentation abilities
- CFP designation or progress toward certification preferred
- Atlanta market experience highly valued