Job Description
We are seeking a dynamic Financial Advisor to join our elite team in Atlanta, GA. This immediate hire opportunity offers uncapped earning potential and comprehensive benefits. As a trusted financial partner, you'll craft personalized wealth strategies for high-net-worth clients while building your practice in one of America's most vibrant financial markets.
Our award-winning training program and industry-leading technology stack ensure your success. Enjoy flexible scheduling, professional development stipends, and a collaborative culture that values innovation and client-centric solutions.
Responsibilities
- Develop comprehensive financial plans including investment portfolios, retirement strategies, and risk management solutions
- Cultivate and maintain relationships with high-net-worth individuals and families
- Exceed quarterly sales targets through proactive client acquisition and retention
- Stay current on market trends, tax regulations, and investment products
- Utilize CRM tools to track client interactions and pipeline progress
- Collaborate with internal teams (legal, tax, estate planning) for holistic client solutions
- Present financial recommendations and performance reports to clients
Qualifications
- FINRA Series 7, 66 (or 63/65) certifications required
- Minimum 3 years financial services/advisory experience
- Proven track record of meeting/exceeding sales targets
- Bachelor's degree in Finance, Business, or related field
- Exceptional communication and presentation skills
- Strong analytical abilities and financial modeling expertise
- Active Georgia state securities license
- CFP designation preferred