Job Description
Join Atlanta's premier wealth management firm as a Financial Advisor! We provide all necessary equipment including laptops, CRM software, and market analysis tools to set you up for immediate success. Build your career in finance with full institutional support while serving high-net-worth clients in the vibrant Atlanta market.
What We Offer:
- State-of-the-art equipment and technology suite
- Comprehensive training program
- Competitive commission structure
- Health benefits and retirement plan
Responsibilities
- Develop personalized financial plans for clients including investments, retirement, and estate planning
- Build and maintain client relationships through regular portfolio reviews and consultations
- Analyze market trends and financial data to optimize client portfolios
- Collaborate with internal teams on complex wealth management strategies
- Meet/exceed sales targets for new client acquisition
- Stay current on financial regulations and product offerings
Qualifications
- Bachelor's degree in Finance, Business, or related field
- Series 7 and Series 66/63/65 licenses (required)
- 3+ years of financial planning/advisory experience
- Proven track record in client relationship management
- Strong analytical and presentation skills
- Ability to work independently and as part of a team
- Georgia residency or willingness to relocate