Job Description
Join Atlanta's premier wealth management team and elevate your career as a Financial Advisor! We provide industry-leading equipment, comprehensive training, and a collaborative environment to help you thrive. Build lasting client relationships while making a tangible impact on Atlanta's growing financial landscape.
Why Join Us?
- State-of-the-art office equipment and technology suite
- Generous marketing and lead generation support
- Continuing education stipend and professional development
- Comprehensive benefits package including 401(k)
- Flexible work arrangements and modern office space
Responsibilities
- Develop and execute personalized financial plans for high-net-worth clients
- Build and maintain robust client relationships through regular portfolio reviews
- Drive new business development through strategic networking and referralsAnalyze market trends to recommend investment opportunities
- Utilize provided CRM and financial planning software for client management
- Collaborate with internal teams to deliver holistic wealth solutions
- Stay updated on financial regulations and compliance requirements
Qualifications
- FINRA Series 7 and 66/63/65 licenses required
- 3+ years of financial planning/advisory experience
- Proven track record of client relationship management
- Bachelor's degree in Finance, Business, or related field
- Exceptional communication and presentation skills
- Strong analytical abilities and attention to detail
- Atlanta-based professional network preferred
- Certified Financial Planner (CFP) designation a plus