Job Description
Join our award-winning Atlanta financial advisory team and accelerate your career with premium equipment and resources. We provide cutting-edge technology, CRM systems, and marketing tools to ensure your success from day one. This is your opportunity to build a thriving practice while making a tangible impact on clients' financial futures in one of America's most dynamic markets.
Responsibilities
- Develop comprehensive financial plans for high-net-worth individuals and families
- Leverage provided tech tools for client portfolio management and market analysis
- Execute strategic client acquisition campaigns using supplied marketing resources
- Conduct financial needs assessments and deliver tailored investment solutions
- Utilize provided CRM system for client relationship management and retention
- Collaborate with cross-functional teams using integrated digital platforms
- Meet growth targets using performance analytics tools
Qualifications
- FINRA Series 7 & 66 licenses (or ability to obtain within 90 days)
- Bachelor's degree in Finance, Business, or related field
- 3+ years of financial services or sales experience
- Proficiency in financial planning software (training provided)
- Strong presentation skills with client-facing experience
- Track record of meeting or exceeding sales targets
- Ability to utilize provided technology for client engagement