Job Description
Join Atlanta's premier wealth management firm as a Financial Advisor! We provide state-of-the-art equipment including dual monitors, CRM software, and market analytics tools to ensure your success. Build your dream career with uncapped earning potential while serving diverse clients in one of America's fastest-growing financial markets.
Why Join Us?
- Full equipment package provided (laptop, monitors, CRM access)
- Comprehensive training program and mentorship
- Health, dental, and vision insurance
- 401(k) with company match
- Performance-based bonuses and profit sharing
Responsibilities
- Develop personalized financial plans for high-net-worth individuals
- Manage investment portfolios and retirement strategies
- Build and maintain client relationships through consultative selling
- Utilize provided CRM software for client acquisition and retention
- Analyze market trends and financial data using provided tools
- Conduct educational seminars on wealth management topics
- Collaborate with cross-functional teams for complex solutions
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Series 7 and Series 66/65 licenses required
- Minimum 3 years financial advisory experience
- Proven track record in client relationship management
- Strong analytical and presentation skills
- Ability to leverage provided technology tools effectively
- Georgia state insurance license (Life/Health)