Job Description
Pinnacle Financial Group is expanding our elite team in the heart of Atlanta, GA. We are seeking a driven, results-oriented Financial Advisor to join our immediate hire roster.
If you are passionate about helping clients build wealth and secure their financial future, this is the opportunity for you. We offer a competitive compensation package, mentorship from industry veterans, and a culture that values innovation and integrity.
Why Join Us?
- Immediate start available for top talent.
- Comprehensive training and ongoing support.
- Access to a wide range of investment products.
- Performance-based incentives.
Take the next step in your career today.
Responsibilities
- Client Relationship Management: Build and maintain long-term relationships with new and existing clients by understanding their financial goals and needs.
- Financial Planning: Develop comprehensive financial plans including retirement, estate, tax, and investment strategies tailored to individual client profiles.
- Portfolio Management: Manage investment portfolios, monitor market trends, and execute trades to maximize returns while mitigating risk.
- Business Development: Proactively generate new business through networking, community involvement, and referral programs.
- Market Analysis: Conduct thorough research on economic trends and financial products to provide informed advice to clients.
- Compliance: Ensure all activities adhere to FINRA regulations and company policies.
Qualifications
- Licensing: Must hold Series 7, Series 63, and Series 66 licenses (or willingness to obtain).
- Experience: Minimum 2-3 years of experience in financial services or wealth management.
- Education: Bachelor’s degree in Finance, Economics, or Business preferred.
- Communication: Excellent verbal and written communication skills with the ability to explain complex financial concepts clearly.
- Goal-Oriented: Proven track record of meeting sales targets and acquiring new clients.
- Tools: Proficiency in financial software and CRM systems.