Job Description
Launch your finance career with Wealth Growth Partners, Atlanta's premier wealth management firm! We're seeking passionate, motivated individuals to join our Financial Advisor training program – no prior experience required. Our 12-week intensive program will equip you with industry-leading certifications, client acquisition strategies, and portfolio management skills. Benefit from mentorship by top-performing advisors, uncapped commission potential, and a clear path to becoming a Certified Financial Planner (CFP). Join our team-driven culture committed to financial literacy and client success in one of America's fastest-growing financial markets.
Responsibilities
- Build and nurture client relationships through personalized financial planning
- Develop comprehensive investment portfolios aligned with client goals
- Conduct financial needs analysis and retirement planning sessions
- Execute strategic client acquisition and networking initiatives
- Stay current on market trends and regulatory changes
- Collaborate with cross-functional teams for holistic client solutions
- Maintain compliance with FINRA and SEC regulations
Qualifications
- High school diploma or equivalent (Bachelor's degree preferred)
- Exceptional communication and interpersonal skills
- Strong aptitude for financial concepts and numerical analysis
- Proven self-motivation and goal-oriented mindset
- Valid Series 65/66 or willingness to obtain immediately
- Georgia resident with ability to obtain state securities license
- Proficiency in CRM software (Salesforce experience a plus)