Job Description
Join Atlanta's premier wealth management firm as a Senior Financial Advisor and transform your career into a high-earning profession. We're seeking elite professionals with a passion for financial excellence to serve high-net-worth clients in the dynamic Atlanta market. Enjoy uncapped earning potential, comprehensive benefits, and industry-leading training.
Our advisors average $180K+ annually with top performers exceeding $400K through our commission structure. Work in a collaborative environment with state-of-the-art technology and dedicated support staff.
Responsibilities
- Develop comprehensive financial plans for high-net-worth clients
- Manage investment portfolios exceeding $50M in assets under management
- Build and maintain client relationships through regular portfolio reviews
- Conduct market analysis and identify emerging investment opportunities
- Collaborate with legal/tax professionals for integrated solutions
- Meet quarterly revenue targets through strategic client acquisition
- Comply with FINRA regulations and SEC guidelines
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Series 7, 66, and Life/Health licenses
- Minimum 5 years experience in wealth management
- CFP or CFA designation preferred
- Proven track record with HNW client acquisition
- Advanced knowledge of investment vehicles and tax strategies
- Exceptional presentation and communication skills