Job Description
Join Atlanta's premier wealth management firm as a Senior Financial Advisor and transform clients' financial futures. We're seeking elite professionals with a passion for high-net-worth financial planning. Enjoy premium benefits including unlimited PTO, 401(k) matching, and exclusive industry certifications. Our Atlanta office offers a collaborative, high-energy environment with cutting-edge technology and dedicated support staff. This role combines competitive compensation with uncapped earning potential through our industry-leading commission structure.
Responsibilities
- Develop comprehensive financial plans for high-net-worth clients using advanced portfolio management strategies
- Cultivate and expand client relationships through personalized wealth advisory services
- Lead investment portfolio optimization aligned with clients' risk tolerance and goals
- Drive revenue growth through strategic business development and networking
- Maintain FINRA Series 7/66 licenses and CFP designation
- Collaborate with internal teams to deliver seamless client experiences
- Stay current with market trends and regulatory changes affecting financial advisory
Qualifications
- 5+ years of experience in financial advisory or wealth management
- Valid FINRA Series 7 and 66 licenses (or equivalent)
- CFP, CFA, or ChFC designation strongly preferred
- Proven track record managing $50M+ in client assets
- Exceptional communication and presentation skills
- Strong network of high-net-worth individuals in Atlanta
- Proficiency in financial planning software (e.g., MoneyGuidePro)
- Bachelor's degree in Finance, Economics, or related field