Job Description
Join Atlanta's premier wealth management firm as a Senior Financial Advisor and build your legacy. We're seeking elite professionals to service high-net-worth clients in the nation's financial capital. With uncapped commission potential, industry-leading training, and a robust client acquisition system, this role offers six-figure earning potential from day one. Our collaborative culture combines cutting-edge fintech tools with personalized client strategies to deliver exceptional outcomes.
Why Wealth Legacy Partners?
- Top-tier benefits including 401(k) matching and profit sharing
- Exclusive access to institutional investment platforms
- Generous relocation assistance for top talent
- Flexible hybrid work environment
Responsibilities
- Develop comprehensive financial plans for HNW clients ($500K+ AUM)
- Drive new client acquisition through strategic networking and referrals
- Execute complex portfolio strategies across equities, bonds, and alternative assets
- Lead quarterly portfolio reviews and annual financial planning sessions
- Collaborate with tax and legal specialists for integrated wealth solutions
- Maintain FINRA Series 7/66 certifications and ongoing education
- Utilize CRM software for client relationship management and pipeline tracking
Qualifications
- 5+ years of financial advising experience with HNW clientele
- FINRA Series 7 & 66/63/65 licenses (required)
- CFPĀ® or CFA designation preferred
- Proven track record of exceeding sales targets ($1M+ annual production)
- Exceptional presentation skills and financial acumen
- Strong Atlanta-based professional network
- Bachelor's degree in Finance, Economics, or related field
- Advanced proficiency in financial planning software (e.g., MoneyGuidePro)