Job Description
Join Atlanta's premier wealth management firm as a Senior Financial Advisor and transform clients' financial futures. We're seeking a driven professional to build lasting relationships while delivering comprehensive financial planning solutions. Our collaborative culture combines cutting-edge technology with personalized service, empowering you to thrive in a dynamic market.
Why Wealth Legacy Partners?
- Industry-leading training and mentorship program
- Comprehensive benefits package including 401(k) matchExclusive client acquisition support system
- Modern downtown Atlanta office with skyline views
Responsibilities
- Develop and execute personalized financial strategies for high-net-worth clients
- Build and maintain robust client portfolio through strategic networking
- Analyze market trends to optimize investment portfolios
- Present complex financial concepts through clear client education
- Collaborate with internal teams for comprehensive wealth solutions
- Meet/exceed quarterly revenue targets through consultative sales
Qualifications
- Series 7, 66, and state insurance licenses (or ability to obtain within 90 days)
- 3+ years of financial services experience with proven track record
- Bachelor's degree in Finance, Business, or related field
- Certified Financial Planner (CFP) designation preferred
- Exceptional communication and relationship-building skills
- Strong analytical abilities with data-driven decision making
- Atlanta market knowledge and established professional network