Job Description
Join our award-winning wealth management firm as a Senior Financial Advisor in Atlanta, GA. We're seeking a driven professional to build high-net-worth client portfolios while earning uncapped commission potential. Enjoy hybrid work, premium benefits, and a culture of continuous growth. If you excel in client relationships and financial strategy, this is your opportunity to elevate your career.
Responsibilities
- Develop comprehensive financial plans for high-net-worth clients
- Manage investment portfolios exceeding $1M AUM
- Drive new client acquisition through strategic networking
- Conduct retirement planning and risk analysis sessions
- Collaborate with internal tax and estate specialists
- Maintain FINRA Series 7/66 certifications
- Utilize CRM systems for client relationship management
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- 5+ years of financial advising experience
- Current Series 7 & 66 licenses
- Proven track record with HNW client acquisition
- Strong presentation and negotiation skills
- CFP or CFA designation preferred
- Exceptional knowledge of GA financial regulations