Job Description
Join Atlanta's premier wealth management firm as a Senior Financial Advisor and transform your career in one of America's fastest-growing financial hubs. We're seeking dynamic professionals to build high-net-worth portfolios for ultra-affluent clients while enjoying uncapped earning potential. Our comprehensive training program, exclusive client acquisition support, and industry-leading tech stack ensure your success in this lucrative role.
Located in the heart of Atlanta's financial district, you'll collaborate with top-tier professionals in a culture that rewards innovation and client-centric solutions. Enjoy flexible work arrangements, continuous professional development, and benefits designed for financial excellence.
Responsibilities
- Develop and execute comprehensive financial strategies for HNW/UHNW clients (avg. portfolio $2M+)
- Drive new business acquisition through our established referral network and proprietary CRM
- Conduct in-depth portfolio analysis and rebalancing using advanced modeling tools
- Lead client meetings on estate planning, tax optimization, and retirement strategies
- Mentor junior advisors and contribute to firm-wide best practices
- Maintain FINRA Series 7/66 certifications and ongoing CE requirements
Qualifications
- Minimum 5 years experience in financial services with proven track record
- FINRA Series 7 and 66/63/65 certifications required
- CFPĀ® or CFA designation strongly preferred
- Documented $5M+ AUM management experience
- Exceptional presentation skills and client relationship expertise
- Proficiency in portfolio management software (e.g., MoneyGuidePro, Envestnet)
- Strong network of affluent professionals in Atlanta metro area