Boutique Wealth Advisor: Flexible, High-Impact Growth

The Piedmont Group; Dawsonville (GA); On-site; USD 70,000 - 150,000; Full time

Benefits offered by this job

Ongoing professional development

Career advancement opportunities

Job summary

A boutique financial planning firm seeks a driven Financial Advisor in Dawsonville, GA. This role offers opportunities for growth in a supportive environment, with responsibilities including guiding clients through financial planning and building lasting relationships. Candidates should be authorized to work in the U.S. and preferably have a background in sales or finance. Compensation ranges from $70,000 to $150,000 based on performance, and a strong understanding of financial planning is preferred.

Qualifications

• Authorized to work in the U.S. (no visa sponsorship required).
• Local candidate preferred.
• Prior sales experience is beneficial.

Responsibilities

• Guide clients through comprehensive financial planning.
• Develop new business proactively as a licensed advisor.
• Build personalized financial strategies for clients.

Skills

Client relationship building

Financial planning

Investment strategies

Risk management

Education

Bachelor's degree preferred

Tools

Life & Health licenses

SIE license

Series 66 license

Job description

A boutique financial planning firm seeks a driven Financial Advisor in Dawsonville, GA. This role offers opportunities for growth in a supportive environment, with responsibilities including guiding clients through financial planning and building lasting relationships. Candidates should be authorized to work in the U.S. and preferably have a background in sales or finance. Compensation ranges from $70,000 to $150,000 based on performance, and a strong understanding of financial planning is preferred.