Financial Advisor

Retirement Resource Center, LLC.; Alpharetta, Northern (GA, KY); Hybrid; USD 100,000 - 250,000; Full time

Benefits offered by this job

Lead generation provided

Marketing support

Job summary

Retirement Resource Center, LLC. in Alpharetta, GA is seeking a Financial Advisor to help grow the new Alpharetta location. This role offers base salary plus commission and access to qualified leads through the firm\'s marketing engine.

The position emphasizes delivering tailored financial plans, guidance on investments, insurance, retirement and long-term care strategies, and building lasting client relationships with strong service and communication. First-year earning potential is substantial.

Qualifications

• Strong analytical, organizational and problem-solving abilities.
• Excellent verbal and written communication skills.
• Proven ability to prioritize and manage multiple client needs efficiently.

Responsibilities

• Develop and present customized financial plans for clients.
• Provide guidance on investments, insurance, annuities, retirement, and long-term care strategies.
• Build, manage and retain client relationships through superior service and communication.
• Conduct 5–10 new prospect meetings weekly (appointments provided by the firm).
• Represent the firm at seminars, webinars, and other client acquisition events.

Skills

Analytical skills

Communication skills

Multi-tasking

Sales mindset

Education

College degree

Job description

Are you ready to join a thriving team where your success is our priority? Are you self‑motivated, driven, and committed to delivering outstanding client service? If you thrive in a fast‑paced environment, enjoy building lasting client relationships, and want to provide meaningful financial leadership, we want to hear from you.

Our well‑established and rapidly growing financial firm, based in Marietta, GA, is expanding into a second office in Alpharetta. We\'re seeking a Financial Advisor to help lead the growth of this new location, backed by an established firm with a strong local reputation and marketing engine already in place.

Base salary + commission opportunity. $100,000–$250,000 first-year earning potential.

Key Responsibilities

• Develop and present customized financial plans tailored to client goals


• Provide guidance on investments, insurance, annuities, retirement, and long-term care strategies


• Build, manage, and retain strong client relationships through superior service and communication


• Conduct 5–10 new prospect meetings weekly (appointments provided by the firm)


• Represent the firm at seminars, webinars, and other client acquisition events

Qualifications

• College degree


• Minimum of 3 years' experience in financial services, with a strong emphasis on sales


• Life and Health Insurance License and Series 65 required


• CFP®, CPA®, or a Graduate degree is a plus


• Strong analytical, organizational, and problem-solving skills


• Excellent verbal and written communication abilities


• Proven ability to prioritize and manage multiple client needs efficiently

About the Firm

This firm manages 11 publicly traded funds on the NYSE and has a weekly national segment on a major business news network, along with a strong local presence in TV, radio, and seminar marketing. Advisors are provided qualified leads through the firm\'s seminar program and marketing efforts, so you\'re not building a pipeline from scratch. The culture is collaborative and values‑driven, centered on client‑first holistic planning.