Financial Advisor

Netevia Platinum Direct; Georgia; On-site; USD 90,000 - 210,000; Full time

Benefits offered by this job

State-of-the-art technology access

Supportive team environment

Flexible business practices

Job summary

A financial services firm in Georgia is seeking experienced Financial Advisors who have a minimum of $15 million AUM. This role offers independence and the ability to cultivate a personal business within a supportive team. Advisors will have access to advanced technology and customizable business frameworks, allowing for tailored growth and high competitive payouts.

Qualifications

• Must have at least $15 million AUM.
• Established advisor or capable of rapid growth.
• Ability to develop business independently.

Responsibilities

• Provide financial advisory services to clients.
• Utilize state-of-the-art technology and resources.
• Customize business practices to optimize efficiency.
• Access banking and lending services to enhance client offerings.
• Negotiated compensation packages aligned with performance and client transition needs.

Skills

Financial advisory experience

Client relationship management

Portfolio-building strategies

Job description

We are seeking Financial Advisors for a client in the Buckhead, GA area. Whether you're an established advisor with a large book of business seeking options for independence, better support, higher payouts, etc. Or an advisor with a smaller book interested in rapid growth and portfolio-building opportunities with no restrictions, no products or service sales obligations, etc, then we would LOVE to speak with you!!!

• As an advisor, you can expect independence, freedom, and interaction with a supportive team of experienced advisors in Class A office space with access to state-of-the-art technology and resources to help you conduct your business effectively and efficiently.
• There are neither product obligations nor burdensome limitations on how you conduct your business. Develop your business, your way - Use your unique skill sets.
• Flexible open architecture platform - Customize and build your business. We give you the time to concentrate on areas that make you most efficient and profitable. Leave the back office, compliance, administrative tasks, and business operations to us.
• Access to Banking and Lending services
• Highly competitive payout- For the right fit we will customize a package that meets all of your compensatory expectations and a plan to ensure a seamless transition for you and your clients.

Interested applicants must have at least 15million AUM.