Financial Advisor – Build Client Wealth & Growth

Kaitlinponce

Atlanta (GA)

On-site

USD 55,000 - 85,000

Full time

14 days+

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Benefits offered by this job

401(k)
401(k) matching
Bonus based on performance
Competitive salary
Opportunity for advancement
Training & development

Job summary

Kaitlinponce is seeking a Financial Advisor to join their passionate team. The position offers a base salary, uncapped commission potential, and access to existing State Farm customer households. You'll provide comprehensive financial advice and build lasting relationships with clients.

The ideal candidate brings at least 2 years of financial services experience and required licenses (6, 63, and 65). The work is primarily in-office as part of a client-focused environment, supported by Wealth Academy training.

Qualifications

  • Licenses 6, 63, and 65 required.
  • Minimum 2 years of experience in financial services.
  • Proven relationship-building and advisory skills.

Responsibilities

  • Provide comprehensive financial advice and planning to clients.
  • Build lasting relationships through proactive communication and trust.
  • Partner with an experienced career agent to grow your business.

Skills

Relationship-building skills
Financial advisory skills
Judgment
Market knowledge

Education

Bachelor's degree

Tools

American Funds
BlackRock

Job description

Kaitlinponce is seeking a Financial Advisor to join their passionate team. The position offers a base salary, uncapped commission potential, and access to existing State Farm customer households. You'll provide comprehensive financial advice and build lasting relationships with clients.

The ideal candidate brings at least 2 years of financial services experience and required licenses (6, 63, and 65). The work is primarily in-office as part of a client-focused environment, supported by Wealth Academy training.

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