Financial Advisor: Investment & Insurance Planning

Default Brand; Alpharetta (GA); On-site; USD 60,000 - 80,000; Full time

Job summary

A community-focused financial institution in Alpharetta is looking for a Financial Advisor. In this role, you will provide investment products to clients, understand their needs, and offer guidance. Responsibilities include consulting on financial strategies, maintaining client relationships, and ensuring compliance with regulations. The ideal candidate has relevant sales experience and holds necessary financial licenses. This full-time position offers a dynamic work environment with opportunities for growth.

Qualifications

• 2 years of related sales experience and/or financial services experience.
• Ability to provide sound financial recommendations and guidance to clients.
• Proficient in Microsoft Office products.

Responsibilities

• Consult on investment and insurance strategies for clients.
• Meet annual revenue goals and develop sales plans.
• Own the client experience and handle service efficiently.

Skills

Sales experience

Client relationship management

Financial products knowledge

Analytical skills

Communication

Organizational skills

Education

FINRA Series 7 license

FINRA Series 66 license (or 63 and 65)

State life and health licenses

2 years of related experience

Tools

Microsoft Office

Job description

A community-focused financial institution in Alpharetta is looking for a Financial Advisor. In this role, you will provide investment products to clients, understand their needs, and offer guidance. Responsibilities include consulting on financial strategies, maintaining client relationships, and ensuring compliance with regulations. The ideal candidate has relevant sales experience and holds necessary financial licenses. This full-time position offers a dynamic work environment with opportunities for growth.