Financial Advisor Trainee — Mentored, Uncapped Earnings

Georgia Financial Advisors; Savannah (GA); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

One-on-one mentoring

Comprehensive training in financials

Uncapped earning potential

Executive Leadership Development Prog.

Fast-paced culture

Licensing support

Job summary

Georgia Financial Advisors is seeking motivated sales-focused individuals to become licensed financial advisors. No finance background or college degree required; training will cover financial planning, portfolio analysis, consultative selling, client service, and compliance.

You will identify prospects, set meetings, and guide clients through tailored financial plans while building long-term relationships.

Qualifications

• Excellent communication and active listening skills.
• Ability to build trust quickly with potential clients.
• Willingness to learn financial planning and sales process.

Responsibilities

• Identify and set appointments with potential clients.
• Meet with clients to assess financial needs and goals.
• Develop customized financial plans for clients.
• Build lasting relationships and track client progress over time.

Skills

Strong communication

Rapport building

Coachable

Entrepreneurial mindset

Sales experience

Job description

Georgia Financial Advisors is seeking motivated sales-focused individuals to become licensed financial advisors. No finance background or college degree required; training will cover financial planning, portfolio analysis, consultative selling, client service, and compliance.

You will identify prospects, set meetings, and guide clients through tailored financial plans while building long-term relationships.