Financial Advisor/Wealth Manager - Atlanta

Georgia Financial Advisors; Atlanta (GA); On-site; USD 70,000 - 100,000; Full time

Job summary

An established industry player is seeking motivated individuals to join their team as Financial Advisors. This role offers the unique opportunity to help clients achieve financial success through personalized planning and support. With a focus on comprehensive financial strategies, the company provides extensive training and resources to ensure you excel in your career. Enjoy uncapped earning potential and significant growth opportunities within a dynamic, fast-paced environment. If you possess a strong work ethic and great people skills, this is the perfect chance to launch your financial career.

Qualifications

• No prior financial experience required, but energy and people skills are essential.
• Must obtain series licenses to qualify as a Financial Advisor.

Responsibilities

• Identify and set appointments with potential clients.
• Develop customized financial plans to meet clients' goals.

Skills

People Skills

Work Ethic

Entrepreneurial Spirit

Education

Associate’s Degree in Business

Job description

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Anyone can be a millionaire, with the right plan and advisor.

Georgia Financial Advisors provides the ability to create your own financial success through helping clients enjoy their own. You don’t need prior financial experience to join our team, but you do need energy, great people skills, a strong work ethic, and an entrepreneurial spirit. We will provide you with extensive training, resources, and the support you’ll need to be better than your best.

Being a Georgia financial advisor requires a contemporary way of thinking and doing. At GFA, we’ve completely reinvented the concept of financial advice to provide our clients with a whole new level of relaxation for their futures. Unlike most advisors, we go beyond the traditional focus of our clients’ personal and financial lives by considering a more important aspect of their financial picture: their profession.

On a daily basis, our advisors:

1. Identify and set appointments with potential clients
2. Meet with clients to assess their financial needs
3. Develop customized financial plans to address each of the clients' desired goals
4. Maintain strong relationships with clients, helping them track their progress over time
5. Provide ongoing consultation and support

GFA is different from other firms for many reasons, but our "Google meets Wall Street" culture really sets us apart. Our fun, fast-paced, yet laid-back mentality has helped us become a fast-growing firm that specializes in the unique needs of the working class with a focus on comprehensive financial planning and wealth management services to help our clients realize their dreams.

Some features this position includes:

• One-on-one training from seasoned leaders in the local financial planning industry
• A comprehensive training program covering financial planning, analyzing investment portfolios, management and recommendations, marketing techniques, consultative selling, client service, and regulatory compliance
• Uncapped earning potential – advisors can make $100,000+ in their first year; compensation is primarily results-based
• Significant career growth opportunities within the company, including leadership programs (District Manager, Field Vice President, and more)

Job Requirements:

• Associate’s degree in business or a related field
• Must obtain series licenses and qualify to be approved as a Financial Advisor before starting in office
• Must be a U.S. or Permanent Resident
• Willing to work in the office

Compensation will be provided after meeting licensing and qualification requirements. The average earnings of a first-year Financial Advisor exceed $70,000, with top earners making over $100,000.

Please visit our website at https://www.georgiafa.com/

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Finance and Sales

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