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Financial Advisor/Wealth Manager - Atlanta

Georgia Financial Advisors

Atlanta (GA)

On-site

USD 70,000 - 100,000

Full time

9 days ago

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Job summary

Join a forward-thinking firm that redefines financial advising! As a Financial Advisor, you'll help clients achieve their financial goals while enjoying extensive training and support. This role offers uncapped earning potential, with first-year advisors earning over $100,000. Experience a unique culture that blends a fun, fast-paced environment with a focus on comprehensive financial planning. If you have great people skills and an entrepreneurial spirit, this is the perfect opportunity to launch your career in financial advising.

Qualifications

  • Must obtain series licenses to qualify as a Financial Advisor.
  • No prior financial experience needed, but strong interpersonal skills required.

Responsibilities

  • Identify and set appointments with potential clients.
  • Develop customized financial plans for clients.
  • Provide ongoing consultation and support.

Skills

People Skills
Work Ethic
Entrepreneurial Spirit

Education

Associate’s Degree in Business

Job description

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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:

  • Identify and set appointments with potential clients
  • Meet with clients to assess their financial needs
  • Develop customized financial plans to address each of the clients' desired goals
  • Maintain strong relationships with clients, helping them track their progress over time
  • 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 from the rest. 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 providing 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 that includes financial planning, analyzing investment portfolios, management and portfolio recommendations, marketing techniques, consultative selling, client service, and regulatory compliance
  • Uncapped earning potential – advisors can make $100,000+ in their first year; advisors must be comfortable with the majority of their compensation coming from their results
  • Significant career growth opportunities within the company, including a leadership program (District Manager, Field Vice President, and other opportunities)

Job Requirements:

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

Compensation will be given after completion of licenses and qualifications met for being a Financial Advisor. Average earnings of a first-year Financial Advisor exceed $70,000 with top earners making over $100,000.

Seniority level
  • Entry level
Employment type
  • Full-time

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