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Financial Advisor/Wealth Manager - Atlanta

Georgia Financial Advisors

Brookhaven (GA)

On-site

USD 70,000 - 100,000

Full time

17 days ago

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Job summary

An established industry player is seeking motivated individuals to join their dynamic team as Financial Advisors. This role offers extensive training and support, enabling you to create tailored financial plans for clients while enjoying uncapped earning potential. With a focus on the unique needs of the working class, this innovative firm fosters a fun and fast-paced environment. If you possess strong people skills and an entrepreneurial spirit, this opportunity to thrive in the finance sector is perfect for you. Join a company that prioritizes your growth and success in the financial planning industry.

Qualifications

  • Energy and great people skills are essential for success.
  • Must obtain series licenses to qualify as a Financial Advisor.

Responsibilities

  • Identify and set appointments with potential clients.
  • Develop customized financial plans for clients.

Skills

People Skills
Entrepreneurial Spirit
Work Ethic

Education

Associate’s Degree in Business

Job description

4 days ago Be among the first 25 applicants

Georgia Financial Advisors provides the ability to create your own financial success through helping clients enjoy their own. Youdon’tneed 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 supportyou’llneed to be better than your best.

Being a Georgia financial advisor requires a contemporary way of thinking and doing. At GFA,we’vecompletely 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 relationship 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 sole focus of 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 withthe majority oftheir 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 industry-related field
  • Must obtain series licenses and qualify to be approved to be a Financial Advisorprior 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 an excess of $100,000.

  • Please visit our website athttps://www.georgiafa.com/
Seniority level
  • Seniority level
    Entry level
Employment type
  • Employment type
    Full-time
Job function
  • Job function
    Finance and Sales

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