Financial Advisor/Wealth Manager - Atlanta, GA

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

Job summary

Join a forward-thinking firm that is revolutionizing financial advice. As a Financial Advisor, you will have the opportunity to help clients achieve their financial dreams while enjoying uncapped earning potential. With extensive training and support from seasoned leaders, you'll develop the skills necessary to create customized financial plans and maintain strong client relationships. This dynamic and fast-paced environment is perfect for those with energy and a strong work ethic. If you're ready to take charge of your career and make a real impact, this is the place for you!

Qualifications

• Strong people skills and a willingness to learn are essential.
• Must obtain necessary licenses to become a Financial Advisor.

Responsibilities

• Identify and set appointments with potential clients.
• Develop customized financial plans for clients.
• Maintain strong relationships and provide ongoing support.

Skills

People Skills

Work Ethic

Entrepreneurial Spirit

Financial Planning

Consultative Selling

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. 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 covering 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 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 be qualified to be approved as a Financial Advisor prior to starting in the office
• Must be a U.S. or Permanent Resident
• Willing to work in the office
• Compensation will be given after completion of licenses and qualifications to be a financial advisor. Average earnings of first-year Financial Advisors exceed $70,000, with top earners making over $100,000.

Visit our website at http://www.georgiafa.com

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Finance, Marketing, and Sales

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