Financial Advisor/Wealth Manager - Savannah

Georgia Financial Advisors; Georgia; On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

One-on-one training from leaders

Comprehensive training program

Uncapped earning potential

Leadership & growth opportunities

Job summary

Georgia Financial Advisors provides you with extensive training, resources, and support to become a successful financial advisor, even if you have no prior financial experience. Energy, strong people skills, a hard work ethic, and an entrepreneurial spirit are valued.

The role includes one-on-one mentorship and a structured training program to prepare you for long-term success. As a Georgia financial advisor, you will identify potential clients, assess their financial needs, create tailored

Qualifications

• Associate’s degree required.
• Must obtain series licenses and qualify to be approved to be a Financial Advisor.
• Must be a U.S. or Permanent Resident.
• Willing to work in office.

Responsibilities

• Identify and set appointments with potential clients.
• Meet with clients to assess their financial needs.
• Develop customized financial plans to address clients’ goals.
• Maintain strong relationships with clients and track progress over time.
• Provide ongoing consultation and support.

Skills

People skills

Sales ability

Entrepreneurial spirit

Education

Associate’s degree in business or industry-related field

Job description

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.