Financial Advisor/Wealth Manager - Savannah, GA

Georgia Financial Advisors; Savannah (GA); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

One-on-one training

Comprehensive training program

Uncapped earning potential

Career growth opportunities

Job summary

Georgia Financial Advisors is seeking energetic individuals to join our team and help clients achieve financial success. No prior financial experience is required, as we provide extensive training and resources to support you in becoming a successful advisor.

Our culture blends a modern approach with a practical focus on helping working-class clients realize their dreams through comprehensive financial planning and wealth management.

Qualifications

• Associate’s degree in business or related field.
• Must obtain series licenses and 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.
• Prior financial experience is not required; extensive training is provided.

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 and strengthen relationships with clients over time.
• Provide ongoing consultation and support.

Skills

People skills

Strong work ethic

Entrepreneurial spirit

Education

Associate’s degree in business or related field

Job description

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 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 soul 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 include
• 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 industry-related field
• Must obtain series licenses and qualified 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 an financial advisor. Average earnings of a first- year Financial Advisors exceed $70,000 with top earner making an excess of $100,000.

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