Lead Financial Advisor: Grow New Clients In-Office GA

Bella Advisors, Inc.; Roswell (GA); On-site; USD 90,000 - 150,000; Full time

Job summary

Bella Advisors, Inc. is seeking a Lead Financial Advisor for our Roswell/Alpharetta, GA office. This full-time, in-office role is not remote or hybrid.

You’ll focus on meeting with prospective clients, building relationships, and helping people retire with confidence while our firm handles marketing, operations, and compliance. The ideal candidate embraces a comprehensive planning approach, delivers the Bella Retirement Blueprint, and thrives on winning new business.

Qualifications

• Appropriate securities licensing is required for advisory responsibilities.
• Retirement planning experience and professional designations are valued.

Responsibilities

• Turn prospective clients into lifelong Bella Advisors clients.
• Lead initial and follow-up meetings with prospects.
• Clearly communicate the value of our retirement planning process to clients.
• Confidently guide qualified prospects through the decision to become clients.
• Collaborate with planning and service teams to ensure a seamless transition for new clients.

Skills

Client acquisition skills

Relationship building

Presentation skills

Licensing (securities)

Job description

Bella Advisors, Inc. is seeking a Lead Financial Advisor for our Roswell/Alpharetta, GA office. This full-time, in-office role is not remote or hybrid.

You’ll focus on meeting with prospective clients, building relationships, and helping people retire with confidence while our firm handles marketing, operations, and compliance. The ideal candidate embraces a comprehensive planning approach, delivers the Bella Retirement Blueprint, and thrives on winning new business.