Financial Adviser

Overview

Are you ready to launch your career as a Financial Adviser? We’re looking for an ambitious, client-focused individual to join our growing team. This is an ideal opportunity for a recent graduate or early-career professional with licensing requirements (e.g., Series 65) and a willingness to work with prospects generated by our firm under the guidance of experienced advisers. This role offers a chance to learn the financial advisory process from the ground up without the need to cold call or prospect from scratch.

This lets you focus on building meaningful relationships and providing exceptional service to clients. The position helps clients prepare for retirement.

• Convert inbound leads to active client relationships using enhanced AI technology as well as strong communication and follow-up skills.
• Conduct basic financial assessments to understand client needs, goals, and financial situations.
• Manage and nurture early-stage client relationships with care and professionalism.
• Identify opportunities for additional services and refer clients to specialists as needed.
• Collaborate with senior team members to ensure holistic financial guidance.
• Stay compliant with industry regulations, internal policies, and ethical standards.

• Confidence in managing client interactions and building trust.
• Exposure to the full spectrum of financial planning and advisory services.
• Mentorship and training from experienced financial advisers.
• A supportive professional environment committed to your development and success.

• Passed or ability to pass the Series
  65 license (or equivalent, per state/firm requirements).
• 0–3 years of experience in financial services, wealth management, or client-facing roles.
• Strong interpersonal and communication skills.
• Detail-oriented with strong organizational habits.
• High integrity and a client-first mindset.

• Premier Buckhead office space.
• Paid parking.
• Supportive and collaborative team environment.
• Fast-paced work culture.
• Opportunity to work with real clients from day one.
• Established career path and rapid advancement opportunities.

Base Salary + uncapped incentive compensation

Access to full benefits, including Health, Disability, and Retirement

Possible education assistance

Apply today and take the first step toward building a rewarding future helping clients reach their financial goals.