Financial Advisor

Location: Atlanta, GA – In-Person

Compensation: $85,000 – $200,000 per year (Based on experience and performance)

Are you a strategic thinker with a passion for helping others navigate their financial journey? Our client is looking for a dedicated and knowledgeable Financial Advisor to join their growing team.

In this role, you aren’t just managing accounts; you are a trusted architect of your clients' futures.

You will leverage your expertise in financial analysis and portfolio management to build personalized strategies that turn long-term goals into reality. If you thrive on building deep, trust-based relationships and staying ahead of market trends, this is your opportunity to make a significant impact.

• Strategic Financial Planning: Conduct in-depth assessments of clients' financial health to develop personalized roadmaps for retirement, investment, and long-term wealth preservation.
• Portfolio Management: Actively manage and rebalance client portfolios by analyzing market trends and making informed, data-driven investment decisions.
• Ongoing Advisory: Provide continuous support regarding cash management, account performance, and shifting market conditions.
• Relationship Architecture: Maintain strong, long-term customer relationships through regular communication, ensuring that financial plans evolve as your clients’ lives do.
• Technical Integration: Utilize advanced financial software to track performance, analyze data, and generate comprehensive reports for client review.
• Regulatory Excellence: Stay at the forefront of industry regulations, corporate accounting standards, and financial best practices.

• Required Licensing: You must hold active Series 65, Series 6, and Securities Industry Essentials (SIE) certifications.
• Experience: Proven success in sales or customer relationship management within the banking or finance sectors.
• Analytical Prowess: A strong background in financial analysis and portfolio management, with a preference for those with experience in corporate accounting and cash management.
• Mathematical Precision: Strong quantitative skills to interpret complex data and make sound financial recommendations.
• Communication Mastery: The ability to translate complex financial concepts into clear, actionable advice that builds client confidence and trust.
• Education: A bachelor’s degree in Finance, Accounting, or Business is preferred (but your experience and certifications are the priority).

• High Earning Potential: A competitive compensation structure ranging from $85,000 to $200,000+ based on your ability to drive results and serve clients.
• Growth & Development: Access to paid training, professional development assistance, and tuition reimbursement to keep your skills sharp.
• Work-Life Integration: Enjoy a flexible schedule and a supportive environment that values your time.
• Retirement plan and internal financial planning services.
• Generous Paid Time Off (PTO).
• Career advancement opportunities within a reputable firm.
• Type: Full-time or Contract options available.
• Focus: Holistic financial planning and proactive investment management.