Job Description
Job Description
We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills. Apply now!
Compensation:
$175,000 - $210,000 at plan commission yearly
Responsibilities:
- Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products
- Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
- Create customized financial plans suitable for each client based on potential life changes and changing financial needs
- Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor
- Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations
Qualifications:
- Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital
- CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required
- Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired
- Excellent math skills, relationship skills, communication skills, and customer service skills are crucial
- Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary
- You must either have U.S. Citizenship or a Green Card & live in the United States to be considered for this role
- Bachelor's Degree highly preferred
- Within 6 months of hire, the following must be obtained: Life and Health License, Series 7, & 66
- If you have the following experience, you may be a great fit: sales, military background, student-athlete, academically competitive scholar, business owner, experience in finance-related roles, or if you have conquered & outgrown your current role
About Company
We're a fast-growing, family-owned financial services firm with 19 locations across GA, AL, TN, and VA. We’re committed to helping you thrive—personally and professionally—through holistic planning and a culture rooted in growth, family, teamwork, and happiness. We invite you to apply.