Financial Advisor/Wealth Manager - Atlanta jobs in United States
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Georgia Financial Advisors ยท 4 months ago

Financial Advisor/Wealth Manager - Atlanta

positionAtlanta, GA
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level
money$70K/yr - $100K/yr

Georgia Financial Advisors provides the ability to create your own financial success through helping clients enjoy their own. The role involves identifying potential clients, assessing their financial needs, and developing customized financial plans while maintaining strong relationships and providing ongoing support.

AccountingFinancial ServicesInsuranceWealth Management

Responsibilities

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

Qualification

Financial planningClient relationship managementConsultative sellingInvestment portfolio analysisEntrepreneurial spiritPeople skillsWork ethic

Required

Associate's degree in business or industry-related field
Must obtain series licenses and qualify 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

Benefits

Health insurance
Life insurance
Retirement plan

Company

Georgia Financial Advisors

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Georgia Financial Advisors is a financial planning and wealth management firm.
dateFounded in 2021
location
Tampa, Florida, USA
people-size11-50 employees
web-link
https://www.georgiafa.com

Funding

Current Stage
Early Stage

Leadership Team

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Daniel Raps-Huffman
Partner
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Company data provided by crunchbase