Apply on Employer Site

Bison Wealth, LLC · 3 months ago

Financial Adviser

Atlanta, GA

Full-time

Onsite

New Grad, Entry Level

0+ years exp

Bison Wealth, LLC is seeking an ambitious individual to join their team as a Financial Adviser. This role provides a unique opportunity to learn the financial advisory process, focusing on converting leads into client relationships and assisting clients in preparing for retirement.

AdviceFinancial ServicesWealth Management

Responsibilities

Converting 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

Qualification

Series 65 licenseFinancial services experienceWealth management experienceClient-facing roles experienceCompetitive driveClient-first mindsetHigh integrityInterpersonal skillsCommunication skillsDetail-orientedOrganizational skills

Required

Passed or ability to pass the Series65 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

Competitive drive

Detail-oriented with strong organizational habits

High integrity and a client-first mindset

Benefits

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

PTO

Possible education assistance

Company

Bison Wealth, LLC

Bison Wealth strives to create and implement a wealth plan for each individual and family that meets their unique needs based on our ability to listen first and capture what matters most to them.

Founded in 2022

Atlanta, Georgia, USA

51-200 employees