Magellan Investment Partners · 2 days ago
Lead Financial Advisor | New Cartersville Office
Cartersville, GA
Full-time
Onsite
Mid, Senior Level
$80K/yr - $120K/yrMagellan Financial is expanding into Cartersville, GA, and is seeking a Lead Financial Advisor to build a new market with strong backing. The role involves serving as the primary advisor, conducting retirement-focused meetings, and implementing comprehensive strategies for clients.
Financial Services
Responsibilities
Serve as the primary advisor for new and existing clients in the region
Conduct consultative, retirement-focused meetings with warm, vetted prospects
Design and implement holistic retirement strategies using AUM solutions, fixed indexed annuities, and income planning tools
Convert high-intent prospects into long-term client relationships
Provide ongoing guidance, reviews, and planning support to ensure strong retention and outcomes
Educate clients clearly and confidently — no jargon, no pressure, no product-pushing
Qualification
Required
Experience as a Financial Advisor working with pre-retirees and retirees
Confidence in leading client conversations and guiding financial decisions
Preference for a consultative, relationship-driven approach over transactional sales
Desire for growth without burnout and structure without bureaucracy
Energized by ownership, visibility, and responsibility in a local market
Benefits
401(k)
Dental insurance
Health insurance
Company
Magellan Investment Partners
We are dedicated partners, driven by a focus on understanding client needs and providing specialist investment solutions.
Founded in 2006
51-200 employees
Funding
Current Stage
Growth StageRecent News
2025-10-09
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