FINANCIAL ADVISOR
Base Salary + Production Bonus + Full Benefits
Training and Leads Provided
This position is subject to SAFE Act registration requirements.
**Must have Series 7 & 66 or (65/63)

• Build connections to grow your network and business. You’ll interact with institutional retirement participants and higher net worth clients.
• Deliver advice through client reviews/presentations with confidence, including reviews of financial goals, and recommend investment advisory strategies to help clients achieve their financial goals.
• Learn about the full suite of financial solutions. Connect clients to solutions that are in their best interest, such as core Banking, Investment & Life solutionsto meet their financial needs.
• A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field.
• Marketing strategies to reach wider audiences with greater appeal.
• Ongoing professional development to deepen your skills and optimize your practice as the industry evolves.
• Potential Opportunities for professional growth.
• Leadership opportunities, including leading client and conference seminars

Requirements:

• Currently holds Active Series 7 & 66 (63 & 65 in lieu of 66) licenses. (no FINRA Waivers will be considered at this time)
• 2+ years experience working in the financial service industry and/or a sales environment where goals were met or exceeded (including at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services)
• Is a self-starter who efficiently manages time and capacity.
• Sets and accomplishes goals, achieving whatever you put your mind to.
• Builds and nurtures strong relationships.
• Collaborates effectively with others to get things done.
• Communicates effectively and confidently and is comfortable engaging all clients.
• Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
• Likes to learn, adapts to new information and seeks the right solutions for clients.
• Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.

Preferred Qualifications:

• Proven ability to partner and promote lead generation.
• Experience balancing investment management, sales activities and new client development.
• Strong computer skills and the ability to multitask in a demanding environment.
• A bachelor’s degree, preferably in business-related field.
• Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
• Obtained insurance licenses.

Job Type: Full-time

Pay: $90,291.25 - $161,369.31 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Employee discount
• Flexible schedule
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Professional development assistance
• Referral program
• Relocation assistance
• Retirement plan
• Tuition reimbursement
• Vision insurance

Physical setting:

• Office

Schedule:

• Monday to Friday
• Weekend availability

Supplemental pay types:

• Bonus pay
• Commission pay

Ability to commute/relocate:

• Peachtree City, GA: Reliably commute or planning to relocate before starting work (Preferred)

Application Question(s):

• What is the best email to contact you?

Experience:

• Financial Advisor / Wealth Managment: 2 years (Required)

License/Certification:

• Series 7 (Required)
• Series 66 (Preferred)
• Series 63 (Preferred)
• Series 65 (Preferred)

Work Location: In person

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