About this opportunity
Boutique Recruiting lists this Wealth Advisor opportunity in atlanta, Georgia. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Position Title: Wealth Advisor
This role is a great opportunity for a motivated individual to start a private wealth advisory practice in Atlanta. The selected candidate will build on existing relationships with insurance producers to grow the book of business. Success in this position requires a proactive approach to client acquisition and a strong foundation in wealth planning. The ideal candidate will be prepared to engage in both warm and cold outreach while navigating the complexities of financial planning. This position offers significant potential for growth and development within a supportive team environment.
Wealth Advisor Responsibilities:
Build a book of business from scratch with a focus on client acquisition
Engage in client meetings and presentations to deliver comprehensive financial planning
Utilize marketing resources and cross-selling opportunities to generate leads
Work collaboratively with a dedicated Client Service Representative for administrative support
Develop a holistic financial strategy, incorporating investments and tax planning
Wealth Advisor Requirements: 5-7 years of experience as a financial advisor with a focus on wealth planning
Proven track record in client acquisition and business development
Experience with Registered Investment Advisors (RIA)
Series 65 certification
Bachelor's degree is strongly preferred
CFP designation is preferred
Experience with MoneyGuide Pro is preferred
Benefits: Unlimited PTO, referred to as life/balance PTO
Opportunity to acquire company stock with shares awarded upon joining
HMO and PPO medical options available
Comprehensive benefits can be reviewed at the provided benefits website
If you are a Wealth Advisor looking to take the next step in your career, apply now! #LI-MB1 #LI-SB1
Worksite address
atlanta, GA, 30383, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.