Financial Advisor

Location: Atlanta, Georgia

Country: United States

Salary: $110K - $175K

Description:

We are looking for a driven and client-focused Financial Advisor to join our growing team. In this role, you will play a key part in guiding individuals and families toward achieving their financial goals through thoughtful planning, personalized investment strategies, and consistent, high-quality service.

This position is ideal for a financial professional who is passionate about making a meaningful impact, values long-term client relationships, and is committed to the highest standards of integrity and professional growth.

Key Responsibilities

Develop and implement customized financial plans that address retirement, education funding, risk management, and estate planning

Conduct regular portfolio reviews and proactively adjust strategies based on changing market conditions and client objectives

Maintain deep knowledge of financial markets, products, and regulatory requirements

Build and nurture lasting client relationships through consistent communication and exceptional service

Collaborate with internal teams to deliver a seamless and high-value client experience

Represent the firm through community engagement, educational workshops, and financial literacy initiatives

Qualifications

Bachelors degree in Finance, Economics, or a related field

Certified Financial Planner (CFP®) designation preferred

Minimum of 3 years of experience in financial advising or wealth management

Strong analytical skills and proficiency in financial planning software

Excellent interpersonal and communication abilities

A commitment to ongoing professional development and staying current with industry trends

What We Offer

A collaborative and supportive team environment focused on professional excellence

Clear opportunities for career growth and advancement

Access to innovative financial tools and resources to better serve your clients

Competitive compensation and a comprehensive benefits package

The opportunity to make a lasting impact on your clients' financial success and peace of mind

Who Were Looking For

We value professionals who prioritize client needs above all, act with integrity, and bring a proactive mindset to financial planning. If you are passionate about delivering long-term value through strategic guidance and personal connection, we invite you to apply.

Heads up!

We’re on the hunt for top talent on behalf of our awesome client! If this sounds like your kind of gig, hit that apply button! Only shortlisted candidates will be contacted, and we keep things 100% confidential. We’re all about equal opportunities here—everyone’s welcome!