Financial Advisor – Management Trainee
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Job Description
Financial Advisor helping Atlanta clients with investment, estate, and comprehensive financial planning. Developing personalized strategies and maintaining client relationships for a wealth consulting firm.
Responsibilities:
- Analyze personal financial data to provide insights and recommendations for clients' financial planning needs
- Develop and implement personalized investment strategies based on clients' goals and risk tolerance
- Assist clients with estate planning, including wills and trusts, in compliance with applicable laws
- Maintain strong customer relationships through effective communication and exceptional service
- Stay current on financial regulations and market trends to provide informed advice
- Help a wide range of clients with comprehensive financial planning and consulting
Requirements:
- Must be age 18 or over
- Background check required
- No criminal history whatsoever
- Willing to obtain a state license if not already licensed
- Entry-level role
- Entrepreneurial ambitions
- Integrity, ethical standards, and strong sense of morality
- Passion for making a difference and helping people
- Self-motivated, accountable, and a team player
- Ability to receive coaching and feedback
- Strong interpersonal skills
- Comfortable working in a fast-paced, highly productive, value-driven environment
Benefits:
- Competitive training program to help you get started
- Mentorship and professional development training throughout your entire career
- Culture promoting diversity, teamwork, work/life balance, recognition, and rewards
- Opportunity to pursue leadership and specialized roles
- Comprehensive planning analysis tools, brokerage and advisory platforms, and wealth management resources
- Compensation may include residuals, renewals, commissions, assets under management (AUM), and monthly-to-quarterly bonuses
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