Financial Advisor - Atlanta (67424)
On-siteAtlanta, Georgia, United States
Job Summary
Generate new prospect contacts through networking, referrals, and social media outreach to build a robust pipeline of potential clients. Conduct meetings and presentations with prospective clients to communicate the value of financial strategies and bring on new business. Establish and nurture strong relationships with prospects and clients by understanding their financial goals and offering tailored solutions. Guide new clients through the onboarding process to ensure a smooth and positive experience. Work closely with the financial planning and portfolio management teams to align solutions with clients' objectives. Build understanding of financial concepts, tax planning, and regulatory guidelines while complying with all company policies and legal requirements.
Required Qualifications
- Bachelor's degree in Business, Finance, Marketing, Communications, Sales or a related field
- Strong interest in sales, client acquisition, and financial services
- Excellent communication and interpersonal skills
- A proactive and self-motivated approach to business development and prospecting
- Strong desire to educate and guide people through finances
- Comfort with performance-based compensation and meeting sales targets
- Comfort with rejection and persistence in follow-up
- Eagerness to learn and grow in a fast-paced sales environment
- Track record of meeting or exceeding goals/targets
- Strong organizational skills and attention to detail
- Proficiency in Microsoft Office Suite
- Travel Expectations: 10%
Desired Qualifications
- Strong sales aptitude
- Leadership experience
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