Financial Advisor
On-site · Alpharetta, Georgia, United States
Job Summary
The Financial Advisor is responsible for consulting on investment and insurance strategies and developing financial plans tailored to client needs. They manage client relationships to drive business growth, meet sales goals, and adhere to compliance regulations. Responsibilities include client engagement, business development, executing sales plans, and collaborating with internal partners to deliver financial solutions. The role requires licenses in financial services, including Series 7 and 66, alongside strong interpersonal, organizational, and analytical skills.
Required Qualifications
- Bachelor’s degree
- 2 years of related sales or financial services experience
- FINRA Series 7 and 66 (or 63 and 65 in lieu of 66) licenses
- Applicable state life and health licenses
Desired Qualifications
- Strong communication skills
- Sales experience
- Ability to build and maintain relationships
- Proficiency in Microsoft Office products
- Excellent problem-solving abilities
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