Financial Advisor
$79,000–$120,000 year
On-site · Athens, Georgia, United States
Job Summary
Financial Advisor sought to partner with lead advisor and team to deliver planning-based financial planning and investment guidance to clients. Responsibilities include managing existing client relationships, guiding the financial planning process, discovering client values and goals, preparing annual reviews on planning and investment topics, sourcing and closing prospects, driving referrals, mentoring team members in technical financial planning, educating clients on the Wealth Enhancement Group planning process, participating in trainings, and adhering to corporate communication and compliance standards. Requires a 4-year degree, 5-10 years of wealth-management experience, and Series 65; CFP preferred. Competitive compensation with a comprehensive benefits package and opportunities for professional development.
Required Qualifications
- Requires a 4-year degree; business, finance, economics preferred
- 5 - 10 years' experience in the wealth management industry servicing clients
- Series 65 (RIA Only)
- CFP preferred
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