VP, Financial Consultant - Atlanta, GA (Alpharetta)
On-siteAlpharetta, Georgia, United States
Alpharetta, Georgia, United StatesOn-siteFull TimeSenior LevelEnterprise
Full TimeSenior LevelEnterprise
Job Summary
Conduct wealth management and financial planning advice for existing Schwab clients, driving asset consolidation and generating referrals through networking. Manage client portfolios across retirement planning, investment management, banking, lending, insurance, and estate services while leveraging team specialists and market knowledge. Maintain active FINRA Series 7 and pursue Series 66 and Life & Health Insurance licenses. Build lasting relationships based on trust and respect, adapting to evolving market conditions and community engagement needs.
Required Qualifications
- A valid and active FINRA Series 7 license
- Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance
Desired Qualifications
- Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations
- Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning
- Ability to adapt and implement change as the market and business conditions evolve
- Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation
- Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management
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