**Job Summary:** We are seeking a skilled Financial Advisor to join our team. The ideal candidate will provide financial guidance and make recommendations to help clients achieve their financial goals. This role requires expertise in customer relationship management, portfolio management, tax, estate planning, and financial analysis. **Responsibilities:** - Develop and maintain client relationships to understand their financial needs - Provide personalized financial advice and investment strategies - Assist clients with estate planning, wills, trusts, and tax strategies - Conduct financial analysis to assess clients' current financial status - Manage investment portfolios to maximize returns while minimizing risks - Stay updated on industry trends and regulations to provide accurate advice - Collaborate with other professionals such as accountants and lawyers for comprehensive financial solutions **Skills:** - Customer relationship management - Wills trusts estate law - Portfolio management - Corporate accounting - Tax knowledge - Strong mathematical skills - Sales acumen - Estate planning expertise - Public accounting experience - Financial analysis proficiency If you are a dedicated Financial Advisor with a passion for helping clients secure their financial future, we invite you to apply. Join us in providing top-notch financial services and making a positive impact on our clients' lives.
Job Type: Full-time
Pay: $115,000.00 - $200,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Flexible schedule
- Flexible spending account
- Health insurance
- Life insurance
- Paid time off
- Paid training
- Professional development assistance
- Retirement plan
- Vision insurance
Compensation package:
- Bonus opportunities
- Commission pay
Weekly schedule:
Work setting:
Experience:
- sales: 4 years (Required)
License/Certification:
- life and health license (Required)
Work Location: Hybrid remote in Alpharetta, GA 30009