3 Financial Advisor Jobs in Peachtree, GA
Continuum Advantage is Hiring a Financial Advisor Near Peachtree, GA
About the Position:Hunter Wealth Management is seeking a Financial Advisor ready to build their own business with the support of an award-winning team. Located at their Peachtree office, this role is perfect for entrepreneurial advisors who want to enhance their product offerings, client service, and payout potential through an independent model. Hunter WM is comprised of industry veterans who went independent to forge a better path for their clients – and they want to help you do the same. Take the reins in your career and apply today!
Key Responsibilities:
- Educate clients on products and services available to help them best utilize their available funds and achieve important monetary goals.
- Exceed customer expectations with accurate, efficient, courteous, and professional service.
- Research and recommend investment opportunities for clients.
- Offer strategic advice regarding risk management strategies such as insurance coverage, annuity products, and debt management tools.
- Perform market research to stay current with financial trends.
- Maintain compliance with all rules and regulations in the financial industry.
- Utilize proper security processes to protect client information.
- Complete all mandatory training in a timely manner, including continuing education for FINRA licenses.
- Competitive payout plan.
- Independent framework to grow your own business.
- Base salary plus commission for the first 6 months, all commission after 6 months.
- Discretionary bonus based on assets added.
- Minimum 2 years of industry experience with varying marketing and lead generation efforts.
- Bachelor’s degree in a related field preferred, or commensurate experience.
- FINRA Series 7 and 66 licenses preferred.
- Proficiency in Microsoft Office Programs.
- Entrepreneurial drive for business ownership.
- Exceptional communication, interpersonal, and presentation prowess.
- Demonstrated ability to thrive both autonomously and collaboratively.
- Proficiency in leveraging financial planning software and other pertinent tools.
- Unwavering commitment to integrity and ethical conduct.
- Self-starter, problem solver, goal-oriented, and a team player.
- Excellent customer service, communication, and relationship building skills required.
The company provides equal employment opportunities to all qualified individuals without regard to race, color, religion, sex, gender identity, sexual orientation, pregnancy, age, national origin, physical or mental disability, military or veteran status, genetic information, or any other protected classification. Equal employment opportunity includes, but is not limited to, hiring, training, promotion, demotion, transfer, leaves of absence, and termination.
Job Summary
Full Time
$47k-63k (estimate)
05/22/2024
07/05/2024
continuumadvantage.com
Waukee, IA
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The job skills required for Financial Advisor include Presentation, Interpersonal Communication, Customer Service, Goal Oriented, Lead Generation, Products and Services, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Advisor. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Advisor. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Financial Advisor positions, which can be used as a reference in future career path planning. As a Financial Advisor, it can be promoted into senior positions as a Branch Manager - Insurance that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Advisor. You can explore the career advancement for a Financial Advisor below and select your interested title to get hiring information.
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