Financial Advisor

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Job ID: 51510
Location: Suwanee, Georgia
Employment Type: Direct Hire
Last Updated: 0 days ago
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A growing Wealth Management firm is seeking a passionate and hard working individual to join their team as a Suwanee, GA.  The ideal candidate will have a team-player and client first mindset must currently hold their Series 7 and 66 licenses.

Responsibilities:
  • Review client 401k’s and generate proposals using MorningStar
  • Guide clients through rollovers
  • Generate insurance quotes and meet with clients to review
  • Manage estate claims
  • Go to probate with clients when necessary
  • Support fellow employees when and where necessary
  • Maintain all necessary licenses (i.e. Series 7 & 66)
Qualifications:
  • 3 – 5 years of client facing financial advising experience
  • Series 7 and Series 66 required
  • Great communication and time management
  • Ability to work in a fast-paced environment
  • Must be a problem solver
  • Ability and willingness to learn quickly
Compensation and Benefits:
  • $65,000 – $85,000 (Compensation based on experience and licensure)
  • Medical stipend
  • 401(k) with match
  • PTO
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