Wealth Advisor

Boutique Recruiting

Atlanta, GA

JOB DETAILS
SKILLS
Administrative Skills, Business Development, Certified Financial Planner (CFP), Cross-Selling, Customer Acquisition, Customer Relations, Customer Support/Service, Financial Planning, Financial Strategy, Health Maintenance Organization (HMO), Insurance, Investment Strategy, Lead Generation, Marketing, Mergers and Acquisitions, Preferred Provider Organization (PPO), Presentation/Verbal Skills, Registered Investment Advisor (RIA), Sales Presentation, Series 65, Tax Planning
LOCATION
Atlanta, GA
POSTED
1 day ago
Position Title: Wealth Advisor

This role is a great opportunity for a motivated individual to start a private wealth advisory practice in Atlanta. The selected candidate will build on existing relationships with insurance producers to grow the book of business. Success in this position requires a proactive approach to client acquisition and a strong foundation in wealth planning. The ideal candidate will be prepared to engage in both warm and cold outreach while navigating the complexities of financial planning. This position offers significant potential for growth and development within a supportive team environment.

Wealth Advisor Responsibilities:
  • Build a book of business from scratch with a focus on client acquisition
  • Engage in client meetings and presentations to deliver comprehensive financial planning
  • Utilize marketing resources and cross-selling opportunities to generate leads
  • Work collaboratively with a dedicated Client Service Representative for administrative support
  • Develop a holistic financial strategy, incorporating investments and tax planning
Wealth Advisor Requirements:
  • 5-7 years of experience as a financial advisor with a focus on wealth planning
  • Proven track record in client acquisition and business development
  • Experience with Registered Investment Advisors (RIA)
  • Series 65 certification
  • Bachelor's degree is strongly preferred
  • CFP designation is preferred
  • Experience with MoneyGuide Pro is preferred
Benefits:
  • Unlimited PTO, referred to as life/balance PTO
  • Opportunity to acquire company stock with shares awarded upon joining
  • HMO and PPO medical options available
  • Comprehensive benefits can be reviewed at the provided benefits website

If you are a Wealth Advisor looking to take the next step in your career, apply now! #LI-MB1 #LI-SB1

About the Company

B

Boutique Recruiting

San Diego Pro Staffing is a woman-owned boutique staffing and recruiting firm whose principals have been providing top notch recruiting services for over ten years. We focus on companies who are hiring professionals in Accounting, Finance, Human Resources and Administrative Services. Many of our clients include small and medium sized businesses as well as large regional firms.

Our passion is helping employers find the best talent in the market. We stand behind what we deliver via our guarantee. We look forward to assessing your needs and building a mutually beneficial partnership.

COMPANY SIZE
20 to 49 employees
INDUSTRY
Staffing/Employment Agencies
FOUNDED
2014
WEBSITE
http://www.boutiquerecruiting.com/