Financial Advisor - Alpharetta, GA

Financial Advisor – Alpharetta, GA

We are an independent registered investment advisory firm that provides financial and retirement planning, wealth management, tax strategies, protection, and legacy planning, and fiduciary services to high‑net‑worth business owners, executives, professionals and independent women who have accumulated $1 million or more in savings. We oversee more than $300 million in assets.

• Base salary: $75,000 per year
• Potential to earn up to $250,000 (including variable compensation)
• 10 paid time off days and ~10 paid holidays per calendar year
• High deductible health plan
• Automatic 3% contribution to 401(k) after 6 months of employment

• Monday‑Friday, 9am‑5pm (in office)

• Minimum 3 years of financial advisory and/or wealth management experience
• Series 65 license required; life and health insurance license required
• Experience in financial planning, tax, accounting, business, economics, or related field
• Proficiency in Microsoft Office Suite, especially Excel
• Strong verbal communication and ability to build relationships
• Ability to follow a sales process and articulate financial concepts with confidence

• Meet one‑on‑one with qualified prospects to identify and move prospects to clients
• Analyze current plans for prospective clients
• Prepare plans for new clients
• Demonstrate the value of financial planning strategies
• Calculate value of tax‑savvy solutions
• Build financial models (investing, income, taxes, protection, legacy)
• Build scenarios in financial planning software to evaluate, compare, and present techniques
• Organize information, build personal financial statements and cash flow models
• Follow direction and processes for gathering and analyzing data
• Assemble supporting materials of financial products and investments to confirm validity of strategies
• Deliver accurate work, meet deadlines, and produce relevant materials consistently

The Wealth With No Regrets workplace values everyone’s work and contributions, and we make a difference for our clients.

Mid‑Senior level

Full‑time

Finance and Sales