Financial Advisor - Alpharetta, GA

Financial Advisor

Wealth With No Regrets® in Alpharetta, GA is seeking a self‑managed, self‑motivated, self‑resourced, and service‑focused financial advisor to join our independent registered investment advisory firm. We provide financial and retirement planning, wealth management, tax strategies, protection, 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, including assets under management and insurance and annuity products.

• Analyze current plans for prospective clients and prepare new plans.
• Demonstrate the value of financial planning strategies and calculate the value of tax‑savvy solutions.
• Build presentation materials for advisors to communicate planning strategies.
• Interpret and review client financial statements to evaluate current issues and opportunities.
• Organize information, build personal financial statements, and develop cash‑flow models.
• Use financial planning software to build scenarios, evaluate, compare, and present planning techniques.
• Follow direction and processes for gathering and analyzing data.
• Create and analyze investment holdings and performance evaluations.
• Assemble supporting materials of financial products, investments, and strategies to confirm validity of strategies.
• Maintain high standards of accuracy, meet deadlines, and deliver relevant materials.

• Experience in financial planning, tax and accounting, business, economics, or a related field.
• Minimum of 3 years of financial advisory and/or wealth management experience.
• CFP designation is required.
• Series 63, 65, or 66 required;
  Health and Life Insurance licenses required.
• Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook); strong Excel skills (formulas, spreadsheets) are essential.
• Ability to follow a sales process and articulate financial concepts with confidence.
• Strong verbal communication skills and ability to build relational connections.
• Ability to build a comprehensive financial plan and model that includes investing, income, tax, protection, and legacy strategies.

• Base salary of $75,000, with potential to earn up to $250,000.
• 10 paid time‑off days and approximately 10 paid holidays per calendar year.
• High‑deductible health plan available.
• Automatic 3% contribution to 401(k) after 6 months of employment.

• Monday–Friday, 9 a.m.–5 p.m. (in‑office).