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Strategic Investment Solutions Advisor
Job in
Alpharetta, Fulton County, Georgia, 30239, USA
Listed on 2026-07-13
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Jobtailor in Alpharetta, GA is seeking an investment advisor to deliver tailored guidance and comprehensive financial plans for clients. The role involves meeting with clients to review goals, triaging leads, and coordinating with partners to present suitable brokerage solutions.
Ideal candidates will hold Series 7 and 66 licenses, with at least one year in investments or financial services, and a track record of building strong client relationships while meeting regulatory requirements.
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