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Senior Financial Advisor - Fiduciary Planning Complex Clients
Job in
Atlanta, Fulton County, Georgia, 30383, USA
Listed on 2026-06-17
Listing for:
The Forge Companies
Full Time
position Listed on 2026-06-17
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
The Forge Companies is hiring a Financial Advisor II in Atlanta, GA, to provide fiduciary-level financial planning and investment services. This position involves managing a complex client book while developing expertise in financial planning processes tailored to injured plaintiffs.
The ideal candidate will have at least 5 years of advisory experience and must possess or obtain FINRA Series 65 and Life & Health Insurance licenses. Strong communication, organization, and analytical skills are essential for this role.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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