Georgia Licensed Financial Advisor

Job Summary

To support a growing remote advice channel, the full-time Georgia Licensed Financial Advisor will partner with clients to create custom financial plans, conduct meetings primarily via video or phone, and provide ongoing advice to help clients navigate their financial goals.

Key responsibilities

• Partner with clients to develop personalized financial plans based on their individual goals
• Conduct scheduled appointments through video or phone to discuss client needs and investment options
• Provide ongoing advice and support to existing clients as their financial priorities evolve

Required qualifications

• Georgia state licensure as a Financial Advisor
• Experience in financial planning and investment management
• Ability to work collaboratively in a team environment
• Strong understanding of diverse financial products and services
• Commitment to fostering a culture of diversity and inclusion