Georgia Licensed Financial Advisor
Job Summary
To support a growing remote advice channel, the full-time salaried Georgia Licensed Financial Advisor will partner with clients to create custom financial plans, conduct meetings primarily via video or phone, and provide ongoing investment advice while collaborating with a team of advisors.
Key responsibilities
- Develop personalized financial plans for clients based on their goals and needs
- Conduct client meetings through scheduled video or phone appointments
- Provide ongoing support and advice to existing clients regarding their financial priorities
Required qualifications
- Georgia Financial Advisor license
- Experience in financial planning or investment advisory roles
- Ability to work collaboratively in a team environment
- Strong understanding of investment portfolios and financial products
- Commitment to diversity and inclusion in client engagement and team dynamics
Complete Job Description
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