Financial Advisor

3 hours ago


Atlanta, United States UpTick Financial- Advisor Recruiters and Consultants Full time

UpTick Financial is partnering with a well-established investment advisory firm in Atlanta, GA committed to managing the assets of individuals, families, trusts, estates, charitable organizations, endowments, foundations, and retirement plans. We are seeking a financial advisor with a portable book of business and a strong financial planning background to join our team.


The ideal candidate will have a client book totaling at least $25M AUM or T-12 with $300K in production*


Our client's approach gives advisors the flexibility to run their businesses the way they choose. Because they refrain from offering proprietary products, advisors are free to choose from a broad range of traditional brokerage products, mutual funds, and insurance products. Their product selection coupled with an infrastructure designed to meet an advisor’s needs in a timely manner ultimately results in an enhanced advisor-client relationship.


*Signing Bonus Available based on T-12 production*


Key Responsibilities:

  • Provide comprehensive financial planning services to clients, utilizing industry-standard technology applications such as eMoney, order management systems, CRM, and MS Office.
  • Develop and implement tailored financial plans to meet clients' needs and goals.
  • Build and maintain strong client relationships through regular communication and exceptional service.
  • Actively seek new business opportunities and cultivate relationships with potential clients.
  • Collaborate with other team members to achieve office-wide revenue goals and contribute to the firm's overall success.


Qualifications:

  • College degree required
  • 3 + years of financial services experience with an emphasis on sales
  • Life and Health Licensed; Series 65 or Series 7 & 66 - REQUIRED
  • CFP designation a plus
  • Strong organizational, prioritization, interpersonal & management skills
  • Excellent communication skills; both verbal and written
  • Clean U4
  • Multi-year track record of success in driving results
  • Success in persuading and educating prospects
  • Ability to work independently and as part of a team


*Support and MarketingTeam ready to assist Advisors in transitioning their existing client base*


Current Opportunities Available In:


  • NYC
  • Raleigh-Durham, NC
  • Tampa, FL
  • Boston, MA
  • Miami, FL
  • Tampa, FL
  • Dallas, TX
  • Atlanta, GA

Thank you for your interest. Please submit your resume for consideration. All qualified applicants will be considered.


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