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 :
- 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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