Broker Check

Financial Advisor Positions

Position Summary

Help your clients follow their dreams, while you create a stronger future for yourself as a financial advisor with ATL Global Advisors. You will provide financial planning, financial advice, investment management service and guidance to your clients as they pursue their financial objectives.

Responsibilities

  • Recommend solutions to your clients for their investment needs
  • Collaborate with others in developing presentations delivered in group settings or one-on-one
  • Keep in touch with clients to ensure that they have the right products for their current needs
  • Create referral opportunities
  • Determine the course for your career in terms of financial objectives
  • Understand and comply with all aspects of Cetera policies and practices, laws and regulations governing the duties and responsibilities of product sales
  • Maintain all necessary licenses and registrations as required

Required Skills and Experience

  • FINRA Series 7
  • 5+ years of financial services experience
  • Exceptional interpersonal and relationship building skills

If you're interested in the position, please email your resume and cover letter to info@atl-ga.net or call (404)704-2966


Intern Positions

Position Summary

Responsible for updating and filing all client documentation, either working with a more experienced advisor or on their own. Assisting the firm’s partners with the implementation of its marketing, and business development.

Responsibilities

Case / Meeting Preparation

  • New Clients –  sit in on new client meetings to learn how our processes work

Business Management

  • Work on Docupace, to verify client information is accurate and complete
  • Organize filing cabinets
  • File preparation for audits
  • Keep files compliance approved and organized
  • Scan client notes / email into file

Marketing

  • Assist coordinating social media & email marketing efforts
  • Assist planning and executing client events and educational conferences
  • Create new ideas for online presence through website and social media
  • Linked-in marketing. Add existing clients to advisor pages and building campaigns based on demographics

Required Skills and Experience

  • Strong interpersonal, verbal, and written communication skills
  • Act and appear in a professional manner worthy of the firm’s reputation
  • Highly organized and detail oriented
  • Exhibit strong ethics and a desire to help clients and give them extraordinary service
  • Must be a team player and be available to support all team members

If you're interested in the position, please email your resume and cover letter to info@atl-ga.net or call (404)704-2966


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