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