Careers

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

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