Jobs
>
Atlanta

    Financial Advisors in Atlanta - Avior Executive Search, Inc

    Show more Collapse job
    Default job background
    Description
    Job Description

    Job Description

    Are you a Wiser Financial Advisor?We have relationships with BD's, RIA's & IndependentsLet's discuss what's important for you. We have relationships globally


    Financial Advisor Profile:
    Our client is in the top 10 of U.S. Banks that is actively growing their national broker dealer network.

    Currently they have coverage in over 17 states + D.C.

    and has leading market share in 7 of the 10 top fastest-growing markets in the U.S.Candidates and or teams must have a minimum T-12 of $500K+ with transferable assetsBoth wire house and bank advisors are welcomed to applyFAs are paid on loans, investments, and insurance.

    FA's can continue to grow their practice through other business partners in the firm.

    Larger producers with clients at the Reserve $5M- $25M+ level, can have access to the Client Segmentation Strategy which provides add on services to heighten the client experience.

    Advisors with niche business, they can partner with wealth advisors in their specialty groups (medical, legal, international business and sports & entertainment).Our client has an open architecture platform through Envestnet and competitive industry products.

    FA's utilize Relationship Advisory Process (RAP) – Financial planning model connecting to IRM. They are a full-service brokerage firm and clear through Fidelity NFS; Salesforce customized for prospecting clients.
    FAs are paid on loans, investments, and insurance. When an FA partners with business partners, they receive sales referral credit which posts to their grid.


    For example:

    At a Wire house, Private Bank is competition, here we are partners where the Private Bank handles banking and lending functions, FA handles investments.

    For established advisors, succession planning options to join 3 sunset agreements available (variable fixed, buyout)

    Please contact Fabiana Mallory of Avior Executive Search directly for any additional information at

    All information will be kept strictly confidential.

    #J-18808-Ljbffr

    We have other current jobs related to this field that you can find below

  • Transamerica Financial Advisors

    Financial Advisor

    4 days ago


    Transamerica Financial Advisors Atlanta, United States

    REMOTE Opportunity - Work from Home or Anywhere with WiFi · FLEXIBLE Hours - you set your own schedule / what you put in is what you will get out · NO EXPERIENCE REQUIRED - full training and mentorship provided (*Preferred Experience/Qualities include customer service, manageme ...

  • Insight Global

    Financial Advisor

    6 days ago


    Insight Global Atlanta, United States

    Requirements · Bachelor's degree in Finance, Accounting, or related field · 3-5+ years of financial advisory experience · An existing client book of business that you actively advise today · Certified to work as an investment advisor representative (Series 65 or equivalent) · Pre ...

  • First Horizon Advisors, Inc.

    Financial Advisor

    2 weeks ago


    First Horizon Advisors, Inc. Atlanta, GA, United States Full time

    Location : On site at location listed in job posting. · Summary · If you are good at managing money and often get asked to help others do so, a Financial Advisor position may be a good fit for you. Taking on the role of a Financial Advisor provides a range of opportunities not ...

  • Northwestern Mutual

    Financial Advisor

    4 weeks ago


    Northwestern Mutual Atlanta, United States

    **Atlanta Local Candidates Only** · Financial Representatives at Northwestern Mutual Atlanta help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial ...

  • The Piedmont Group

    Financial Advisor

    2 weeks ago


    The Piedmont Group Atlanta, United States

    · Our firm is driven by results. As the biggest MassMutual firm, in the Southeast, we have built a reputation for recruiting top producers & taking them to the next level. New financial advisors know us as the agency nationally ranked for developing 1st year advisors. You are on ...

  • Insight Global

    Financial Advisor

    3 days ago


    Insight Global Atlanta, United States

    Requirements · Bachelors degree in Finance, Accounting, or related field · 3-5+ years of financial advisory experience · An existing client book of business that you actively advise today · Certified to work as an investment advisor representative (Series 65 or equivalent) · ...

  • Insight Global

    Financial Advisor

    3 days ago


    Insight Global Atlanta, United States

    Requirements · Bachelors degree in Finance, Accounting, or related field · 3-5+ years of financial advisory experience · An existing book of business that could be transferrable (near $50M in assets or more) · Certified to work as an investment advisor representative (Series ...

  • Northwestern Mutual

    Financial Advisor

    4 weeks ago


    Northwestern Mutual Atlanta, United States

    **Atlanta Local Candidates Only** · Financial Representatives at Northwestern Mutual Atlanta help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial ...


  • New York Life (Atlanta) Atlanta, United States

    New York Life (Atlanta) - We're looking for experienced financial professionals to join our team. Whether you're looking for a change or seeking to align with a stable, dependable firm, and you have a passion for insurance and investments, then there's no better place to work tha ...

  • Enaar Group

    Financial Advisor

    5 days ago


    Enaar Group Atlanta, United States

    Job Description · Job DescriptionShape Atlanta's Financial Futures: Senior Financial Advisor (125K) · Do you thrive building long-term relationships and crafting personalized financial strategies? · Are you a seasoned financial advisor with a passion for helping individuals achie ...


  • Jobot Atlanta, United States

    Fantastic opportunity for a Certified Financial Planner to be a personal CFO and manage clients' wealth plans · This Jobot Job is hosted by: Jeremy Pike · Are you a fit? Easy Apply now by clicking the "Apply" button · and sending us your resume. · Salary: $140,000 - $200,000 per ...

  • LPL Financial

    Financial Advisor

    1 month ago


    LPL Financial Atlanta, United States Full time

    Financial Advisor – Delta Community Credit Union · Your career path should lead to real opportunity · LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at Delta Community Credit Union in ...


  • Transamerica Financial Advisors Atlanta, United States

    Financial Services Agent · (Remote) · ** READ FULL JOB DESCRIPTION BEFORE APPLYING ** · Why Join Us? · We are an independent division of Transamerica Financial Advisors based throughout Florida, with over 40 years of experience and 30,000 happy clients. This business opportu ...


  • The Ladders Alpharetta, United States

    At Oxygen Financial, our mission is simple. Help our clients breathe easier about life. Since 2008, we've helped thousands of families across America build a leaner budget, a fatter wallet, and a bigger net worth. It's simple... we do the heavy financial lifting, and our clients ...


  • Emory University Atlanta, United States

    Discover Your Career at Emory University: · Emory University is a leading research university that fosters excellence and attracts world-class talent to innovate today and prepare leaders for the future. We welcome candidates who can contribute to the diversity and excellence of ...


  • The Ladders Alpharetta, United States

    At Oxygen Financial, our mission is simple. Help our clients breathe easier about life. Since 2008, we've helped thousands of families across America build a leaner budget, a fatter wallet, and a bigger net worth. It's simple... we do the heavy financial lifting, and our clients ...

  • TransAmerica Financial Advisors

    Financial Consultant

    2 weeks ago


    TransAmerica Financial Advisors Atlanta, United States

    (REMOTE) · We are an independent financial services firm with over 40 years of experience, dedicated to addressing the financial needs of families, individuals, and businesses nationwide. As a non-captive broker-dealer, we collaborate with leading companies in our industry, incl ...


  • Transamerica Financial Advisors Atlanta, United States

    This position is fully-remote, great for the stay-at-home career seeker or those who would like to add another stream of income to their resume. No prior experience is required as we have an incredible training program through the company. · We offer 3 types of work-effort · 1. F ...


  • Transamerica Financial Advisors Atlanta, United States

    Financial Services Agent · Charlotte, NC (Remote) · ** READ FULL JOB DESCRIPTION BEFORE APPLYING ** · Why Join Us? · We are an independent division of Transamerica Financial Advisors based in Charlotte, North Carolina, with over 40 years of experience and 30,000 happy clients ...


  • The Ladders Atlanta, United States

    We're passionate about excellence. · Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an industry-leading provider of financial planning tools for community members who work in healthcare, highe ...