Financial Advisor – Atlanta, GA
About The Position
Empower Lives. Build Your Future. Thrive in Atlanta. Join Coastal Wealth as a Financial Advisor and help individuals, families, and business owners navigate their financial futures with confidence and clarity. At Coastal Wealth, we don’t just offer jobs — we cultivate careers. Here, you’ll have the freedom to run your practice like a business, backed by industry-leading tools, innovative products, and an experienced support team that’s invested in your success. This is more than a job — it’s your chance to create a business and legacy you’re proud of. Join a firm that’s focused on helping you grow — personally, professionally, and financially.
Requirements
- 215 License Needed
- Series 7, 6 and SIE preferred
- Must be in the Atlanta, GA area
- Sales Experience Needed
Responsibilities
- Partner with clients to develop personalized financial strategies and long-term plans.
- Offer guidance on investments, retirement, insurance, and wealth protection.
- Build lasting relationships and grow your client base through trust and results.
- Prospecting for clients through networking and referrals
- Developing and maintaining long-term relationships with clients
- Providing financial solutions for clients through fact gathering and needs analyses
- Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates
Benefits
- medical
- dental
- life
- disability
- retirement plans
- Ongoing Development – Coaching, mentorship, and advancement opportunities.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
