Top 2764 Financial representative Jobs in Roswell Ga

Financial Advisor
Innovative Outsourcing —Alpharetta, GA
- $130,000 - $150,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
Quick Apply
Financial Advisor
The Piedmont Group —Dunwoody, GA
- $70,000 - $160,000 a year
- Full-time
- Military
- Mid-level
- Business development
- Disability insurance
- Health insurance
Quick Apply
6d
Sales Development Representative
Spark Business Group LLC —Marietta, GA
- $80,000 - $120,000 a year
- Full-time
- Sales
- Customer service
- No experience needed
- Professional development assistance
- Flexible schedule
Quick Apply
Financial Services Representative - Dunwoody, GA
Fidelity Investments —Dunwoody, GA
- Full-time
- Office
- In-person
- Entry level
- Paid training
- Wellness program
10d
Financial Services Representative (Alpharetta, GA)
Morgan Stanley —Alpharetta, GA
- Full-time
- Hybrid work
- Finance
- Bachelor's degree
- Business Administration
- Paid training
- Employee stock purchase plan
Financial Services Representative - SIE (Alpharetta, GA)
Morgan Stanley —Alpharetta, GA
- Full-time
- Hybrid work
- Finance
- Bachelor's degree
- 1 year
- Paid training
- Employee stock purchase plan
Financial Services Representative
Top Notch Agency —Atlanta, GA
- $26,000 - $82,000 a year
- Part-time
- Remote
- No experience needed
- High school diploma or GED
- Organizational skills
- Health insurance
- Work from home
Quick Apply
14d
Equipment Sales Representative
The Lilly Company —Atlanta, GA
- Full-time
- Azure
- Mid-level
- AWS
- Health savings account
- Disability insurance
Quick Apply
Insurance Sales Representative -Chatman & Associates Allstate Agency
Allstate Insurance Company —Avondale Estates, GA
- $35,000 - $45,000 a year
- Full-time
- US work authorization
- Organizational skills
- In-person
- Health insurance
- Dental insurance
Quick Apply
Senior Sales Representative
Great Day Improvements: A Family of Brands —Alpharetta, GA
- $150,000 - $250,000 a year
- Full-time
- Mid-level
- Residential
- Driver's License
- Employee discount
- Opportunities for advancement
Financial Advisor/Wealth Manager - Atlanta
Georgia Financial Advisors —Atlanta, GA
- From $100,000 a year
- Weekends as needed
- Mid-level
- Office
- In-person
- Health insurance
- Opportunities for advancement
Quick Apply
5d
Sales Representative
Garrett Schafer - State Farm Agency —Alpharetta, GA
- $50,000 - $120,000 a year
- Full-time
- Sales
- Mid-level
- High school diploma or GED
- Health insurance
- Dental insurance
Quick Apply
Insurance Agent - Personal Lines
InsuranceHub Leavitt Agency —Lawrenceville, GA
- $60,000 - $75,000 a year
- Full-time
- Office
- Microsoft Office
- Organizational skills
- 401(k) matching
Quick Apply
Associate Financial Advisor
NettWorth Financial Group —Cumming, GA
- $70,000 - $90,000 a year
- Weekends as needed
- Background check
- Microsoft Outlook
- Mid-level
Quick Apply
Legal Operations Specialist
IT Stuntman LLC —Atlanta, GA
- From $65,000 a year
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- Dental insurance
Quick Apply
Agency Manager - State Farm Agent Team Member
Mitchell Smith - State Farm Agent —Alpharetta, GA
- $150,000 - $225,000 a year
- Full-time
- Mid-level
- Office
- Recruiting
- Profit sharing
- Health insurance
Quick Apply
Bilingual Customer Service Representative for Insurance Agency
Foster & Witmer —Duluth, GA
- $15 - $18 an hour
- Full-time
- Bilingual
- Background check
- Spanish
- Health insurance
- 401(k)
Quick Apply
6d
Field Sales Representative
Monogram Health Inc —Atlanta, GA
- Remote
- High school
- Mid-level
- High school diploma or GED
Quick Apply
Financial Advisor - AI Trainer
DataAnnotation —Atlanta, GA
- $50 - $60 an hour
- Part-time
- Remote
- English
- Mid-level
- Master's degree
Quick Apply
Insurance Agent - Commercial Lines
InsuranceHub Leavitt Agency —Lawrenceville, GA
- $80,000 - $125,000 a year
- Full-time
- Mid-level
- Office
- Microsoft Office
- Paid holidays
- Health insurance
Quick Apply

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financial representative jobs near roswell ga

Financial Advisor

Innovative Outsourcing -
Alpharetta, GA

Quick Apply

Job Details

Full-time
$130,000 - $150,000 a year

Qualifications

Wealth management
Financial sales
Investment management advisory services
Financial analysis
Bachelor's degree
Investment client management
Financial product expertise
Financial concepts
Annuities
Financial goal setting advisory services
Life & Health Insurance License
Experience practicing in the securities industry
Financial markets knowledge

Full Job Description

Financial Advisor

Salary: $130k - 150k per year + Commission/Bonuses
Location: This job is onsite in Cumming, GA

Innovative Outsourcing is excited to partner with our client, Your Wealth Advisors, to hire a client-focused Full Time Financial Advisor to join this dynamic and rapidly growing boutique investment and wealth management firm. As an important part of the team, you will provide top-notch investment and wealth management advice tailored specifically to clients’ needs and will be located at their newest office location in Cumming, GA. This is a great location for people commuting from Sandy Springs, Roswell, Alpharetta, Canton, Jasper, etc.

They are looking for a high energy, driven and savvy financial professional who imbodies their “work hard, play hard” philosophy. A major differentiator in working for this company is that the owner eliminates the need for advisors to prospect for their own business. Through company-driven marketing efforts such as TV, radio, and live events, advisors are provided with qualified leads and full calendars, allowing them to focus solely on closing business. No more struggling with lack of lead generation or sales support! If you are the type of professional who knows they would thrive with this support and is motivated to succeed and looking for a high-reward position, this is the company for you!

As a Financial Advisor with Your Wealth Advisors, you’ll have the opportunity to create customized financial plans while building meaningful, long-term relationships with clients. The ideal candidate will have a solid grasp of financial concepts and products, estate planning, Fixed Index Annuities while ensuring that our clients receive exceptional guidance aligned with their financial aspirations.

Key Responsibilities:

Develop and maintain strong client relationships to foster trust and ensure repeat business.
Educate clients on Fixed Indexed Annuities, their benefits, and suitability for their financial goals.
Conduct thorough financial needs assessments to develop customized investment strategies.
Manage client accounts, providing ongoing support and service.
Stay updated on market trends and regulatory changes related to annuities and investment products.
Collaborate with internal teams to ensure seamless integration of services.
Meet or exceed sales targets and contribute to the overall growth of the company.

Qualifications:

Bachelor’s degree
2-4 years experience in sales of Investments and Annuities, Estate Planning is a plus
Life and Health License for GA
Series 65 or Series 66 license preferred.
Proven experience in financial sales, preferably in an advisory role.
Strong understanding of Fixed Indexed Annuities and investment products.
Excellent communication, presentation, and interpersonal skills.
Ability to work independently and as part of a team in a fast-paced environment.
Strong ethical standards and a commitment to client satisfaction.

Compensation & Financial Support:

First-Year Target Earnings: $130,000 - $150,000+ earning potential (Composed of uncapped commissions and performance bonuses)
Ramp-Up Structure: $60,000 - $90,000 draw to secure your baseline cash flow during your transition.
The Fuel: 100% company-provided, pre-set, qualified client appointments (No cold-calling or self-prospecting required).

Pay: $130,000.00 - $150,000.00 per year

Work Location: In person

Quick Apply

Refine Your Search

financial representative jobs in roswell ga

Financial Advisor

Financial Advisor

Sales Development Representative

Financial Services Representative - Dunwoody, GA

Financial Services Representative (Alpharetta, GA)

Financial Services Representative - SIE (Alpharetta, GA)

Financial Services Representative

Equipment Sales Representative

Insurance Sales Representative -Chatman & Associates Allstate Agency

Senior Sales Representative

Financial Advisor/Wealth Manager - Atlanta

Sales Representative

Insurance Agent - Personal Lines

Associate Financial Advisor

Legal Operations Specialist

Agency Manager - State Farm Agent Team Member

Bilingual Customer Service Representative for Insurance Agency

Field Sales Representative

Financial Advisor - AI Trainer

Insurance Agent - Commercial Lines

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