Wealth Management Advisor in Atlanta, GA with Greene Resources

Date Posted: 1/11/2022

Job Snapshot

Job Description

Job Number: 43295

Wealth Management Advisor

Job Description:

With a distinctive culture, the best-in-class products and outstanding service, our client has been recognized time and time again for their accomplishments within the benefits brokerage space, as well as what they offer within the organization. Right now, they are in need of a wealth advisor to join their team in Atlanta! The wealth management advisor will evaluate clients and prospects in terms of their financial needs, current portfolio holdings, available investment capital, and help retirement plan participants identify their investment and savings needs and objectives. The Advisor - WM will conduct educational meetings for participants of existing retirement plan clients as well as one-on-one meetings. This person will meet with clients and prospects via phone calls, conference calls, webinars, educational meetings, and face-to-face meetings for initial and on-going consultations. This position will need a complete overview of the clients or prospects situation, and then would advise them on financial courses of action and/or solutions that would best meet their financial needs and provide them with the best possible financial and retirement outcomes. This position is a commission-based sales position. The Advisor - WM will build a book of business by harnessing the power of the clients Retirement + Wealth brand. Lead generation comes from conducting individual and group educational meetings for retirement plan clients and through individual networking efforts.


  • Searching out, exploring, and developing new business with an emphasis on new clients and/or prospect development

  • Prospect external referrals/contacts, network in the community, and be highly visible

  • Open prospect accounts, sell comprehensive and competitive investment and financial planning services

  • Foster solid relationships to provide a maximum value to both customers and to the R + W division.

  • Help plan participants, prospects, and clients by answering questions and providing advice and solutions to meet financial needs

  • Oversee opening new accounts, transferring accounts, maintaining appropriate account records, adhering to any compliance policies, and assisting the Retirement Services department with investment and educational services for its client base

  • Explain to clients the functions of various securities markets and the principal factors that affect them

  • Work closely with the Portfolio Management team to understand the investment philosophy and ensure clients are provided with the best investment solutions

  • Develop leads through cold calling, networking and client referrals; meet annual sales goals by advancing prospects through opportunity pipeline to close business

  • Service client needs and monitor clients financial investments, deferrals, and overall financial picture including life, LTC, LTD, college planning, retirement planning, HSA, Roth and pretax deferrals, etc. with integrity and respect to the organization as a whole

  • Make recommendations consistent with changes in economics and the financial condition of the markets as well as the client?s needs and objectives

  • Access the strategic alliances to help in marketing efforts and retention of clients; work in conjunction with the service team on day-to-day service including investment review meetings and financial planning

  • Make calls to onboard new hires for companies

  • Lead Generation - cultivate relationships and opportunities via contact with plan participants and centers of influence

  • Close new business relating to revenue generation

  • Maintain ongoing relationship with clients and provide ongoing support, services, and financial consulting services

  • Help implement data feeds from recordkeepers to create call list

  • Document conversations and lead generations via CRM system

  • Generate revenue related to sales activities

Education Requirements:

  • College degree in Business, Accounting, Finance, Economics, or a related field required

  • Graduate-level college degree (MBA, JD, etc.) is desirable

Desired Background/Skills:

  • High level of energy and drive, a self-starter, enthusiastic, and has the motivation to be highly successful in a relationship selling environment

  • Ability to sell, develop relationships (internally and externally), and commit to long-term professional development (lifelong learning and certifications)

  • Strong presentation and communication skills; ability to adjust communication style based on setting and audience

  • Full knowledge and understanding of department functions and interactions

  • Ability to adapt to a rapidly changing business, technology and regulatory environment


  • 2+ years of industry experience required, 3-5 years of industry experience preferred

  • Requires conformity to legal and regulatory requirements and guidelines associated with NASD, SEC, and company Retirement + Wealth compliance

  • NASD Series 6 and 63, and state life, accident, and health insurance licensing is preferred in addition to meeting all regulatory and compliance guidelines

  • Certifications such as CFP, CTFA, Series 7 preferred; willingness to complete the CFP is a plus

  • Knowledge of trust, investments, and other investment products

Other Information:

    Greene Resources is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.


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