Financial Advisor - Fully Remote (Atlanta area or Southeast)

Independent Financial Advisor – Fully Remote (Atlanta area or Southeast)

We are a culture-first independent financial advisory firm on a strong growth trajectory, seeking an experienced Financial Advisor who can work remotely. This role is well suited for either:

• Experienced Financial Advisors who already manage a book of business and are seeking a new platform towards higher payouts and fuller or complete independence , or
• Experienced Financial Advisors who do not yet have a portable book of business but have a proven history of prospecting, selling, and building client relationships; and wants to investigate becoming an independent financial advisor

This is a sales-driven role. Advisors are expected to generate and grow their own client relationships. You may be located anywhere in the Southeast, although the greater Atlanta area is preferable. The firm’s primary offices are in Northeast Atlanta, and occasional in-person meetings with the team in Atlanta can be expected. Otherwise you will be all-remote.

As a Financial Advisor, you will play a critical role in expanding your client base by prospecting, presenting, and closing your own new business centered around investment and retirement solutions. You’ll be delivering customized financial strategies that reflect a commitment to long-term wealth management and client success.

What Sets Us Apart

• As fiduciaries, we always act in our clients’ best interests, ensuring recommendations align with their long-term goals.
• We are a culture-first firm where independence, collaboration, and personal accountability drive success.
• Advisors receive weekly coaching and development support focused on both sales execution and financial planning excellence.
• You’ll work with a high-performing, client-centric team supported by strong systems and infrastructure designed to help you scale.
• We are able to design a transition/sign-on package for you that meets your needs
• For experienced advisors who are looking primarily for that independence and autonomy, we can offer some of the highest payouts in the industry.

Your Primary Focus

• Acquire new clients through consistent prospecting, networking, and proactive outreach, whether by transitioning an existing book of business or by building one from the ground up.
• Sell financial securities products, including mutual funds, ETFs, equities, fixed income, annuities, and advisory platforms aligned with client needs.
• Lead discovery meetings and deliver investment and retirement solutions based on a thorough understanding of client goals.
• Build and maintain trusted, long-term client relationships through effective communication and ongoing service.

What We’re Looking For

• Minimum of 5 years of experience as a fully licensed, production-oriented Financial Advisor
• Active FINRA Series 7 and 66 licenses (required)
• Demonstrated success in new client acquisition — either through an existing book of business or a documented ability to self-source and close new relationships
• Strong knowledge of investment vehicles, retirement planning, and holistic financial planning
• Bachelor’s degree or higher

Key Responsibilities

• Proactively build and grow your practice through sales-driven outreach and relationship-building
• Develop personalized financial plans across retirement, investment management, estate strategies, and more
• Stay current with industry trends, market conditions, and compliance requirements
• Use financial planning tools to support client recommendations and ongoing portfolio monitoring
• Collaborate with internal teams and leadership to continuously improve the client experience

Our Culture

We take pride in serving clients who have worked hard to achieve their financial goals. Our team operates with mutual respect, high standards, and shared accountability. If you are entrepreneurial, coachable, and thrive in a high-trust environment where performance and integrity matter, we want to meet you.