Financial Advisor – Atlanta, GA

Posted 5 Hours Ago
Be an Early Applicant
Atlanta, GA, USA
Hybrid
70K-100K Annually
Entry level
Financial Services
The Role
Build and manage a client base by prospecting through networking and referrals, developing long-term relationships, conducting financial needs analyses, and recommending investment, retirement, insurance, and wealth protection solutions. The role is commission-based, full-time, and includes ongoing training, mentorship, and professional development.
Summary Generated by Built In

Financial Advisor – Atlanta, GA

Empower Lives. Build Your Future. Thrive in Atlanta

Are you ready to make a real impact while building a rewarding career? 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.

What You’ll Do:

  • 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.

What Makes Us Different:

  • Entrepreneurial Freedom – Be in business for yourself, but never by yourself.
  • Innovative Tools & Resources – Access cutting-edge tech and training to grow your practice.
  • Custom Solutions – Offer a full suite of financial products tailored to individual client needs.

Compensation & Benefits:

  • Commission-Based Role – Unlimited earning potential based on your effort and success.
  • Performance-Based Rewards – Your income reflects the value you bring.
  • Comprehensive Benefits Package – Including medical, dental, life, disability, and retirement plans.
  • Subsidized Benefits – For qualified Financial Services Representatives (contractual eligibility applies).
  • Ongoing Development – Coaching, mentorship, and advancement opportunities.

Schedule:

  • Full-Time | Monday–Friday

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.

Responsibilities

  • 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

Qualifications

  • 215 License Needed
  • Series
  • Mass Mutual Company
  • Series 7,6 and SIE preferred
  • Must be in the Atlanta, GA area
  • Sales Experience Needed
  • 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 analysis
  • Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates
  • Upside Earning Potential

Compensation

$65,000 - $100,000+

About Coastal Wealth

At Coastal Wealth, we’re more than a financial solutions firm — we’re your trusted partner committed to integrity, transparency, and ethical excellence. Celebrating diversity and fostering inclusivity, we bring together a team of experts dedicated to empowering your financial future.

Explore a world of tailored financial opportunities designed just for you. From personalized, comprehensive financial plans to investment strategies crafted to match your unique goals, we help you unlock the full potential of your wealth. Our strategic tax planning ensures you keep more of what you earn, while our extensive suite of services supports every facet of your financial life.

What sets us apart is our genuine care: we listen closely, offer thoughtful guidance, and prioritize the success of you, your family, and your business. With Coastal Wealth, embark on a personalized financial journey that’s as unique as your aspirations.

Skills Required

  • 215 license
  • Sales experience
  • Residence in or proximity to Atlanta, Georgia
  • Series 7 license
  • Series 6 license
  • SIE qualification
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
307 Employees
Year Founded: 2016

What We Do

Coastal Wealth is a financial planning and wealth management firm serving individuals, families, and financial professionals. Its client-focused approach offers personalized guidance and behavioral financial planning for long-term financial well-being. The firm supports advisors with systems and relationships to build their businesses. Services include financial planning, protection planning, and group and executive benefits; its mission is to help clients and professionals navigate opportunities and build lasting futures.

Similar Jobs

In-Office
Marietta, GA, USA
20258 Employees
Easy Apply
Remote or Hybrid
United States
800 Employees

Zscaler Logo Zscaler

Principal Customer Success Portfolio Manager

Cloud • Information Technology • Security • Software • Cybersecurity
Easy Apply
Remote or Hybrid
USA
8697 Employees
151K-215K Annually

Optimal, a OneMagnify Company Logo Optimal, a OneMagnify Company

SEO & GEO Strategist

Agency • Digital Media • eCommerce • Social Media • Business Intelligence
Remote or Hybrid
United States
90 Employees

Similar Companies Hiring

Granted Thumbnail
Artificial Intelligence • Healthtech • Insurance • Mobile • Financial Services
New York, New York
23 Employees
Hanover Park Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
42 Employees
Onshore Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
60 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account