Wealth With No Regrets® is an independent registered investment advisory (RIA) firm headquartered in Alpharetta, GA, managing over $400 million in assets for high-net-worth individuals, couples, and families. We help financially successful clients Make the Right Decisions for the Right Reasons — so they can enjoy a more rewarding retirement and future. We provide financial and retirement planning services that include wealth management, tax strategies, income solutions, protection and legacy planning, and fiduciary services to high-net-worth business owners, executives, professionals, and independent women who have accumulated $1 million or more in savings. The Wealth With No Regrets workplace is one where everyone's work matters, each team member's contributions are valued and appreciated, and together we make a difference for our clients Requirements Bachelor's in financial planning, Tax/Accounting, Business, Economics, or related 3+ years prospecting and closing new business, qualified leads & bringing over assets 5+ years Wealth Management industry CFP Designation Series 63,65/66 and Health and Life Insurance license - within first 2 months Proficiency in Microsoft Office Suite Expertise in Excel building formulas and spreadsheets Sales focused: Having the ability to follow process and articulate financial concepts

Planning:

Ability to build a financial plan and model that includes investing, income, tax, protection, and legacy strategies Presentation skills to articulate financial plans and the benefits to client Strong verbal communication to build relationships Day to Day Meet with prospects and confidently use our tools and process to identify dangers and opportunities in their existing financial plan and steps we will take to implement a plan and solutions Use our proven methodology of planning to demonstrate the value we provide to prospective clients Be able to communicate using our proven strategies of engaging with a prospect and client to help them do what is in their best interest Proactively communicate and follow up with prospective clients and clients about their goals, desires, and plan

Pay:

$75,000.00 - $150,000.00 per year

Benefits:

Relocation assistance Application Question(s): Why are you looking to join Wealth With No Regrets? Have you been the "Closer" or "Sales" Advisor at previous firms?

License/Certification:

CFP (Required) Ability to

Commute:

Alpharetta, GA 30004 (Required)

Work Location:

In person