Experienced Financial Advisor — Alpharetta, GA Anand Financial Advisors

• Alpharetta, GA
• Full-time
• In-office The Opportunity You're producing at a bank, wirehouse, or captive shop.

You're earning 40-50% on business you brought in, working someone else's product shelf, and hitting someone else's quota. You've already done the math on what that costs you every year. AFA is an established independent practice in Alpharetta — office, technology, compliance, and back-office support already running. There is no branch to build and no startup risk. You bring your book and your client relationships. We bring the platform, a materially higher payout, and the support to move your clients over cleanly. Compensation 50-70% payout on all production — no caps, no tiered thresholds Transition assistance available — structured to your book and situation, discussed confidentially before you commit to anything What You Get Here An established Alpharetta office and full infrastructure — no lease, no build-out, no waiting Full transition support — licensing, ACAT account transfers, and client onboarding handled by our operations team so your clients feel as little disruption as possible Direct work with AFA's founder , a CFP® who has built and retained a client base over nine years — case design, joint meetings, and real strategy conversations, not a manager checking your activity log Five in-house model portfolios available as a resource, with room for client-specific planning — use them where they fit Growth path into a senior/partnership role for the right long-term fit — we'll talk specifics openly rather than dangle it A small team where your work is visible — you're not producer #400 in a regional pod What We're Looking For 2+ years currently producing as a Financial Advisor (bank platform, wirehouse, or similar W2/captive environment) $5M+ AUM or $100k+ trailing-12 revenue Active Series 6 or 7 and 63/65 or 66, plus applicable life and health insurance licenses Clean U4 — no disclosures that would complicate onboarding Demonstrated ability to build and grow client relationships. Existing ties to the GA 400 corridor help you ramp faster but are not required. How the Conversation Works We know you can't exactly broadcast that you're looking. So here's exactly how this goes: You reach out directly — no application portal, no HR queue, no résumé in a database A confidential 20-minute call to see whether this is even worth either of us spending more time on If it makes sense, we walk through real numbers — payout, transition assistance, and what your book would actually look like here Nothing moves, and nothing is said to anyone, until you decide it should Send your resume to Keith@anandfa.com

Pay:

$35,000.00 - $350,000.00 per year

Benefits:

Financial planning services Flexible schedule

Work Location:

Hybrid remote in Alpharetta, GA 30009