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DATE ADDED: Thu 11/10/2018

Financial Advisor

Atlanta, USA
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COMPANY: AMERICAN GLOBAL WEALTH SERVICES

Job Description

 

American Global Wealth Services, Inc. is a rapidly growing financial services firm headquartered in Metro Atlanta with representatives throughout the United States. We are part of a dynamic enterprise made up of multiple broker dealers, a registered investment advisory and an insurance entity. We are growing rapidly through acquisitions across the country and are looking for the right professionals to become a part of an innovative team that is building a new type of financial services firm.

 

American Global Wealth Services offers clients a complete range of platforms including discount and full-service brokerage, fee-based advisory services, financial planning, and wealth management. We are not beholden to proprietary products so our advisors have a full complement of investment and insurance tools and strategies to address their clients’ needs.

 

If you are energetic, entrepreneurial, and looking for a firm that will give you the tools to do your job right, you need to check out this opportunity!

 

Affiliation Options

Independent Advisor

Designed for an established advisor looking for greater independence and a supportive back-office. We respect that you have a unique professional blueprint for managing your practice and are committed to your success.

 

In-house Advisor

Home office advisors can build their practice through their own prospecting efforts and by building relationships with the firm’s house accounts. In our home office you can leverage the expertise of your colleagues to help your clients with many more solutions than you can alone.

 

Resources

  • Personal home office support from an experienced staff.
  • Comprehensive array of investment and insurance products designed to offer your clients tailored solutions. Use your choice of brokerage and advisory platforms.
  • No pressure to sell proprietary products. Thorough due diligence is conducted on traditional and specialty products from leading providers so you will have access to the tools and strategies your clients deserve.
  • In-house bond trading/research desk so you can offer individual bonds or customized laddered portfolios at competitive prices.
  • State-of-the-art fee-based platform that gives you access to customized strategies with low account minimums.
  • Financial planning software and support from the home office.

 

The Expertise We’re Looking For

  • Bachelor’s degree preferred
  • 3+ years of financial services experience
  • Ability to meet deadlines and manage client relationships
  • Experience with brokerage, advisory and insurance products
  • Strong working knowledge of Microsoft Office, ability to learn firm CRM system and other technology
  • Series 7, 66 or 63

Company Description
American Global Wealth Services, Inc. is a rapidly growing financial services firm headquartered in Metro Atlanta with representatives throughout the United States. We are part of a dynamic enterprise made up of multiple broker dealers, a registered investment advisory and an insurance entity. We are growing rapidly through acquisitions across the country and are looking for the right professionals to become a part of an innovative team that is building a new type of financial services firm.


Role: Financial Advisor
Job Type:
Location: Atlanta,

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