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Financial Advisor – Fully Remote (Atlanta area or Southeast)

March 7, 2026

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. Remote About the Company: Professions Inc Apply tot his job

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...