About this role
Financial Advisor II at The Forge Companies. Location: Atlanta, Georgia, United States. Role: advising clients, managing portfolios, implementing recommendations Requirements: Bachelor's degree, 5+ years financial advisory experience, Series 65 and Life & Health insurance licenses required (or obtain within 6 months), CFP preferred, ability to travel ~25%, strong analytical, client-facing, and computer skills. Category: Finance and Accounting Seniority: Senior Level Certifications: series 65, life and health insurance, cfp Commitment: Full Time Workplace: Onsite Languages: English