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Financial Advisor

ForthRight Wealth Management
Alpharetta, Georgia
Starting salary $50,000-$60,000/year with 401k and opportunity for bonus
Closing date
Sep 22, 2023

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Job Role
Financial Advisor
Employment Type
Full Time
Entry Level
Experience Level
1-4 years
CFP® Certification

Job Details

Our best candidate must be trustworthy, dependable, and able to articulate openly and intelligently to assist our clients in achieving their long-term financial goals.

You will work alongside the partners to learn and implement our unique planning process for clients. You WILL NOT be expected to cold call to bring on new clients or sell products.

As your experience grows at our firm, you will handle more clients and responsibilities and we want to help you grow your career and income. You will find that the compensation package to be in line with the responsibilities and daily activities with the opportunity to grow over time.

We would love to speak with you directly about the details.


  • Performing client administrative assignments
  • Handling general business operational tasks
  • Preparing for client financial reviews
  • Managing trading in client accounts
  • On-boarding new clients
  • Continual monitoring of client goals
  • Holding calls with clients
  • Managing a book of business


  • Exceptional interpersonal and team communication skills
  • Bachelor's degree
  • 2-5 years of industry experience
  • Robust knowledge of investments
  • Microsoft 360 (Word & Excel)


We offer a team approach to financial planning, offering a broader scope of experience than you will likely find in any one person. Clients are our main priority, which is why we work to understand their unique circumstances and ultimately create a distinctive plan that provides a roadmap for their financial journey.

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