Position Details: Financial Advisor

Description:

Full-Time | Hybrid Possible

We are a premier retirement and financial planning firm based in Atlanta, managing approximately $380 million in assets for high-net-worth individuals, families, and institutions. As a registered investment adviser, our commitment to our clients’ long-term success fuels our continued growth. We are building something extraordinary—for both our clients and our team—and we invite you to be part of it.

Our firm offers a collaborative, purpose-driven environment where innovation, professional development, and meaningful work are at the core of everything we do. If you're passionate about guiding people toward financial security and fulfillment, we encourage you to join us as we shape the future of wealth management.

About the Role

We are seeking an experienced Wealth Advisor to manage long-term client relationships, actively contribute to advanced financial planning strategies, and help drive the firm’s growth. You will work directly with clients to understand their financial goals, guide them through sophisticated planning and investment strategies, and ensure an exceptional client experience at every step.

You’ll also engage with prospective clients through inbound leads and personal networking, cultivating opportunities via referrals from clients and centers of influence.

Key Responsibilities

• Build and maintain deep, trusted relationships with clients; serve as the primary point of contact for all aspects of their financial planning.

• Prepare for and lead client meetings—set agendas, take detailed notes, track follow-ups, and ensure timely execution of all deliverables.

• Conduct in-depth financial planning analyses aligned with client goals, including retirement, estate, insurance, tax, and investment strategies.

• Develop and present tailored investment recommendations; coordinate with the trading team to ensure portfolios reflect each client’s objectives and risk profile.

• Collaborate with support staff to ensure prompt, thorough client service and follow-up.

• Coordinate with external professionals (CPAs, attorneys) to deliver holistic, integrated solutions.

• Identify and pursue opportunities to deepen relationships with existing clients and encourage referrals.

• Contribute to firm-wide initiatives aimed at improving processes, service quality, and operational efficiency.

• Accurately document all client interactions and planning details in the firm’s CRM system.

What You Bring

• Bachelor’s degree in finance, financial planning, or a related field.

• CFP® designation required.

• Minimum of 5 years of experience managing client relationships in financial planning or investment advisory.

• Strong understanding of custodial platforms such as Schwab and Fidelity.

• Proficiency in Microsoft Excel, PowerPoint, Outlook, and financial planning tools.

• Expertise in financial planning, especially in complex client situations.

• Excellent interpersonal, written, and presentation skills—you’re confident, calm, and empathetic in any client-facing situation.

• Outstanding organizational skills, with the ability to prioritize tasks, manage deadlines, and anticipate potential issues.

• A client-first mindset, high level of emotional intelligence, and a natural ability to build trust and rapport.

• A growth-oriented, proactive approach—you’re driven to master your craft, continuously improve, and elevate the client experience.

If you're a dedicated financial professional seeking a purpose-driven firm where you can make a lasting impact, we’d love to meet you.

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