Business Financial Advisor

The KXN; Atlanta (GA); On-site; USD 180,000 - 300,000; Full time

Job summary

The KXN is seeking a Vice President, Wealth Advisor to lead business development as a true hunter in our fee-only RIA. You will leverage your network to prospect, build relationships, and convert conversations into advisory engagements, with emphasis on self-sourcing and community involvement.

Ideal candidates have CFP credentials, a strong track record in client acquisition, and the drive to establish a meaningful book of business in Atlanta.

Qualifications

• Bachelor’s degree in Finance, Financial Planning, Business, or related field.
• Proven track record of successful business development and client acquisition.
• Ability to independently source and close new business.
• Strong professional and community network.
• Experience in wealth management or advisory environments.
• Excellent communication and relationship-building skills.
• Entrepreneurial mindset with ownership and accountability.

Responsibilities

• Source and close new wealth-management business through your network.
• Build and maintain relationships with clients and centers of influence.
• Represent the firm and establish a strong community presence.

Skills

Business development

Client acquisition

Networking

Communication

Relationship building

Entrepreneurial mindset

Education

Bachelor’s degree in Finance/Financial Planning/Business

Job description

Vice President, Wealth Advisor | Business Development

We’re looking for an accomplished Vice President, Wealth Advisor to join our fee-only Registered Investment Adviser (RIA).

This is a high-impact, entrepreneurial opportunity for a CFP® professional who knows how to prospect, build a network, develop relationships, and turn opportunities into new business. The ideal candidate is a true hunter—someone who creates opportunities rather than waiting for leads to come their way.

While there may be opportunities to receive marketing or firm-generated leads, those are not the primary focus of this role. We’re looking for someone who can self-source business through their professional network, community involvement, centers of influence, and ability to build relationships from the ground up. An existing book of business is not required for this role—we’re more looking for someone with the DNA of a hunter.

Qualifications

• Bachelor’s degree in Finance, Financial Planning, Business, or a related field
• Proven track record of successful business development and client acquisition
• Demonstrated ability to independently source and close new business
• Strong existing professional and community network
• Experience in wealth management, financial planning, or a related advisory environment
• Excellent communication, relationship-building, and interpersonal skills
• Entrepreneurial mindset with a strong sense of ownership and accountability

Why This Role

• Significant earning potential with highly competitive compensation
• Opportunity to build and grow a meaningful book of business
• Ability to leverage your existing network and create your own business opportunities
• Support from a collaborative, high-performing team
• Opportunity to establish a strong presence in the community and build long-term relationships
• A culture that values entrepreneurship, performance, and results

This is an opportunity for an Advisor who is already well-connected, loves being out in the community, and gets excited about turning conversations into relationships and relationships into business.