Financial Advisor

The Well; Atlanta (GA); Hybrid; USD 100,000 - 125,000; Full time

Benefits offered by this job

Uncapped variable compensation

Health insurance coverage for employees

Group benefits (disability and life insurance)

401(k) with employer match

Job summary

A growing wealth management firm in Metro Atlanta seeks a Financial Advisor to manage existing client relationships and develop new business. The role emphasizes a planning-first approach with internal support and mentorship. With a flexible hybrid work model, you will be responsible for providing high-touch service, leading client meetings, and building trust-based relationships. Candidates should possess significant experience in financial planning and hold relevant securities licenses. A CFP® designation is preferred.

Qualifications

• 5–10+ years of financial planning and wealth management experience.
• Strong willingness to obtain CFP® certification if not currently held.
• Active in securities licensing and comfortable with technology.

Responsibilities

• Manage a client book with high-touch service.
• Participate in client meetings and planning discussions.
• Develop trust-based relationships that generate referrals.

Skills

Financial planning experience

Wealth management experience

Client relationship management

Communication skills

Tech-savviness

Education

CFP® certification

Active securities licensing (Series 7 + 66)

Life & Health License

Job description

On-Site/Hybrid | $100-125K base salary + Commissions + Benefits Package

We’re hiring a Financial Advisor (Associate/Servicing) on behalf of our client—a growing, independent wealth management and financial planning firm based in Metro Atlanta.

Why this role

This hire will step into a rare “grow-with-support” seat: you’ll help steward a recently acquired client base while building your own book over time, backed by robust internal support and mentorship. The firm’s approach is planning-first, fiduciary-minded, and intentionally not “sales quota” driven.

What you’ll do

• Serve as a relationship-focused advisor for an existing client book, supporting a smooth transition and high-touch service
• Lead and participate in client meetings (in-person and Zoom), including reviews, planning conversations, and implementation follow-ups
• Develop trust-based client relationships that naturally generate referrals and additional assets
• Build through centers of influence (COIs) and networking (attorneys, CPAs, business owners, etc.)
• Partner with internal planning, trading, and administrative resources so you can stay focused on client-facing work
• Use model portfolios when appropriate, while thoughtfully customizing when it’s in the client’s best interest
• Document client interactions and planning action items, and maintain strong follow-through on commitments

What success looks like

• Ramp quickly by learning the firm’s planning and service philosophy; expect a meaningful learning curve over the first 12–18 months
• Deliver a consistently excellent client experience (responsiveness, clarity, and proactive follow-up)
• Progress from “associate” support into primary advisor responsibilities on the acquired client base within ~12 months (with mentorship, not thrown to the wolves)
• Establish a COI/referral strategy and begin producing net new assets through relationships

Candidate profile

• 5–10+ years of financial planning and wealth management experience (planning exposure is important)
• Active securities licensing required (Series 7 + 66 preferred; equivalent combinations considered) and Life & Health License
• CFP® preferred; if not currently held, strong willingness to obtain
• Comfortable advising through a planning-first, client-first lens (no product quotas)
• Tech-savvy and able to learn new systems quickly (financial planning, tax, and workflow tools)
• High EQ, authentic communication style, and a team-first mindset (collaborative, coachable)
• Enjoys educating clients and simplifying complexity without talking down to people

Deal-breakers (read this twice)

• Prefers to run personal, bespoke portfolios for every client as the primary value-add (this team’s value-add is planning + advice + relationships; portfolio construction is supported by the broader platform)
• Needs qualified leads fed to them and is not willing to build COIs or referral partnerships over time
• Not comfortable being in-office more frequently during the first year to ramp and learn the firm’s workflows
• Uncapped variable compensation tied to new business/assets the advisor sources and brings in (payout up to 60% of revenue on those assets)
• Health insurance: employer covers 100% of the employee (individual) premium; family coverage available through the group plan
• Group benefits available (e.g., disability and life insurance)
• 401(k): safe-harbor style match (up to ~4% employer match when the employee contributes 5%)

Work environment

• Hybrid (in-office focus during the first 12 months for training; more flexibility after ramp-up)
• Client meetings are a blend of in-person and Zoom (many clients value face-to-face early in the relationship)
• Supportive training (approx. 3 months) includes a structured ramp (approx. 12 months) and shadowing time with team members

How to apply

If you’re a relationship-driven advisor who wants to grow in a planning-first environment—with real support and a meaningful book to work from—apply to be considered. Selected candidates will be asked to complete a recorded introductory interview and, later in the process, a personality assessment.