Financial Advisor - Grow Client Wealth & Relationships

Strategic Wealth Designers; Sandy Springs (GA); On-site; USD 90,000 - 115,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

401(k) match

Professional development budget

Paid time off

Holidays

Job summary

Strategic Wealth Designers is seeking a Financial Advisor to manage an established client base and work with the Lead Advisor to provide planning guidance, service, and growth opportunities. You will own client relationships, drive planning value, and help expand assets while maintaining exceptional service.

Location in Atlanta area with a focus on retirement planning, investment strategies, and comprehensive financial solutions.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field.
• Series 65 or Series 66 license.
• 2+ years of experience as a Financial Advisor.
• Experience with investment management and insurance solutions.
• Strong written and verbal communication skills.
• Excellent organizational skills and attention to detail.
• Ability to manage multiple priorities and deadlines.
• A proactive mindset and strong follow-through.

Responsibilities

• Serve as a relationship manager for an existing book of business.
• Conduct review and strategy meetings with a focus on service and opportunity.
• Identify gaps in planning, assets, or coverage and address them proactively.
• Build trust that leads to long-term retention and expanded relationships.
• Identify opportunities for additional assets, accounts or services within existing client relationships.
• Encourage and generate referrals through consistent value delivery and trust-building.
• Partner with the Lead Advisor to convert opportunities into actionable next steps.
• Contribute to the organic growth of the firm through relationship expansion.
• Prepare for client meetings with both service and growth in mind.
• Ensure meetings include clear recommendations and next steps.
• Surface opportunities for additional planning, assets or solutions.
• Follow through on all action items that move the relationship forward.

Skills

Relationship management

Communication skills

Organizational skills

Time management

Education

Bachelor’s degree in Finance

Series 65 license

Series 66 license

CFP designation

Life & Health licenses

Tools

Envestnet

CRM system

Job description

Strategic Wealth Designers is seeking a Financial Advisor to manage an established client base and work with the Lead Advisor to provide planning guidance, service, and growth opportunities. You will own client relationships, drive planning value, and help expand assets while maintaining exceptional service.

Location in Atlanta area with a focus on retirement planning, investment strategies, and comprehensive financial solutions.