Financial Advisor | Retirement Planning

Your Wealth Advisors; Atlanta (GA); On-site; USD 60,000 - 100,000; Full time

Job summary

Your Wealth Advisors is seeking an experienced Financial Advisor to serve as the lead advisor for the Cartersville market, building a local presence with firm support and pre-qualified prospects.

The role emphasizes a consultative, planning-based approach to retirement planning and building long-term client relationships, with ongoing marketing support and uncapped earning potential.

Qualifications

• A consultative, planning-based approach to client work.
• Experience with retirement planning and holistic retirement strategies.
• Ability to build trust and manage a pipeline in a relationship-driven environment.

Responsibilities

• Serve as the primary Financial Advisor for clients and prospects in the Cartersville market.
• Conduct retirement planning and discovery meetings with firm-generated prospects.
• Develop and implement holistic retirement strategies, including AUM solutions and income planning.
• Provide ongoing client service, reviews, and planning updates to support retention and outcomes.

Skills

Consultative communication

Relationship management

Retirement planning

Sales/closing

Education

Life/Health and Securities licenses (preferred)

Job description

Your Wealth is seeking an experienced Financial Advisor to serve as the lead advisor for the market. This is an opportunity to establish and grow a local presence with the support of an established retirement-focused firm, centralized operations, and a consistent flow of pre-qualified prospects generated through firm marketing.

This role is ideal for an advisor who prefers a consultative, planning-based approach and wants responsibility for building long-term client relationships in a new territory—without relying on cold prospecting.

Key Highlights

• Firm-generated, pre-qualified appointments (no cold calling or door-to-door prospecting)
• New office location with the opportunity to be the lead advisor in the market
• Ongoing support from a dedicated marketing engine (seminars, outreach, and brand awareness)
• Competitive base salary with uncapped earning potential
• Operational support to allow advisors to focus on client relationships and planning

Responsibilities

• Serve as the primary Financial Advisor for clients and prospects in the Cartersville market
• Conduct retirement planning and discovery meetings with firm-generated prospects
• Develop and implement holistic retirement strategies, including:
• AUM solutions
• Income and distribution planning
• Fixed indexed annuities and risk management strategies
• Convert qualified prospects into ongoing client relationships through a professional, consultative process
• Provide ongoing client service, reviews, and planning updates to support retention and long-term outcomes
• Maintain appropriate documentation and follow compliance and firm policies

Preferred Qualifications

• Prior experience advising pre-retirees and retirees (typically ages 50–75)
• Strong consultative communication skills and confidence leading client meetings
• Experience with retirement income planning and investment/insurance-based solutions
• Proven ability to build trust, manage a pipeline, and close business in a relationship-driven manner
• Active licensing as applicable (Life/Health and securities registration preferred/required based on firm needs)

Why This Role

Our expansion into Cartersville is a strategic investment. Now we continue to build.