Holistic Wealth & Investment Advisor

Anchyra Partners; Atlanta (GA); Hybrid; USD 100,000 - 180,000; Full time

Job summary

Anchyra Partners in Atlanta combines wealth strategies with a high-touch client experience. The Investment Advisor will design and implement portfolio strategies, monitor performance, and prepare clear reports for client meetings.

You will engage with internal partners, stay current on market trends, and help refine advisory processes and tools to improve client outcomes. Strong analytical and communication skills are essential.

Qualifications

• Experience in financial planning and investment advisory with analytical skills.
• Ability to design and present comprehensive, goals-based financial plans.
• Proficiency in portfolio construction, risk management, and implementation of investment strategies.
• Excellent written and verbal communication with ability to explain complex topics clearly.
• Comfort with technology platforms for portfolio management, reporting, and planning.
• High integrity, client-centric mindset, and collaborative approach.

Responsibilities

• Build comprehensive, goals-based financial plans and IPS reflecting client objectives.
• Construct and manage diversified portfolios aligned to IPS; rebalance with tax-aware execution.
• Monitor portfolios, performance, risk, and provide clear reporting with actionable steps.
• Conduct regular client reviews and proactive outreach; document decisions and outcomes.
• Coordinate with tax, estate, and legal teams to deliver integrated advice.
• Identify opportunities to improve processes, tools, and client experience.
• Meet or exceed KPIs for retention, client satisfaction, response SLAs, and planning/IPS delivery timelines.

Skills

Investment advisory

Financial planning

Portfolio management

Risk management

Client communication

Tech-savvy

Education

CFP or CFA (preferred)

Series 65/66 or IAR eligibility

Tools

eMoney

MoneyGuide

Addepar

Orion

CRM platforms

Job description

Anchyra Partners in Atlanta combines wealth strategies with a high-touch client experience. The Investment Advisor will design and implement portfolio strategies, monitor performance, and prepare clear reports for client meetings.

You will engage with internal partners, stay current on market trends, and help refine advisory processes and tools to improve client outcomes. Strong analytical and communication skills are essential.