Independent Wealth Advisor | CFP, Client-First Planning

Apella Wealth; Atlanta (GA); Hybrid; USD 120,000 - 160,000; Full time

Benefits offered by this job

Day 1 ownership of client book

Health insurance

HSA/FSAs with company contributions

401(k) with company match

Unlimited PTO

Employer-paid life insurance, AD&D, (n

Job summary

Apella Wealth seeks an experienced Advisor to serve as the primary advisor to clients as an independent relationship manager. You will lead client relationships and deliver holistic financial advisement across retirement planning, investments, tax planning, estate management, and insurance.

Based in Atlanta, GA, this role expects Day 1 ownership of your client book with development and mentorship opportunities.

Qualifications

• Bachelor's degree required.
• CFP certification required.
• 5+ years of financial planning industry experience.

Responsibilities

• Lead client relationships with empathy, transparency, and fiduciary care.
• Create a high-trust relationship and unparalleled white glove experience for every client.
• Planning, Tax planning, Risk management and General planning.
• Independently lead client calls both in-person and virtual as required.
• Build new client relationships through networking, firm marketing, and referral management.
• Work with your dedicated operations team to ensure client retention and satisfaction.
• Collaborate with firm leadership and SMEs to evolve client offerings.

Education

Bachelor's degree

CFP certification

Tools

Microsoft Office

ERP software

CRM software

Job description

Apella Wealth seeks an experienced Advisor to serve as the primary advisor to clients as an independent relationship manager. You will lead client relationships and deliver holistic financial advisement across retirement planning, investments, tax planning, estate management, and insurance.

Based in Atlanta, GA, this role expects Day 1 ownership of your client book with development and mentorship opportunities.