Lead Financial Advisor

Bella Advisors, Inc.; Roswell (GA); On-site; USD 90,000 - 150,000; Full time

Job summary

Bella Advisors, Inc. is seeking a Lead Financial Advisor for our Roswell/Alpharetta, GA office. This full-time, in-office role is not remote or hybrid.

You’ll focus on meeting with prospective clients, building relationships, and helping people retire with confidence while our firm handles marketing, operations, and compliance. The ideal candidate embraces a comprehensive planning approach, delivers the Bella Retirement Blueprint, and thrives on winning new business.

Qualifications

• Appropriate securities licensing is required for advisory responsibilities.
• Retirement planning experience and professional designations are valued.

Responsibilities

• Turn prospective clients into lifelong Bella Advisors clients.
• Lead initial and follow-up meetings with prospects.
• Clearly communicate the value of our retirement planning process to clients.
• Confidently guide qualified prospects through the decision to become clients.
• Collaborate with planning and service teams to ensure a seamless transition for new clients.

Skills

Client acquisition skills

Relationship building

Presentation skills

Licensing (securities)

Job description

Creating Beautiful Retirements.

This is a full-time, in-office position based in our Roswell/Alpharetta, Georgia office. This role is not remote or hybrid.

Love being a financial advisor. Hate running a financial advisory business?

Lead Financial Advisor

Bella Advisors | Roswell / Alpharetta, GA

Creating Beautiful Retirements.

This is a full-time, in-office position based in our Roswell/Alpharetta, Georgia office. This role is not remote or hybrid.

Love being a financial advisor. Hate running a financial advisory business?

What if you could focus on what you do best - meeting with prospective clients, building relationships, and helping people retire with confidence - while an established firm handles the marketing, operations, and compliance?

At Bella Advisors, we're looking for an exceptional Lead Financial Advisor who loves winning new business, believes in comprehensive financial planning, and wants to build a rewarding, long-term career. This isn't a position for someone looking to sit behind a desk and manage portfolios. It's for someone who comes alive in front of prospective clients.

Why Bella Advisors?

We've spent years building the business, brand, infrastructure, and team so our advisors can focus on being exceptional advisors.

When you join Bella Advisors, you gain:

• A platform built for growth: An established firm with a marketing engine and dedicated operational support.
• The freedom to focus on clients: Spend your time in meaningful conversations, not managing employees or running the back office.
• A comprehensive planning process: Our Bella Retirement Blueprint helps clients address income, investments, taxes, legacy, and healthcare - not just their portfolios.
• A long-term home: Build a meaningful career within a firm that's investing in its people, infrastructure, and future.

What You'll Do

Your primary responsibility is simple: Turn prospective clients into lifelong Bella Advisors clients.

You'll lead compelling initial and follow-up meetings, uncover what's most important to each family, clearly communicate the value of our retirement planning process, and confidently guide qualified prospects through the decision to become clients.

You'll collaborate with our planning and service teams to ensure a seamless transition once a client comes aboard. Your success will be measured primarily by your ability to build trust, convert qualified prospects, and bring new assets to Bella Advisors.

Who We're Looking For

You're someone who:

• Has a demonstrated ability to win new financial advisory business.
• Is confident, personable, persuasive, and exceptional at building trust.
• Knows how to uncover a client's real concerns instead of simply presenting products.
• Enjoys being accountable for measurable results.
• Believes that doing what's right for the client drives lasting success.
• Wants to maximize their impact without the burdens of business ownership.

We care more about your ability, character, and results than an arbitrary number of years in the industry.

Appropriate securities licensing is required for the advisory responsibilities. Retirement planning experience and professional designations are valued.

The Opportunity

This is an opportunity to do what you love, supported by a company that's already built the business around you.

If you're a proven advisor who loves the thrill of winning new clients, values long-term relationships, and wants to focus on advising rather than running a business, we'd love to meet you.

Join Bella Advisors and help us create beautiful retirements.