Operations Leader for Wealth Advisory

Bill Good Marketing; Atlanta (GA); On-site; USD 90,000 - 105,000; Full time

Benefits offered by this job

Salary ranging from $90,000 to $105,00

Quarterly performance bonus

Employer-paid medical insurance (50%)

Group life insurance

Long-term disability

Safe Harbor 401(k) with match

PTO starting at 10 days

Job summary

finoBlue Planning Group in Atlanta seeks an Office Manager to own the business side of the practice and enable advisors to focus on client service. You will run HR, payroll, compliance, vendor relationships, and day-to-day operations for a small team under the principal advisor.

You’ll lead HR processes, keep the employee handbook current, coordinate performance reviews, and drive business planning and strategy. Strong organizational and communication skills are essential.

Qualifications

• 3+ years of experience managing an office, a team, or business operations in a professional services environment.
• Hands-on HR experience: hiring, onboarding, payroll, benefits administration, and performance management.
• Organized with the ability to juggle competing priorities.
• Clear written and verbal communication.
• Comfortable with technology and quick to learn new systems.

Responsibilities

• Manage HR for a team of 5-6 people, onboarding, files, benefits, payroll, PTO tracking, and performance reviews.
• Supervise daily operations: scheduling, workflow, supplies, vendor coordination, and office efficiency.
• Coordinate compliance with broker-dealer (Raymond James): branch compliance, audits, CE tracking, gift log management, and licensing requirements review.
• Support business planning: annual plan, track progress, marketing/calendar, and ensure actions happen on schedule.
• Lead people: conduct team meetings, support development, resolve conflicts, and foster a positive culture.

Skills

HR management

Payroll processing

Compliance coordination

Vendor management

People leadership

Communication skills

HR policies

Education

Bachelor's degree in business or HR

Tools

Salesforce

CRM systems

Raymond James systems

Job description

finoBlue Planning Group in Atlanta seeks an Office Manager to own the business side of the practice and enable advisors to focus on client service. You will run HR, payroll, compliance, vendor relationships, and day-to-day operations for a small team under the principal advisor.

You’ll lead HR processes, keep the employee handbook current, coordinate performance reviews, and drive business planning and strategy. Strong organizational and communication skills are essential.