Senior Associate, Wealth Advisor

Apella Wealth; Atlanta (GA); Hybrid; USD 90,000 - 110,000; Full time

Benefits offered by this job

Health insurance

HSA and FSA options

401(k) with match

Unlimited PTO

Parental Leave

Education reimbursement

Discount perks

Job summary

Apella Wealth is seeking a Senior Associate Wealth Advisor in Atlanta, GA. You will act as a financial advisor under direct supervision while building your own book, delivering holistic planning across retirement, taxes, estate, and investments.

This well-supported role emphasizes training, collaboration with CFP-practitioners, and a client-first culture with partial remote work. Salary range aligns with market norms and includes a growth path.

Qualifications

• At least 2–4 years of financial planning experience.
• Experience supporting or advising clients and advisors.
• Active Series 65 license and CFP certification.
• Four-year degree required.
• Experience in estate, tax, retirement, insurance, and investments planning.
• Excellent written and oral communication; strong listening skills.
• Strong organizational, prioritization and project management abilities.
• Proficient in MS Office; ERP and CRM software.
• Eager to learn and adapt quickly to multiple platforms.

Responsibilities

• Develop client relationships with empathy, transparency, and fiduciary care.
• Create a high-trust, white-glove client experience.
• Leverage advisor support teams across investments, estate, tax, and planning.
• Lead client calls in-person and virtual as required.
• Foster new clients through networking and referrals.
• Participate in talent development initiatives.
• Collaborate with operations to ensure retention and satisfaction.

Skills

Strong communication

Organizational skills

Time management

Teamwork

Education

CFP certification

Series 65 license

Bachelor's degree

Tools

Microsoft Office

ERP software

CRM software

Job description

Apella Wealth is an employee-owned, wealth advisory firm (RIA) headquartered in West Hartford, CT with offices across the nation serving thousands of investors, families, businesses and institutions.

Founded in 2014, we are growing rapidly with approximately $12B in assets under management. We are scaling both organically and through strategic acquisitions as we enter new regional markets and develop world-class, client-relevant capabilities.

Most importantly, we are growing by identifying the right partners that embrace our culture, share in our values, and are dedicated to putting client service first in all they do.

We compete for talent.

We owe it to our clients and our co-workers to find the right people for them and us.At Apella, we do meaningful financial planning with people we genuinely enjoy working with.

THE ROLE

As an Apella Senior Associate Wealth Advisor, you will serve as a financial advisor to clients under the direct supervision of a seasoned team of wealth advisors while simultaneously building your own book of business. You will be charged with assisting these experienced advisors as they lead client relationships and deliver holistic financial advisement across retirement planning, investments, tax planning, estate management, and insurance while learning the best practices and operating methods across Apella’s entire spectrum of client offerings. Your personal book of business will grow within this role through a combination of clients transitioned from other Apella Advisors and sourcing & closing your own new clients.

This is a rare opportunity to step into a well-supported, high-trust financial planning role within a national, fee-only RIA. You will receive unparalleled training and education into the best practices of financial planning and how to leverage all the technological and financial resources that comes with being an Apella Advisor.

Our advisors are empowered to focus on planning and relationships, not sales quotas or administrative overload. As such, we seek individuals aligned with our culture and who look forward to working closely with a collaborative support team led by seasoned CFP practitioner and leaders in the profession.

Where you will work:

This role is based in our Atlanta, GA office. We believe our best work happens through in-person collaboration, partnership, mentorship and relationship building with flexibility for remote work as needed at the discretion of team leadership.

What you will be responsible for:

• Develop client relationships with empathy, transparency, and fiduciary care
• Create a high-trust relationship and unparalleled white glove experience for every client
• Leverage Apella advisor support teams to achieve client objectives across Investment Management, Estate Planning, Tax Planning, Risk Management and General Planning
• Assist with the leading of client calls both in-person and virtual as required
• Facilitate new client relationships through networking, firm marketing, and referral management
• Participate in firm-wide talent development initiatives to grow your professional capabilities
• Work with your dedicated operations team to ensure client retention and satisfaction
• Collaborate with firm leadership and SMEs (i.e. CPAs, estate lawyers, etc) to evolve client offerings

What qualifications we’re looking for:

• At least 2-4 years of financial planning industry experience
• Experience supporting serving advisors and/or directly advising clients preferred
• Active Series 65 License and CFP certification
• Candidates must have a four-year degree
• Experience in estate, tax, retirement, insurance, investment, and CF/capital needs planning analysis
• Excellent written and oral communication skills; strong listening skills; professional demeanor
• Strong organizational, prioritization and project management skills
• Ability to multi-task and manage time effectively in a fast-paced environment
• Ability to work independently and as part of a team
• Proficiency in Microsoft Office (Word, Excel, PowerPoint, and Outlook); ERP and CRM software
• Eager to learn and able to adapt quickly to multiple technology platforms and rapid change

WHAT WE OFFER

A base salary range of $90K-$110Kwith discretionary bonus and a career pathway to leading your own book of client business where you’ll be able to participate in our Grid compensation rewards program.

• Day 1 Medical, Dental, and Vison health insurance coverage for you and your specific needs
• Health Savings Account (HSA) and Flexible Spending Account (FSA) options w/company contribution
• 401(k) retirement plan with company match to help you achieve your financial goals
• Unlimited paid time off (PTO) policy to ensure you have time to rest and recharge when needed
• Employer-paid life insurance, AD&D, short-term disability, and long-term disability coverage options
• 16-week fully paid Parental Leave programs and adoption assistance support to help you start a family
• Continuing education and certification fee reimbursement for professional development
• Discount perks on travel, childcare, fitness, electronics, meal delivery, pet insurance, and more
• Most importantly: The chance to help shape the future of a growing regional team and firm