Senior Financial Advisor – Holistic Wealth Planning

Allworthfinancial

Atlanta (GA)

Hybrid

USD 90,000 - 150,000

Full time

8 days ago

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Benefits offered by this job

Medical insurance

401(k) plan

Flexible working arrangements

Paid time off

Equity Purchase Program

Job summary

Allworth Financial is seeking an experienced Financial Advisor to join our Kennesaw, GA office in a primarily in-person role with the flexibility to work from home. You will lead client relationships, provide fiduciary financial planning, and collaborate with a high-performing team to deliver integrated planning solutions.

The ideal candidate has a CFP or ChFC designation, 5+ years in wealth management, and proven leadership.

Qualifications

CFP or ChFC designation required.
Must have or be willing to obtain Series 65 or 66 (Series 7 and Insurance licenses not required).
Minimum five years of client-facing wealth management or financial planning experience.
Demonstrated ability to operate independently while collaborating with a team.
Strong leadership presence with the ability to influence, mentor, and model best practices.

Responsibilities

Serve as a primary advisor to clients, leading discovery conversations, planning discussions, and ongoing relationship management.
Build and sustain long-term client relationships through trust and consistent delivery of high-quality advice.
Demonstrate sound judgment and confidence in guiding clients through complex financial decisions.
Deliver comprehensive financial planning using Allworth’s framework and partner with the Wealth Planning Team to develop personalized plans.
Lead by example in professionalism, preparation, and client experience; contribute to office culture and collaboration.