Senior Investment Advisor

Anchyra Partners; Atlanta (GA); Ibrido; USD 100.000 - 180.000; Tempo pieno

Descrizione del lavoro

Anchyra Partners in Atlanta combines wealth strategies with a high-touch client experience. The Investment Advisor will design and implement portfolio strategies, monitor performance, and prepare clear reports for client meetings.

You will engage with internal partners, stay current on market trends, and help refine advisory processes and tools to improve client outcomes. Strong analytical and communication skills are essential.

Competenze

• Experience in financial planning and investment advisory with analytical skills.
• Ability to design and present comprehensive, goals-based financial plans.
• Proficiency in portfolio construction, risk management, and implementation of investment strategies.
• Excellent written and verbal communication with ability to explain complex topics clearly.
• Comfort with technology platforms for portfolio management, reporting, and planning.
• High integrity, client-centric mindset, and collaborative approach.

Mansioni

• Build comprehensive, goals-based financial plans and IPS reflecting client objectives.
• Construct and manage diversified portfolios aligned to IPS; rebalance with tax-aware execution.
• Monitor portfolios, performance, risk, and provide clear reporting with actionable steps.
• Conduct regular client reviews and proactive outreach; document decisions and outcomes.
• Coordinate with tax, estate, and legal teams to deliver integrated advice.
• Identify opportunities to improve processes, tools, and client experience.
• Meet or exceed KPIs for retention, client satisfaction, response SLAs, and planning/IPS delivery timelines.

Conoscenze

Investment advisory

Financial planning

Portfolio management

Risk management

Client communication

Tech-savvy

Formazione

CFP or CFA (preferred)

Series 65/66 or IAR eligibility

Strumenti

eMoney

MoneyGuide

Addepar

Orion

CRM platforms

Descrizione del lavoro

Anchyra Partners is a modern family office aligning wealth strategies with each client’s life, priorities, and goals. The firm’s team brings over a century of collective experience across trading, asset management, and private wealth management to deliver tailored advice. Leveraging smart technology, Anchyra builds efficient, transparent solutions that are easy for clients to engage with. The values-driven approach emphasizes long-term relationships, responsible decision-making, and customized strategies, delivered through close collaboration and a high-touch client experience.

Location and Work Model

• Atlanta, GA
• Hybrid: onsite presence with flexibility for work-from-home

Role Summary

The Investment Advisor provides holistic financial planning and investment guidance across client objectives, risk tolerance, and time horizons. You will design and implement portfolio strategies, monitor performance, prepare clear reports, and communicate recommendations. The role includes regular client meetings, proactive outreach, and responsive service, while collaborating with internal partners and staying current on market trends and regulations. You will also help refine advisory processes and tools to enhance client outcomes.

Responsibilities

• Build comprehensive, goals-based financial plans and Investment Policy Statements (IPS), translating client objectives into actionable strategies.
• Construct and manage diversified portfolios aligned to IPS, rebalancing with discipline and tax-aware implementation.
• Monitor portfolios, performance, and risk, and provide clear reporting with actionable insights and next steps.
• Conduct regular client reviews and ad hoc touchpoints; document decisions, follow-ups, and outcomes.Communicate complex concepts in accessible terms; set expectations and provide timely, proactive outreach.
• Coordinate across tax, estate, and legal considerations; partner with internal team members to deliver integrated advice.
• Identify opportunities to improve processes, tools, and client experience; contribute to best-practice playbooks.
• Meet or exceed firm KPIs for retention, client satisfaction, response SLAs, and planning/IPS delivery timelines, in line with compliance requirements.

Qualifications — Basic

• Experience in financial planning and investment advisory, with strong analytical and quantitative skills and sound judgment.
• Demonstrated ability to design and present comprehensive, goals-based financial plans.
• Proficiency in portfolio construction, risk management, and implementation of investment strategies.
• Excellent written and verbal communication skills with the ability to explain complex topics clearly.
• Comfort with technology platforms for portfolio management, reporting, client communication, and planning.
• High integrity, client-centric mindset, and ability to thrive in a collaborative, values-driven environment.

Qualifications — Preferred

• Professional credentials such as CFP or CFA; progress toward these is beneficial.
• Relevant licensure/registration (e.g., Series 65/66 or state Investment Adviser Representative eligibility); clean U4/background.
• Experience serving HNW/UHNW clients and coordinating across trusts, entities, alternatives, and tax considerations.
• Familiarity with modern advisory tech stacks (e.g., eMoney or MoneyGuide, Addepar or Orion, CRM, custodian platforms).

Compliance and Standards

• Adhere to fiduciary duty, KYC/AML requirements, documentation standards, and risk disclosures.
• Stay current on regulatory developments; implement compliant processes and recordkeeping.
• Uphold firm policies on suitability, best execution, conflicts, and client communications.

Compensation and Benefits

• Competitive compensation commensurate with experience, with benefits and incentives aligned to role scope and impact.

Anchyra Partners is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.