Senior Wealth Advisor - Holistic, Fee-Only, Team-Driven

Hightower Advisors; Alpharetta (GA); On-site; USD 140,000 - 210,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401k matching

Paid parental leave

Student loan assistance

Pet insurance

Flexible benefits (FSA, HSA)

Paid vacation and flexible schedule

Career path opportunities

Job summary

Bluerock Wealth Management, part of the Hightower network, is seeking a Senior Wealth Advisor to provide high-level, personalized service to clients in Georgia. You will lead financial planning, tax planning and relationship management for affluent clients, collaborating with CPAs, attorneys and investment teams.

The role emphasizes fiduciary advice, holistic wealth management, and opportunities for internal growth within a supportive, data-driven practice.

Qualifications

• Bachelor’s degree in finance or accounting required.
• 7+ years in a client-facing role.
• CFP®, CPA or CFA designation required.
• Solid tax knowledge and estate planning expertise.
• Experience with high-net-worth clients (physicians and small business owners) preferred.
• Familiarity with Salesforce, Black Diamond, BNA, eMoney, Fidelity and Schwab platforms.

Responsibilities

• Provide high-level, personalized service to clients and act as primary resource for financial needs.
• Conduct in-depth client reviews and develop financial plans and strategies.
• Facilitate meetings with clients and prospective clients.
• Identify opportunities or pitfalls in a client’s financial picture.
• Stay informed on market trends and financial planning developments.
• Collaborate with operations, planning and investment teams to implement best practices.
• Work with CPAs, attorneys, and other centers of influence to meet client goals.
• Assist partners with business development and expanding client wallet share.

Skills

Client relationships

Financial planning

Communication

Team collaboration

Education

Bachelor’s Degree in finance or accounting

Tools

Salesforce

Black Diamond

BNA

eMoney

Fidelity

Schwab platforms

Job description

Bluerock Wealth Management, part of the Hightower network, is seeking a Senior Wealth Advisor to provide high-level, personalized service to clients in Georgia. You will lead financial planning, tax planning and relationship management for affluent clients, collaborating with CPAs, attorneys and investment teams.

The role emphasizes fiduciary advice, holistic wealth management, and opportunities for internal growth within a supportive, data-driven practice.