Vice President, Wealth Advisor

The KXN

Atlanta (GA)

On-site

USD 150,000 - 300,000

Full time

4 days ago
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Benefits offered by this job

Full benefits package
W-2 employment
Leads and referrals

Job summary

The KXN, a leading U.S. wealth management firm, is seeking a relationship-driven Vice President, Wealth Advisor to join its Atlanta team.

This role focuses on comprehensive wealth management, client relationship development, and business growth, with a mix of warm leads and opportunities to build new business through referrals and COIs. Ideal candidates are CFP® professionals with strong relationship-building skills and a desire to grow a practice within an established platform offering

Qualifications

  • CFP® designation required.
  • Strong relationship-building skills.
  • Experience in wealth management or advisory services preferred.

Responsibilities

  • Provide comprehensive wealth management to a client base.
  • Develop and maintain client relationships to grow the practice.
  • Source and grow business through referrals, networking, and COIs.

Skills

Relationship building
Business development

Education

CFP® designation

Job description

$150K-$300K Guaranteed Compensation + Additional Payout + Grid-Based Revenue Multipliers + Full Benefits

An established, leading U.S. wealth management firm is seeking a relationship-driven Vice President, Wealth Advisor to join its growing team.

This is an exciting opportunity for a CFP® professional who wants to grow their career with an established firm while building meaningful client relationships and expanding their business.

The role combines comprehensive wealth management, client relationship development, and business growth, with a mix of warm, firm-generated leads and opportunities to develop new business through referrals, networking, and Centers of Influence (COIs).

What Makes This Opportunity Stand Out?
  • $150K-$300K guaranteed compensation, plus additional payout opportunities and grid-based revenue multipliers.
  • W-2 employment with a full benefits package.
  • A mix of warm leads and self-sourced business development.
  • An established platform with opportunities for long-term career growth.
  • A relationship-focused environment where you can make a meaningful impact.
Who Should Apply?

Experienced Wealth Advisors with a CFP® designation, strong relationship-building skills, and a genuine interest in growing a practice. An existing book of business is not required.

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