Wealth Advisor

The Colony; Atlanta (GA); On-site; USD 115,000 - 130,000; Full time

Job summary

A leading company in wealth management is seeking a Wealth Advisor in Atlanta, GA. This role involves managing client relationships, developing financial strategies, and collaborating with various teams to enhance client experiences. Ideal candidates will have extensive financial services experience and strong communication skills.

Benefits

Annual bonus

Comprehensive benefits package

Qualifications

• 4+ years financial services experience.
• Strong background in discussing investments and markets.

Responsibilities

• Serve as the relationship manager for wealth management clients.
• Partner with the Centralized Planning Group to develop financial plans.

Skills

Communication

Presentation

Attention to detail

Education

Bachelor’s degree

CFP designation

Tools

Financial planning software

Job description

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Position Summary

The Wealth Advisor is the primary point of contact for all client relationships within their book of business and must have the ability to present the services offered in a clear and concise manner. With a commitment to an elevated client experience, the Wealth Advisor works directly with clients to develop and implement strategies to address their financial, insurance, charitable, tax, and estate planning needs.

Location

Atlanta, GA

Primary Responsibilities

• Serve as the relationship manager for wealth management clients.
• Leverage our business development team (established in the Schwab and Fidelity referral network programs), outside trusted advisors, COIs, and other outlets to increase market share and grow your book of business.
• Partner with the Centralized Planning Group to develop comprehensive financial plans for clients including cash flow and tax management, retirement, educational and estate planning, risk, and insurance reviews.
• Collaborate with the Investment team to provide investment advice, recommendations, and education to clients.
• Work with clients to ensure action items are thoroughly executed and documented.
• Establish and grow relationships with clients’ other advisors (attorneys, CPAs, etc.).
• Prepare for and lead client meetings.

Qualifications

• 4+ years financial services experience.
• Bachelor’s degree.
• CFP designation.
• Clean U4.
• RIA experience preferred.
• RIA custodian and back-office knowledge with a general understanding of Schwab & Fidelity Institutional platforms.
• Strong background in discussing investments and markets with clients.
• Experience with financial planning software.
• Attention to detail, poised and organized with a keen sense of urgency.
• Exceptional communication and presentation skills.

About Focus Partners Wealth

Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, we work with clients at every stage, helping them control their financial future — whether that’s planning for retirement, preparing the next generation, or growing their business. We are dedicated to fostering meaningful growth for our clients. Our team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing our clients’ values, goals, motivations, and priorities at the heart of everything we do.

Focus Partners Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Focus Partners Wealth is also available on the SEC's website at www.advisorinfo.sec.gov.

This position is an Exempt role. The annualized base pay range for this role is expected to be between $115,000 - $130,000/yr. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual bonus and a comprehensive benefits package.

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Finance and Sales