Wealth Advisor

The Rogan Group, Inc; Atlanta (GA); On-site; USD 120,000 - 200,000; Full time

Job summary

The Rogan Group, Inc in Atlanta seeks a Wealth Advisor to support a sophisticated client base and help grow a $1 billion+ book of business. This role focuses on high-net-worth client service, relationship management, and business development within a collaborative wealth-management team.

The ideal candidate has 2–5 years in wealth management, strong communication skills, and a passion for building long-term client relationships while delivering comprehensive financial planning and investment

Qualifications

• 2–5 years of wealth management experience.
• Experience with high-net-worth clients.
• Strong communication and interpersonal skills.
• Entrepreneurial mindset and ability to develop business.

Responsibilities

• Serve as trusted advisor to high-net-worth individuals, families, and business owners.
• Support management and growth of a substantial existing client portfolio.
• Develop and maintain long-term client relationships.
• Collaborate with investment, planning, and operations teams to deliver service.
• Participate in client meetings, financial planning, and portfolio reviews.
• Identify opportunities to deepen relationships and cross-sell services.
• Support business development through networking and referrals.
• Take active role in growth and development of the practice.

Skills

Relationship management

Business development

Financial planning

Investments

Client communication

Job description

A well-established and growing wealth management organization is seeking a Wealth Advisor to join its team and support a sophisticated client base, including responsibility for helping service and grow a $1 billion+ book of business.

This is an excellent opportunity for an experienced advisor who enjoys working closely with high-net-worth clients and is interested in taking on increasing responsibility in both relationship management and business development.

Position Responsibilities

• Serve as a trusted advisor to high-net-worth individuals, families, and business owners.
• Support the management and growth of a substantial existing client portfolio.
• Develop and maintain strong, long-term client relationships.
• Work closely with senior advisors and the broader wealth management team to deliver comprehensive financial planning and investment solutions.
• Participate in client meetings, financial planning, portfolio reviews, and ongoing relationship management.
• Identify opportunities to deepen existing relationships and introduce additional services.
• Contribute to business development and new client acquisition, including networking, referrals, prospecting, and relationship-building activities.
• Collaborate with internal investment, planning, and operational teams to provide a high level of client service.
• Take an active role in the continued growth and development of the practice.

Ideal Candidate

The successful candidate will be have 2-5 years experience in wealth management with strong client-facing skills and a genuine interest in building relationships and growing a business.

Qualifications:

• Experience working with high-net-worth clients in a wealth management or financial advisory environment.
• Strong understanding of financial planning, investments, and wealth management strategies.
• Demonstrated ability to develop and maintain trusted client relationships.
• Strong communication, presentation, and interpersonal skills.
• Entrepreneurial mindset and an appetite for business development.
• Ability to work collaboratively while also taking ownership of client relationships and opportunities.

For additional information contact Ryan Rogan, [e-mail] or call 443-913-6397.