Wealth Advisor: Build Your Book with Elite Support

Apella Wealth; Atlanta (GA); Hybrid; USD 90,000 - 110,000; Full time

Benefits offered by this job

Health insurance

HSA and FSA options

401(k) with match

Unlimited PTO

Parental Leave

Education reimbursement

Discount perks

Job summary

Apella Wealth is seeking a Senior Associate Wealth Advisor in Atlanta, GA. You will act as a financial advisor under direct supervision while building your own book, delivering holistic planning across retirement, taxes, estate, and investments.

This well-supported role emphasizes training, collaboration with CFP-practitioners, and a client-first culture with partial remote work. Salary range aligns with market norms and includes a growth path.

Qualifications

• At least 2–4 years of financial planning experience.
• Experience supporting or advising clients and advisors.
• Active Series 65 license and CFP certification.
• Four-year degree required.
• Experience in estate, tax, retirement, insurance, and investments planning.
• Excellent written and oral communication; strong listening skills.
• Strong organizational, prioritization and project management abilities.
• Proficient in MS Office; ERP and CRM software.
• Eager to learn and adapt quickly to multiple platforms.

Responsibilities

• Develop client relationships with empathy, transparency, and fiduciary care.
• Create a high-trust, white-glove client experience.
• Leverage advisor support teams across investments, estate, tax, and planning.
• Lead client calls in-person and virtual as required.
• Foster new clients through networking and referrals.
• Participate in talent development initiatives.
• Collaborate with operations to ensure retention and satisfaction.

Skills

Strong communication

Organizational skills

Time management

Teamwork

Education

CFP certification

Series 65 license

Bachelor's degree

Tools

Microsoft Office

ERP software

CRM software

Job description

Apella Wealth is seeking a Senior Associate Wealth Advisor in Atlanta, GA. You will act as a financial advisor under direct supervision while building your own book, delivering holistic planning across retirement, taxes, estate, and investments.

This well-supported role emphasizes training, collaboration with CFP-practitioners, and a client-first culture with partial remote work. Salary range aligns with market norms and includes a growth path.