Wealth Advisor: Grow a $1B+ Book & Lead Relationships

The Rogan Group, Inc

Atlanta (GA)

On-site

USD 120,000 - 200,000

Full time

31 hours ago

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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.