Wealth Advisor: Planning-First Growth, Hybrid + Mentorship

The Well; Atlanta (GA); Hybrid; USD 100,000 - 125,000; Full time

Benefits offered by this job

Uncapped variable compensation

Health insurance coverage for employees

Group benefits (disability and life insurance)

401(k) with employer match

Job summary

A growing wealth management firm in Metro Atlanta seeks a Financial Advisor to manage existing client relationships and develop new business. The role emphasizes a planning-first approach with internal support and mentorship. With a flexible hybrid work model, you will be responsible for providing high-touch service, leading client meetings, and building trust-based relationships. Candidates should possess significant experience in financial planning and hold relevant securities licenses. A CFP® designation is preferred.

Qualifications

• 5–10+ years of financial planning and wealth management experience.
• Strong willingness to obtain CFP® certification if not currently held.
• Active in securities licensing and comfortable with technology.

Responsibilities

• Manage a client book with high-touch service.
• Participate in client meetings and planning discussions.
• Develop trust-based relationships that generate referrals.

Skills

Financial planning experience

Wealth management experience

Client relationship management

Communication skills

Tech-savviness

Education

CFP® certification

Active securities licensing (Series 7 + 66)

Life & Health License

Job description

A growing wealth management firm in Metro Atlanta seeks a Financial Advisor to manage existing client relationships and develop new business. The role emphasizes a planning-first approach with internal support and mentorship. With a flexible hybrid work model, you will be responsible for providing high-touch service, leading client meetings, and building trust-based relationships. Candidates should possess significant experience in financial planning and hold relevant securities licenses. A CFP® designation is preferred.