Wealth Management Advisor

Stealth; Atlanta (GA); Hybrid; USD 120,000 - 250,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

401(k)

Equity potential

Remote-friendly

Job summary

Stealth, a confidential, SEC-registered RIA, seeks a Wealth Advisor to own a defined book of client relationships and drive comprehensive financial planning, investment strategy, and wealth transfer discussions for ultra-high-net-worth families.

You will coordinate with attorneys, accountants, and other advisors, lead client meetings, and mentor Wealth Associates as they develop toward lead advisor roles in a fast-growing, independent firm.

Qualifications

• Bachelor's degree required; MBA or related master's degree a plus.
• Minimum 5-7 years of experience as a financial advisor or in a similar client-facing role.
• Series 65 license required. CFP or CFA designation highly preferred.
• Proven track record building and maintaining long-term, high-value client relationships.
• Direct experience serving ultra-high-net-worth clients (typically $10M+ households).
• In-depth knowledge of financial planning, investment management, and wealth transfer strategies.
• Strong communication skills and the judgment to build trust with high-net-worth families.
• Self-motivated in a fast-growing, independent firm.

Responsibilities

• Serve as the lead advisor and primary point of contact for a defined book of client relationships.
• Generate new business through referral sources and existing relationships.
• Develop, present, and implement financial plans and investment strategies built around each client's goals and risk tolerance.
• Lead regular client meetings on portfolio performance, financial plan progress, and life changes affecting the client's financial picture.
• Look for ways to help before asking a client to move more of their assets over. Earn the right to do more over time.
• Coordinate directly with clients' attorneys, accountants, and other advisors on tax, estate, and planning matters.
• Work with Portfolio Management, Client Services, and Operations so client requests move through the firm without friction.
• Mentor Wealth Associates as they develop toward a lead advisor role.

Skills

Client relationships

Financial planning

Investment strategy

Communication skills

Mentoring

Education

Bachelor's degree

MBA

Tools

Addepar

eMoney

Fidelity

Schwab

Job description

Location: Atlanta, GA (Southeast-based firm)

Reports to: Chief Growth Officer, CEO, & President

Employment type: Full-time

About the Firm

We are a confidential, SEC-registered, fee-only RIA with $5-10B in client assets. Our practice is built exclusively around ultra-high-net-worth families, foundations, and endowments, not a mixed mass-affluent book. We are independently operated, which keeps our incentives aligned with our clients' rather than a parent company's. Our advisor-to-client ratio is well below industry norms, which gives our advisors the room to go deep with every family they serve, and our average client relationship reflects the complexity that comes with serious wealth.

We believe the fiduciary model exists for a reason: it lets us sit on the same side of the table as the family and start every conversation with "what is the right decision for this client." We're extending a confidential invitation to an experienced Wealth Advisor who wants to build a career around that idea.

Position summary

The Wealth Advisor is the primary point of contact for a defined book of client relationships. You will see more of each family's full financial picture, coordinate across their attorneys, accountants, and other advisors, and bring the right specialists to the table as needs arise. You'll lead financial planning, investment strategy, and wealth transfer conversations, grow the relationship over time, and contribute to the firm's growth through client service and referrals. You'll work closely with Portfolio Management, Client Services, and Operations, and mentor Wealth Associates as they develop toward the lead advisor role.

Key responsibilities

• Serve as the lead advisor and primary point of contact for a defined book of client relationships.
• Generate new business through referral sources and existing relationships.
• Develop, present, and implement financial plans and investment strategies built around each client's goals and risk tolerance.
• Lead regular client meetings on portfolio performance, financial plan progress, and life changes affecting the client's financial picture.
• Look for ways to help before asking a client to move more of their assets over. Earn the right to do more over time.
• Coordinate directly with clients' attorneys, accountants, and other advisors on tax, estate, and planning matters.
• Work with Portfolio Management, Client Services, and Operations so client requests move through the firm without friction.
• Mentor Wealth Associates as they develop toward a lead advisor role.

Qualifications

• Bachelor's degree required; MBA or related master's degree a plus.
• Minimum 5-7 years of experience as a financial advisor or in a similar client-facing role.
• Series 65 license required. CFP or CFA designation highly preferred.
• Proven track record building and maintaining long-term, high-value client relationships.
• Direct experience serving ultra-high-net-worth clients (typically $10M+ households); comfort with the complexity, discretion, and service expectations that come with that segment.
• In-depth knowledge of financial planning, investment management, and wealth transfer strategies.
• Strong communication skills and the judgment to build trust with high-net-worth families.
• Self-motivated and comfortable operating in a fast-growing, independent firm.
• Experience with Addepar, eMoney, Fidelity, or Schwab is a plus.
• A portable book of business is not required. We're equally interested in advisors with strong relationship and business-development skills who are ready to build within our platform.

Why This Opportunity

We're not chasing scale for its own sake. As we grow, we want the advisor and client experience to get simpler, not more complicated, and we're investing in the people and infrastructure to make that true. Advisors who bring in and grow client relationships have a defined path to equity in the firm. We believe the whole can be greater than the sum of its parts.

Compensation and benefits

• Competitive base salary to start which converts to a commission structure once your book of business has scaled.
• Potential equity participation opportunity.
• Medical, dental, and 401(k) benefits.
• Flexible schedule with remote work access.
• Financial support for professional accreditation and continuing education.

This search is being conducted confidentially. Firm details will be shared directly with qualified candidates.