Financial Advisor

On-Site/Hybrid | $100-125K base salary + Commissions + Benefits Package We’re hiring a Financial Advisor (Associate/Servicing) on behalf of our client—a growing, independent wealth management and financial planning firm based in Metro Atlanta. Why this role This hire will step into a rare “grow-with-support” seat: you’ll help steward a recently acquired client base while building your own book over time, backed by robust internal support and mentorship. The firm’s approach is planning-first, fiduciary-minded, and intentionally not “sales quota” driven. What you’ll do Serve as a relationship-focused advisor for an existing client book, supporting a smooth transition and high-touch service Lead and participate in client meetings (in-person and Zoom), including reviews, planning conversations, and implementation follow-ups Develop trust-based client relationships that naturally generate referrals and additional assets Build through centers of influence (COIs) and networking (attorneys, CPAs, business owners, etc.) Partner with internal planning, trading, and administrative resources so you can stay focused on client-facing work Use model portfolios when appropriate, while thoughtfully customizing when it’s in the client’s best interest Document client interactions and planning action items, and maintain strong follow-through on commitments What success looks like Ramp quickly by learning the firm’s planning and service philosophy; expect a meaningful learning curve over the first 12–18 months Deliver a consistently excellent client experience (responsiveness, clarity, and proactive follow-up) Progress from “associate” support into primary advisor responsibilities on the acquired client base within ~12 months (with mentorship, not thrown to the wolves) Establish a COI/referral strategy and begin producing net new assets through relationships Candidate profile 5–10+ years of financial planning and wealth management experience (planning exposure is important) Active securities licensing required (Series 7 + 66 preferred; equivalent combinations considered) and Life & Health License CFP® preferred; if not currently held, strong willingness to obtain Comfortable advising through a planning-first, client-first lens (no product quotas) Tech-savvy and able to learn new systems quickly (financial planning, tax, and workflow tools) High EQ, authentic communication style, and a team-first mindset (collaborative, coachable) Enjoys educating clients and simplifying complexity without talking down to people Deal-breakers (read this twice) Prefers to run personal, bespoke portfolios for every client as the primary value-add (this team’s value-add is planning + advice + relationships; portfolio construction is supported by the broader platform) Needs qualified leads fed to them and is not willing to build COIs or referral partnerships over time Not comfortable being in-office more frequently during the first year to ramp and learn the firm’s workflows Uncapped variable compensation tied to new business/assets the advisor sources and brings in (payout up to 60% of revenue on those assets) Health insurance: employer covers 100% of the employee (individual) premium; family coverage available through the group plan Group benefits available (e.g., disability and life insurance) 401(k): safe-harbor style match (up to ~4% employer match when the employee contributes 5%) Work environment Hybrid (in-office focus during the first 12 months for training; more flexibility after ramp-up) Client meetings are a blend of in-person and Zoom (many clients value face-to-face early in the relationship) Supportive training (approx. 3 months) includes a structured ramp (approx. 12 months) and shadowing time with team members How to apply If you’re a relationship-driven advisor who wants to grow in a planning-first environment—with real support and a meaningful book to work from—apply to be considered. Selected candidates will be asked to complete a recorded introductory interview and, later in the process, a personality assessment. #J-18808-Ljbffr The Well