Financial Advisor
$75k - $150kThe Well
About the Company
THE WELL LinkedIn Post
We are hiring experienced Financial Advisors on behalf of our client - an established independent RIA and wealth management firm with approximately $19 billion in AUM.
About the Role
We are hiring experienced Financial Advisors for three territories. These are remote roles - but you must be based within approximately a 2-3 hour drive of your territory. This is not a work-from-anywhere opportunity; it is a chance to own and grow a local market.
Responsibilities
- Drive organic business development through networking, COI relationships, and community presence
- Service and retain existing client relationships within your territory
- Build and deliver comprehensive financial plans, leading client meetings from start to finish
- Collaborate with an internal planning team and relationship managers on complex situations
- Grow both new client AUM and wallet share of existing clients
Three territories are open:
- Cleveland, OH
- Pittsburgh, PA
- Eastern New YorkState (Syracuse, Albany, or Utica area)
These are remote roles - but you must be based within approximately a 2-3 hour drive of your territory. This is not a work-from-anywhere opportunity; it is a chance to own and grow a local market.
Qualifications
- Bachelor's degree required
Required Skills
- Advisors with 5+ years of true wealth management experience at an independent or mid-size RIA
- Advisors with a portable book of business or a strong client network built organically
- Self-starters who are energized by community engagement and building their own pipeline
- Series 7 and Series 66 licensed (or willing to obtain - firm will sponsor)
Preferred Skills
- CFP a plus, not required
Pay range and compensation package
Base Salary: $75,000 - $150,000 + Performance Bonus + New Business Incentive + AUM Retention Bonus
What the Compensation Looks Like
- Base: $75,000 - $150,000 (5+ year advisors typically $90,000 - $150,000)
- Annual performance bonus: 25% of base
- New business incentive: 40% of net revenue on territory new business
- Retention bonus: 3% of total territory AUM at quarter end
This Is Not the Right Fit If...
- Your business development experience has relied on an institutional or bank-provided client pipeline
- You are primarily service and planning focused with limited appetite for new business generation
- You are not located in or willing to relocate to one of the three territories
Sound like you? Let's talk.
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Financial Advisor in Atlanta, GA vacancy
$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus...SuggestedWork at officeWork from homeHome officeFlexible hoursEdward Jones
Atlanta, GA4 days ago$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial...SuggestedFull timeContract workFor contractorsWork at officeNorthwestern Mutual
Atlanta, GA1 day ago- ...Financial Aid AdvisorUnder administrative direction, this position delivers quality customer service to students, parents, and internal stakeholders regarding the Financial Aid process via phone, email, and in person. Additionally, this role acts as a liaison between departments...SuggestedWork at officeFlexible hoursNight shiftWeekend work
Morehouse College
Atlanta, GA4 days ago - ...Job Summary A Financial Advisor within the Core Accounts Unit at Advocacy Wealth Management is responsible for providing continuous fiduciary-level financial planning and investment services to our clients. The Financial Advisor must understand the Advocacy Wealth...Suggested
The Forge Companies
Atlanta, GA3 days ago - ...are not designed to list every aspect of a position but to serve as a general overview. SUMMARY OF POSITION: A Financial Advisor should demonstrate commitment to delivering distinctive service. The position is responsible for managing a portfolio of...SuggestedWork at office
Pinnacle Bank
Atlanta, GA2 days ago - Prudential Advisors is looking for an Experienced Financial Advisor in the Georgia market area who is interested in working with Prudential’s existing client base. This exciting Advisor position will allow you to grow your career and business, helping the people and families...Worldwide
$65k - $100k
This range is provided by Prudential Financial. Your actual pay will be based on your skills and experience — talk with your recruiter to... ...more. Base pay range $65,000.00/yr - $100,000.00/yr Financial Advisor at Prudential Advisors Take your career to the next level at Prudential...$100k - $125k
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...Work at office$95k - $110k
...move it forward. – Practice Growth & Mentorship You may be an experienced advisor looking for stronger support, more room to grow, or a better way to serve clients. Or you may be newer to financial services and want experienced leaders involved as you build your skills...TruOak Financial Partners
Atlanta, GA5 days ago$65k - $100k
...Financial Advisor – Atlanta, GA Empower Lives. Build Your Future. Thrive in Atlanta Are you ready to make a real impact while building a rewarding career? Join Coastal Wealth as a Financial Advisor and help individuals, families, and business owners navigate...Full timeMonday to FridayCoastal Wealth
Atlanta, GAmore than 2 months ago- ...Financial Solutions Advisor Registration Candidate - NE Georgia Market Atlanta, Georgia To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements...Work at officeImmediate startMonday to FridayShift workDay shift
Bank of America
Atlanta, GA4 days ago $50k
...Financial Advisor Join The Piedmont Group as an entry-level Financial Advisor, where your potential meets our commitment to growth and excellence. From day one, you'll be supported by experienced mentors and provided with professional development resources to help you...9/24/2026
Atlanta, GA3 days ago$82.6k - $162.8k
...working alongside experienced team members to build your consulting and technical skills. This role fits professionals across core financial accounting, procure-to-pay, or order-to-cash implementation backgrounds. Join a team that is transforming how finance and...Local areaVisa sponsorshipDeloitte
Atlanta, GA2 days ago- ...Hands-on development mentality, with a willingness to troubleshoot and solve complex problemsStrong analytical skills Experience in Financial domain Experience and desire to work in a Global delivery environmentQualificationsBasic Qualifications :-Bachelor’s degree or...Permanent employmentFull timeH1b
Sonsoft
Atlanta, GA1 day ago $50k
...Licensed Financial Advisor Join The Piedmont Group as a licensed financial advisor and be a part of a vibrant team dedicated to empowering individuals, families, and business owners to achieve their financial goals. At our firm, you'll experience a strong sense of community...The Piedmont Group
Atlanta, GA1 day ago- ...Overview All activities associated with providing insurance and financial counseling to organ transplant potential candidates, candidates, donors, recipients and their families in order to provide a more thorough understanding of their financial responsibilities and to...Work experience placementWork at office
Piedmont
Atlanta, GA11 hours ago $36.4k - $125k
...Job Overview Full job description: At Equitable Advisors, your next chapter can start today. We’re looking for highly motivated, results... ...with the support and strength of one of the nation’s leading financial services firms. Qualifications A four‑year college degree is...Full timeStart working todayRemote workFlexible hoursJones Financial Services Corp
Atlanta, GA3 days ago- **Join Equitable Advisors: A Pathway to Possibilities and Positive Impact** Are you ready to make a real difference in people's... ...Products and Services Consultation : Educate clients on our diverse financial products and services, demonstrating how these solutions can...Work experience placementLocal areaRemote workFlexible hours
Equitable Advisors LLC
Atlanta, GA5 days ago - ...State one of 79 higher education institutions across the nation in its list of 2017 Great Colleges to Work For. Job Summary The Financial Aid Counselor is responsible for counseling and advising students regarding their financial aid eligibility by individualizing...Work at officeNight shiftWeekend work
Georgia Tech
Atlanta, GA1 day ago - ...Patient Financial Services Representative Children's is one of the nation's leading children's hospitals. No matter the role, every member of our team is an essential part of our mission to make kids better today and healthier tomorrow. We're committed to putting you...
Children's Healthcare of Atlanta
Atlanta, GA2 days ago $23 - $25 per hour
...Financial Aid Advisor - ATL US-GA-Smyrna ID 2026-10993 Type REG - Regular Employee Overview The Financial Aid Advisor guides students and their influencers through the financial aid process, administers aid accurately and in compliance with federal and state regulations...Local areaImmediate startFlexible hoursUniversal Technical Institute
Smyrna, GA5 days ago- ...Office: Office of Financial Aid Reports to: Director of Financial Aid Work Period: 12-month Hours: Full-time Overtime: Exempt Job Grade: 7 General Summary: Greets visitors, counsels students and parents on the Financial aid process, and assists with the daily operations...Full timeWork at officeLocal area
Agnes Scott College
Decatur, GA2 days ago $55k - $100k
...Financial Planner at Avior Wealth Management Welcome to Avior Wealth Management! Are you passionate about helping clients achieve... .... What You’ll Do: Collaborate directly with advisors and clients to build, monitor, and implement personalized financial...Full timeWork at officeImmediate startRemote workFlexible hoursAvior Wealth Management, LLC
Atlanta, GA1 day ago- ...solution built on trust, personalized service, and a fiduciary commitment to our clients. As a Wealth Advisor, you’ll manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned to Schwab’s approach to investing....Full timeWork at office
The Charles Schwab Corporation
Atlanta, GA1 day ago $77k - $202k
...SectorNot ApplicableSpecialismFinancial Due DiligenceManagement LevelSenior AssociateJob Description & SummaryThe OpportunityAs a Deals - Financial Due Diligence - Senior Associate, you will provide strategic advice and business diligence services to clients involved in mergers...Full timeH1bPwC
Atlanta, GA2 days ago$70.35k - $196k
As a Workday Financials Integrations Developer Consultant, your primary responsibilities may include: Lead the design of integrations from point to point systems as well as holistic interchange services rendering effective data quality and dependable exchanges of digital...Full timeWork experience placementLive inWork at officeLocal areaAccenture
Atlanta, GA5 days ago$77k - $202k
...divestitures, and restructuring. They help clients navigate complex transactions and maximise value in their business deals.Those in financial due diligence at PwC will focus on providing strategic advice and business diligence services to clients in their mergers,...Full timeH1bPwC
Atlanta, GA1 day ago$78.3k - $151k
...each other.About the role:CLA is looking to hire four wealth advisors to work with our existing clients.This job can be done in one... ...advisors will be responsible for delivering comprehensive, holistic, financial services. They have strong knowledge in financial planning and...Full timeInterim roleWork at officeCliftonLarsonAllen
Atlanta, GA5 days ago$95.55k - $195.25k
Position Summary The Tax Transformation Office serves Deloitte Tax, focused on Service Delivery Transformation inclusive of people, process, and technology in order for our Tax Professionals to deliver efficient, high value, quality tax services to our clients. Tax...Work at officeLocal areaVisa sponsorshipDeloitte
Atlanta, GA4 days ago$96.88k - $127.15k
...we would want for ourselves—one that behaves like a doctor in the family.About the role:The Associate, Strategic Finance supports financial planning, analytics, and business insights for the business (i.e. Corporate, Operations, Technology division). You will work with...Full timeWork at officeRemote workOscar Health Insurance
Atlanta, GA3 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!
Related searches
- oracle cloud financials consultant Atlanta, GA
- senior wealth advisor Atlanta, GA
- financial advisor training program Atlanta, GA
- project finance associate Atlanta, GA
- financial consultant Atlanta, GA
- financial associate Atlanta, GA
- entry level financial advisor Atlanta, GA
- junior oracle financial functional consultant Atlanta, GA
- jde finance consultant Atlanta, GA
- financial planner Atlanta, GA