Financial Advisor

The Financial Advisor plays a critical role within a well-established, fiduciary-focused wealth management office in Kennesaw, Georgia. This position is responsible for delivering comprehensive financial planning, managing ongoing client relationships, and serving as a trusted advisor to individuals and families with increasingly complex financial needs. Operating in a collaborative, in-office environment, the advisor partners closely with internal planning, tax, estate, insurance, and client service teams to provide integrated, high-quality advice. The role includes responsibility for a combination of transitioned client relationships and new client engagement over time, with success driven by trust, follow-through, and disciplined execution rather than transactional sales activity. The ideal candidate is an experienced, relationship-driven Financial Advisor with strong planning depth, professional maturity, and the ability to own client relationships end-to-end in a high-accountability office culture. Lead client discovery meetings and manage ongoing advisory relationships from onboarding through long-term planning. Develop, present, and implement comprehensive financial plans incorporating investment strategy, tax planning, estate considerations, and insurance solutions. Assume responsibility for a group of existing client relationships over time, ensuring a high-touch, fiduciary client experience. Engage new client opportunities through internal referrals and organic relationship development. Partner closely with internal planning, tax, estate, insurance, and client service teams to deliver holistic advice. Maintain accurate documentation, task management, and follow-up discipline within CRM systems. Communicate clearly and professionally with clients, service partners, and internal stakeholders. Maintain a consistent in-office presence and contribute positively to a collaborative, team-oriented office environment. Qualifications & Experience: Financial Advisor Minimum of 3+ years of client-facing financial planning or wealth management experience. Series 65 or 66 required or ability to obtain promptly. Demonstrated experience leading client meetings and delivering comprehensive financial plans independently. Strong organizational skills, attention to detail, and consistent follow-through. Professional judgment and maturity when managing complex client situations. Comfort operating in a collaborative, in-office advisory environment. A portable book of business is welcomed but not required. Ideal Candidate Profile Experienced Financial Advisor with demonstrated success delivering comprehensive financial plans independently. Motivated by owning client relationships end-to-end within a fiduciary, relationship-driven advisory model. Confident, professional communicator with the presence to lead in-person client meetings and planning discussions. Highly organized, detail-oriented, and disciplined in CRM management, follow-up, and execution. Thrives in a collaborative, in-office advisory environment with shared accountability for client outcomes. #J-18808-Ljbffr