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Wealth Advisor: Planning-First , Hybrid + Mentorship
Job in
Atlanta, Fulton County, Georgia, 30383, USA
Listed on 2026-02-16
Listing for:
The Well
Full Time
position Listed on 2026-02-16
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
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.
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