Independent Wealth Advisor | CFP, Client-First Planning
Listed on 2026-10-15
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Apella Wealth seeks an experienced Advisor to serve as the primary advisor to clients as an independent relationship manager. You will lead client relationships and deliver holistic financial advisement across retirement planning, investments, tax planning, estate management, and insurance.
Based in Atlanta, GA, this role expects Day 1 ownership of your client book with development and mentorship opportunities.
We are currently recruiting a Independent Wealth Advisor | CFP, Client-First Planning for our team in Atlanta, GA, United States.
Step into the Independent Wealth Advisor | CFP, Client-First Planning role at Apella Wealth in Atlanta, GA, United States and grow with us.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
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