Wealth Advisor, Guided Investing (Atlanta, GA)

Wealth Advisor, Guided Investing focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals. You’ll partner with affluent clients to identify goals, analyze their financial landscape, and develop recommendations that align with defined objectives. You’ll communicate complex financial solutions, build meaningful client relationships, and ensure retention by delivering comprehensive planning across tax, estate, insurance, and investments, all while adhering to compliance standards. The role supports travel up to 20% for client meetings and training, operates in a hybrid in-office/home-office setup in Atlanta, and requires availability during standard business hours with occasional early/late hours. You’ll work as a fiduciary, using your knowledge of investments and financial planning concepts to propose solutions, collaborate with a broad team, and contribute to a positive work environment.