Senior Wealth Advisor / Partner

Job Description

Job Description

This role is based in North Atlanta, GA.

Our client is an established Registered Investment Advisor and Financial Life Manager that has been in business for almost 25 years with over $1.5B in Assets Under Management (AUM).

They have an established office in Atlanta, GA and need an incredible leader to lead that office and drive new business development.

As a Partner, you will have a lucrative compensation package including base / bonus / commission, dividends and equity. Depending on the candidate, the total cash compensation for this role should be in the "Mid 6 figures" with equity worth significantly more long term.

Responsibilities :

• Lead business development initiatives and grow Assets Under Management (AUM) through targeted networking, referrals, and strategic partnerships with centers of influence (e.g., attorneys, CPAs, family offices).
• Be the leader for a small, but high impact Atlanta office.
• Serve as a trusted advisor to high-net-worth individuals, families, and business owners on wealth management strategies including investment management, estate planning, philanthropy, and tax optimization.
• Manage and grow a book of business by fostering deep client relationships and delivering tailored financial strategies.
• Partner with internal teams—investment research, tax specialists, estate and trust advisors—to deliver holistic financial solutions.
• Contribute to the strategic direction of the firm, including governance, culture, client service model, and long-term growth strategy.
• Mentor, coach, and develop junior advisors to support firm-wide talent development.
• Uphold the highest standards of compliance, ethics, and fiduciary responsibility

Requirements :

#ZR