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Associate Wealth Advisor

Associate Wealth Advisor

Claire Myers ConsultingAtlanta, GA, US
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Job Description

Job Description

About the Firm :

Our client is a nationally ranked, Top 50 Financial Advisor based in Atlanta. Known for integrity, excellence, and white-glove service, the firm supports a sophisticated client base with customized financial planning and wealth management. The team is lean, fast-paced, and highly collaborative, with a deep commitment to long-term client impact.

The Opportunity :

This is an opportunity for an experienced professional to join a high-performing team and play a key role in serving and growing existing client relationships. You’ll help manage client interactions, support planning needs, and deliver an exceptional client experience.

Key Responsibilities :

  • Serve as the primary point of contact for a group of established client relationships
  • Prepare for and participate in client meetings, including follow-ups and tracking next steps
  • Identify planning and service needs and coordinate execution with the team
  • Assist with onboarding new clients and ensuring a smooth transition
  • Maintain accurate and detailed notes in CRM and financial planning systems
  • Collaborate with the lead advisor to strengthen and grow client relationships

Ideal Candidate :

  • 3+ years of experience in financial services, ideally in client-facing roles
  • Familiarity with HNW planning needs and a service-first mindset
  • Series 7 and 66 (or willingness to obtain)
  • CFP® preferred but not required
  • Excellent communication, organization, and follow-through
  • Values : work ethic, longevity, integrity, and responsiveness

    • Location :  Atlanta, GA

    Compensation :

  • $85K–$110K base + bonus + benefits, with total potential up to $200K
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    Wealth Advisor • Atlanta, GA, US