Financial Advisor (Hybrid) Position Available In Fulton, Georgia

Financial Advisor (Hybrid) Ability Atlanta, GA About the Role A well-respected wealth management firm is seeking a highly experienced Financial Advisor to join its client-facing team. This individual will take ownership of key client relationships, support high-net-worth individuals through holistic financial planning, and play a strategic role in client acquisition and retention. This is an excellent opportunity for an advisor who thrives in a relationship-driven environment, values a high-touch client experience, and has the drive to grow professionally within a collaborative and service-oriented firm. Key Responsibilities Client Relationship Management Serve as the primary point of contact for assigned clients, particularly high-net-worth individuals Build trust-based relationships through clear communication, timely follow-up, and personalized service Educate clients and provide a consistently exceptional experience Financial Planning & Investment Advisory Prepare customized financial plans based on clients’ goals and risk profiles Conduct in-depth analysis of client assets, liabilities, and objectives Deliver investment recommendations in coordination with the trading team Collaborate with attorneys, CPAs, and other professionals for comprehensive planning Client Engagement & Business Development Lead client meetings, take notes, and ensure timely completion of follow-up actions Identify opportunities to deepen existing client relationships and cross-sell services Actively participate in lead generation and referral-based business development Establish and nurture relationships with Centers of Influence (COIs) to generate qualified referrals Team Collaboration & Strategy Work with support staff to deliver prompt, thorough client service Maintain accurate CRM records of all client interactions Participate in firmwide projects and help streamline processes Qualifications ✔ 5+ years of experience in a Financial Advisor role or similar client-facing position ✔ Strong financial planning knowledge and experience working with high-net-worth individuals ✔ Excellent communication and interpersonal skills; calm under pressure ✔ Strong sense of empathy and client service orientation ✔ Proven track record in both client retention and new business generation ✔ Self-starter with excellent follow-through and attention to detail ✔ Proficiency with CRM systems and financial planning software Ideal Candidate Traits ✔ Highly professional, client-centric, and emotionally intelligent ✔ Genuinely enjoys serving others and solving complex problems ✔ Always looking to improve and master their craft ✔ Comfortable working in a collaborative, team-based environment ✔ Seeks long-term career growth in a purpose-driven wealth advisory firm Ready to join a firm where your impact matters? with your resume to be considered for this career-defining opportunity.

Job Types:

Full-time, Permanent Pay:

$140,000.00 – $175,000.00 per year

Work Location:

In person