Wealth Manager Position Available In Fulton, Georgia
Tallo's Job Summary: The Third Group LLC in Alpharetta, GA is hiring a Wealth Manager. This role requires a CFP® or ChFC® designation and active Series 7 and 66 licenses (or Series 63 and 65). Responsibilities include financial planning, investment management, and client relationship building for high-net-worth individuals. The full-time position offers a salary of $170,000.00 - $180,000.00 annually with benefits such as 401(k) and health insurance, along with bonus opportunities.
Job Description
Wealth Manager The Third Group LLC Alpharetta, GA 30009 We are seeking a highly motivated and credentialed Wealth Manager to join our growing team. The ideal candidate will possess a CFP® (Certified Financial Planner) or ChFC® (Chartered Financial Consultant) designation and hold active Series 7 and 66 licenses ( or Series 63 and 65 ). You will be responsible for delivering comprehensive financial planning, investment management, and wealth preservation strategies tailored to high-net-worth clients.
Key Responsibilities:
Serve as a trusted financial advisor, building and maintaining long-term relationships with clients Develop, implement, and monitor holistic financial plans based on clients’ goals, risk tolerance, and time horizon Provide strategic guidance on investments, retirement planning, estate planning, tax-efficient strategies, and insurance Conduct regular reviews of clients’ portfolios and make recommendations in line with market conditions and evolving needs Collaborate with internal specialists and external partners (e.g., tax professionals, estate attorneys) to provide integrated solutions Proactively identify opportunities to deepen client relationships and attract new assets Ensure compliance with all regulatory requirements and company standards
Qualifications:
CFP® or ChFC® designation required Active FINRA Series 7 and Series 66 licenses (or Series 63 and 65) Bachelor’s degree in Finance, Economics, Business, or related field; MBA or advanced degree a plus •
Job Type:
Full-time Pay:
$170,000.00 – $180,000.00 per year
Benefits:
401(k) Health insurance
Compensation Package:
Bonus opportunities
Work Location:
In person
