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Junior Wealth Advisor
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Xception Family Office
Atlanta, GA (In Person)
$100,000 Salary, Full-Time
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Job Description
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Junior Wealth Advisor Position Summary Xception Family Office is a growing multi-family office serving select families with complex wealth management needs. We provide personalized, institutional-quality advice across investments, planning, operations, and family office services. The Junior Wealth Advisor bridges client service and advisory work, partnering with lead advisors to deliver a high-touch client experience while supporting wealth planning, investment implementation, portfolio administration, and team development. Key Responsibilities Client Relationship Support- Serve as a secondary client contact for complex service requests and relationship support
- Prepare for and participate in client meetings, including agendas, notes, and follow-up items
- Develop familiarity with client family structures, goals, and overall wealth strategies
- Help deliver a consistent, responsive, and high-touch client experience Wealth Management & Advisory Support
- Support holistic wealth management strategies across investments, tax, estate, insurance, cash flow, and financial planning
- Assist with asset allocation, portfolio construction, rebalancing, and ongoing portfolio monitoring
- Prepare and review client-ready materials, including performance reports, allocation summaries, and planning analyses
- Coordinate with separate account managers, investment managers, CPAs, attorneys, insurance advisors, and other external professionals
- Support due diligence, subscription, capital call, distribution, and monitoring processes for alternative investments Operations & Execution
- Oversee and support complex operational tasks, including account opening and maintenance, custodian coordination, cash movement, intra-family or trust transfer documentation, billing reconciliation, and alternative investment administration
- Ensure accuracy across portfolio accounting systems, client reporting, and transaction workflows
- Troubleshoot discrepancies, resolve issues where appropriate, and escalate matters as needed Team Leadership & Oversight
- Provide guidance and mentorship to Client Service Associates
- Review paperwork, transactions, reporting, and other deliverables for accuracy and completeness
- Help train team members on systems, workflows, and client service standards
- Serve as a resource for operational and client-related questions Process Improvement
- Identify opportunities to improve workflows, strengthen the client experience, and increase efficiency
- Support implementation of new technologies, systems, and procedures Qualifications Experience
- 5-6+ years of experience in wealth management, family office, or financial services
- Experience with Black Diamond and Schwab strongly preferred
- Experience supporting portfolio construction, asset allocation, investment manager coordination, and client reporting
- Exposure to holistic wealth management, including financial planning, insurance, and multi-asset investing Knowledge & Skills
- Understanding of asset allocation, portfolio construction, separate account managers, third-party investment managers, and alternative investment structures
- Familiarity with planning topics such as tax, estate, retirement, cash flow, risk management, and insurance planning
- Comfort using planning and analysis tools such as eMoney, Excel modeling, and amortization schedules
- Ability to synthesize complex investment and planning information into clear, client-ready materials
- Strong attention to detail, problem-solving ability, communication skills, and capacity to manage multiple priorities Credentials (Preferred)
- Progress toward or completion of CFP®, CFA®, or similar designation preferred
- Bachelor's degree in Finance, Economics, or related field preferred Key Competencies
- Client-centric mindset
- Ownership and accountability
- Collaboration and leadership
- Analytical thinking
- Discretion and professionalism Career Path This role is designed to progress toward a Junior Advisor / Lead Advisor position, with increasing responsibility for client relationships, planning, investment strategy, and manager selection. Compensation & Benefits Xception Family Office offers a competitive compensation and benefits package, including:
- Competitive base salary, commensurate with experience, plus performance-based incentive compensation
- Medical, dental, and vision coverage
- Employer-paid life and disability insurance
- 401(k) retirement plan with employer contributions
- Paid time off and firm-recognized holidays