Financial Advisor

Financial Advisor at The Well Financial Advisor at The Well in Roswell, Georgia Posted in about 6 hours ago.

Type:

full-time

Job Description:

Compensation:

$85,000

• 150,000 Base + Uncapped Commission | $250,000
• 800,000+ Long-Term Earning Potential We're hiring a Financial Advisor on behalf of our client
• a fast-growing, independent RIA firm based in Alpharetta, GA, managing $400M+ in assets for high-net-worth individuals and families. This is not your average advisor role . No cold calling. No prospecting. No paperwork. Our client's robust marketing engine delivers 200-400+ qualified prospects annually
• all you do is show up, follow a proven process, and close. Why This Role? Walk into a full pipeline
• prospects are pre-qualified and delivered to you No paperwork or contracts
• support staff handles all of it so you stay face-to-face with clients Massive income trajectory
• Year 1 target: $10M closed; Year 2: $20M+; Year 3+: $20
• 40M annually Learn from the best
• absorb 15+ years of proven closing expertise directly from the firm's founder Clear growth path
• reporting to the founder now, with a defined path to greater independence Faith-based, values-driven culture
• collaborative, high-expectation, and mission-focused What You'll Do Meet with a steady flow of qualified, pre-screened prospects ($1M
• 10M+ in investable assets) Follow a structured, proven engagement process to identify client needs and present planning strategies Guide prospects through investment, income, tax, protection, and legacy planning Convert qualified prospects into long-term clients by communicating the value of comprehensive financial planning Build and articulate financial plans that address all five dimensions of the firm's proprietary wealth process Proactively follow up with prospective and current clients to maintain momentum and relationships What You Bring 3+ years of Financial Advisory or Wealth Management experience CFP® designation required; Series 63 or 65 required; Life and Health insurance licenses required or willing to obtain Comfort with intangible selling•you're confident presenting concepts and strategies, not products Exceptional people skills•you can read the room, build rapport fast, and stay composed under pressure Strong knowledge of investments, cash flows, tax strategy, and retirement planning A genuine desire to serve•you're in this to help clients, not just close deals Process-oriented mindset•you follow a system and do it well, while staying relational and adaptive Proficiency in Excel and Microsoft Office Suite Ideal Candidate Profile Located in or near Alpharetta•Sandy Springs, Roswell, Johns Creek, Milton, Woodstock, Canton, or Peachtree Corners preferred Hungry, driven, and growth-oriented•you want to build something big and you're willing to put in the work Coachable and fast learner•this firm moves fast and expects the same from its team Comfortable in a faith-based, conservative, high-performance environment What We Offer $85,000•150,000 base salary (lower base = higher upside; ideal candidate takes the upside) Uncapped commissions•realistic path to $500,000•800,000+ within 3-7 years High Deductible Health Plan available; employer covers 50% of healthcare costs Automatic 3% 401(k) contribution after 6 months•no match required from you 10 days PTO + approximately 10 paid holidays annually Monday-Friday, 9am-5pm in-office schedule (Friday until 4pm) Sound like you?

Let's talk. Submit your resume to recruiting@wealthwithnoregrets.com or apply directly through .