Associate Advisor Atlanta, GA

Job Description

Associate Advisor

We are seeking a driven and technically strong Associate Advisor who believes great financial planning changes lives — and that excellence comes from discipline, preparation, and teamwork.

This role is for a developing advisor who takes ownership of their growth, commits to mastering their craft, and understands that client trust is earned through preparation and follow-through. You will partner closely with senior advisors to build thoughtful strategies, prepare thoroughly for meetings, and ensure recommendations are implemented with precision. This role does include operational tasks as well.

We are looking for someone who embraces a growth mindset, believes in the power of process, and puts the success of the firm and clients above individual ego.

Key Responsibilities:

Financial Planning & Strategy Execution

Build and maintain comprehensive financial plans

Conduct retirement, tax, and scenario modeling

Analyze investment portfolios and develop allocation recommendations

Apply disciplined portfolio construction principles

Client Preparation & Meeting Support

Account opening, money movements and other operational tasks

Prepare detailed, organized client meeting materials

Attend meetings and contribute with clarity and professionalism

Explain planning strategies and investment recommendations in a clear, confident manner

Ensure documentation and compliance standards are upheld

Implementation & Ownership

Oversee execution of planning recommendations

Coordinate investment and strategy implementation

Track action items and ensure timely, accurate completion

Maintain integrity of planning software and CRM systems

What Success Looks Like

Independently prepares comprehensive, high-quality financial plans

Clearly articulates recommendations and earns client confidence

Demonstrates reliability and earns advisor trust in client preparation

Completes (or is nearing completion of) CFP® designation

Proactively identifies ways to improve planning processes

Shows consistent follow-through and accountability

What we are looking for:

Experience

3–7 years in wealth management or financial planning

Experience building and updating financial plans

Participation in client meetings and plan presentation

Technical Proficiency

Strong command of financial planning software

Understanding of portfolio construction and asset allocation

Experience with tax and retirement modeling

Comfort navigating CRM systems and advisor technology

Credentials

Bachelor’s degree required

Series 7 and 66 OR Series 65 required

CFP® designation completed or actively in progress

Core Competencies

Analytical discipline and critical thinking

Client empathy and professional presence

Clear, confident verbal communication

Strong ownership and follow-through

Coachable with a continuous improvement mindset

Team-first orientation

Full-time