Financial Advisor

Financial Advisor - Atlanta, GA (Hybrid)

Location : Midtown Atlanta (Hybrid Schedule)

Type : Direct Hire

We are working with a privately held financial advisory firm headquartered in Atlanta that serves high-net-worth individuals, families, and related entities. With a strong reputation for delivering exceptional planning, investment advice, and client service, the firm is committed to helping clients align their financial success with their life goals. Their approach is deeply personal, holistic, and rooted in long-term relationships.

Role Summary

As a Financial Advisor , you will be part of a collaborative team of specialists focused on delivering comprehensive wealth management solutions. This role is ideal for professionals who are passionate about guiding clients through complex financial decisions and who are eager to grow into a leadership or partnership role within a high-performing organization.

You will serve as a strategic advisor to clients with sophisticated financial needs, offering expertise across investments, estate planning, tax strategies, and more. This is a growth-oriented opportunity with a clear path to partnership for those who demonstrate initiative, leadership, and a commitment to excellence.

Key Responsibilities

• Deliver tailored financial planning and investment strategies to high-net-worth clients.
• Address complex client needs across insurance, tax management, retirement planning, estate planning, philanthropy, and business succession.
• Build and maintain deep, trusted relationships with clients and their external advisors.
• Collaborate with internal teams to design and implement holistic financial solutions.
• Develop specialized expertise in targeted business segments and contribute to firm-wide knowledge.
• Lead the planning process from strategy through execution, ensuring alignment with client goals.
• Support firm initiatives that enhance client experience and operational effectiveness.

Key Requirements

• 5-7 years of experience in complex financial planning and investment advisory.
• Proven success managing the financial needs of high-net-worth individuals and families.
• Strong technical expertise in one or more areas such as estate planning, tax strategy, or executive compensation.
• Bachelor's degree required; advanced degree preferred.
• Holds or is actively pursuing one of the following certifications : CFP®, CFA, CPA.
• Excellent communication and interpersonal skills with a collaborative mindset.
• Entrepreneurial spirit and self-motivation to grow within the organization.
• Ability to work effectively with clients' external advisors and maintain professional credibility.

Why Join Us

• Join a respected, client-centric firm with a strong growth trajectory.
• Be part of a collaborative team that values innovation, integrity, and impact.
• Enjoy a clear path to partnership and long-term career development.
• Benefit from a structured onboarding process and a flexible hybrid work model.

Ready to Elevate Your Career?

If you're a driven financial advisor seeking a meaningful opportunity to grow and make a lasting impact, we'd love to connect. Apply today with your resume and contact information to explore this exciting opportunity with The Intersect Group.