Independent Wealth Advisor

$250,000 – $675,000 | Atlanta office or fully remote | Individuals & teams

Wealth Advisor – Atlanta (Individuals & Teams)

Thinking about moving your whole team? This is the platform built for it.

Atlanta has become one of the Southeast's most dynamic wealth markets, full of executives, business owners, and professionals who expect coordinated, sophisticated advice. Our client, a nationally recognized and rapidly expanding wealth management firm, is adding advisors and complete advisor teams across Atlanta and the Southeast, and it is having serious conversations right now.

What the role involves:

• Lead (or co-lead) a practice serving HNW executives, business owners, and multigenerational families.
• Define team roles across lead advisors, associate advisors, and client service, and set service standards for each client segment.
• Deliver comprehensive planning (retirement, tax, estate, business succession) with support from in-house specialists.
• Manage portfolios through the firm's open-architecture platform, including models, SMAs, and alternatives.
• Coordinate the team's transition with the firm's dedicated team, consistent with each member's agreements and the Broker Protocol where applicable.
• Grow the practice through referrals, corporate executive networks, and community and civic relationships.

What's included:

• Ownership of your client base, with a national platform behind you.
• Atlanta office or fully remote from anywhere in the U.S.
• Team lift-out support for partners, associates, and service staff.
• Dedicated transition specialists for operations, compliance, and onboarding.
• In-house tax, estate, trust, and business planning resources.

Economics for individuals and teams:

• A transparent, production-based revenue share, with flexibility in how the team splits it internally.
• Transition packages sized to the combined team's trailing-12 revenue and assets, which may include upfront and asset-based components.
• Support-staff compensation can be built into the deal.

Qualifications:

• Lead advisors with 7+ years in wealth management or financial planning.
• Ideally $50M+ in AUM for individuals, or $150M+ for teams; all experienced advisors considered.
• Series 7/66 or 65 preferred; CFP®, CIMA®, CPWA®, or ChFC® a plus.
• Clean regulatory history across team members.
• Collaborative leader with a record of growing relationships.

Team moves take planning, and the best ones start early. Every package is tailored, and every conversation stays confidential.