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Service Advisor

Job in Alpharetta, Fulton County, Georgia, 30239, USA
Listing for: The Well
Full Time position
Listed on 2026-02-01
Job specializations:
  • Finance & Banking
    Financial Consultant, Wealth Management
Salary/Wage Range or Industry Benchmark: 75000 - 100000 USD Yearly USD 75000.00 100000.00 YEAR
Job Description & How to Apply Below

Overview

We’re hiring a Service Advisor on behalf of our client—a growing wealth management firm based in Alpharetta, GA. This is a client-facing, revenue-impacting role for someone who loves financial planning conversations and wants real long-term growth.

Why this role stands out

  • Own deep client relationships — support and advise an established client base
  • Be a true advisor — lead review meetings, discuss investments, build and refine financial plans
  • Make an impact — this role directly contributes to retained assets and new revenue from existing clients
  • Room to grow — long-term path into a producing advisor role for the right person (not a quick stop)
Responsibilities
  • Managing ongoing relationships for a large book of existing clients
  • Leading client review meetings and day-to-day advisory conversations
  • Providing thoughtful guidance on investments, planning strategies, and real-life financial decisions
  • Identifying opportunities to bring additional assets under management
  • Partnering closely with senior leadership as the firm scales
Qualifications
  • Active Series 65 strongly preferred (Series 7 + 66 considered)
  • Willingness to obtain insurance license
  • 3+ years of real-world advisory experience
  • Comfortable discussing investments, planning, and portfolio strategy
  • Proactive, detail-oriented, and genuinely driven (this is not a “tread water” role)
Compensation & structure
  • $75k–$100k (flexible for top talent)
  • Performance-driven upside tied to revenue impact
  • Strong leadership support and long-term career runway

If you’re a licensed advisor who enjoys servicing clients at a high level—and wants to grow with a firm that’s building something meaningful—this is worth a conversation.

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