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Wealth Management Financial Advisor

Wealth Planning Advisor — Lead Client Reviews

Job in Alpharetta, Fulton County, Georgia, 30239, USA
Listing for: The Well
Full Time position
Listed on 2026-02-06
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor
Salary/Wage Range or Industry Benchmark: 75000 - 100000 USD Yearly USD 75000.00 100000.00 YEAR
Job Description & How to Apply Below
A growing wealth management firm in Alpharetta, GA is seeking a Service Advisor to manage client relationships and provide financial planning advice. This role emphasizes deep client connections and offers a pathway to long-term career growth. The ideal candidate should have a minimum of 3 years of advisory experience and hold or be willing to obtain relevant licenses. Compensation ranges from $75k to $100k with performance-driven incentives.
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