Wealth Management Associate

Wealth Management Client Associate (Direct Hire)

Search Partner: Focus People

Client: A Premier SEC-Registered Wealth Management Firm

Location: Atlanta, GA (Buckhead)

Work Style: 100% In-Office

Compensation: $55,000 – $75,000 (Based on Experience & Licensing)

The Opportunity

Focus People has been retained by a highly respected, fee-only Registered Investment Advisor (RIA) to identify a Client Associate for their growing Atlanta team. This is a direct-hire, permanent position with a firm that manages nearly $2 billion in assets and prides itself on a "fiduciary-first" culture.

Our client is looking for a long-term "operational anchor" to join a high-performing 3-person "pod" consisting of a Senior and Junior Advisor.

Our client is open to three distinct levels of candidates, ensuring a fit for various experience stages:

• Associate (Advisor-Track): For those with a Finance/Economics degree and a Series 65 (or 7/66) who wish to transition into an Advisor role over time.
• Senior Client Services Admin: For seasoned professionals with deep RIA/Brokerage experience and custodial platform mastery.
• Client Services Admin: For high-potential professionals with exceptional service skills looking to pivot into a stable, high-net-worth industry.

Key Responsibilities

• Client Onboarding: Manage the end-to-end onboarding process through Schwab and Fidelity, including account openings and asset transfers.
• Operational Support: Coordinate money movements, journal positions, and execute cashiering tasks.
• Advisor Partnership: Prepare high-quality PowerPoint review decks, build eMoney profiles, and manage post-meeting task follow-ups.
• Client Service: Act as a "front-line" trusted communicator for client inquiries, ensuring a white-glove experience.

Qualifications

• The "Humble" Mindset: A team-player attitude with no ego; our client values humility and "esprit de corps" above all else.
• Technical Proficiency: Professional-level skills in Excel and Power Point are required.
• Clean Record: Candidates must have a completely clear IAPD/Broker Check record (zero disclosures).
• Education: Bachelor’s degree preferred (required for the Advisor-track).

Why This Firm? (Direct-Hire Benefits)

As a permanent employee of the firm, you will receive a robust "big-company" benefits package:

• Logistics: 100% company-paid parking in Buckhead.
• Financial: 401k with a 3% match and $100,000 in Life Insurance.
• Growth: Firm-sponsored CFP training, licensing fees, and education credits.
• Wellness: Comprehensive medical (HDHP & PPO options), dental, vision, and disability coverage.
• Culture: A stable, growing company with annual retreats, team celebrations, and a well-appointed office space.

How to Apply

As the exclusive search firm for this role, Focus People will manage the initial screening and interview process. To be considered for this permanent opportunity with our client, please submit your resume today.