Wealth Management Associate - Atlanta
5 hours ago
Job description
Wealth Management Client Associate (Direct Hire)Search Partner:
Focus People
Client:
A Premier SEC-Registered Wealth Management Firm
Location:
Atlanta, GA (Buckhead – Tower Place 100)
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 PowerPoint are required.
Clean Record:
Candidates must have a completely clear IAPD/BrokerCheck 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.
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