Wealth Advisor

Wealth Advisor

TandemGrowth Financial Advisors, LLC is an independent, fee-only financial planning firm founded in 2003 and located in Alpharetta, GA.

We are seeking a Wealth Advisor to help deliver exceptional financial planning and client service while supporting the continued growth of the firm.

This role is ideal for an advisor who enjoys building meaningful client relationships, providing comprehensive financial planning, and working collaboratively with a team. While business development is valued, the primary focus of this role is helping clients make thoughtful financial decisions and delivering a high-quality client experience.

As the firm continues to grow, this advisor will have opportunities to take on increased client responsibility and contribute to the long-term success of the firm.

Job Responsibilities

Planning & Relationship Management

  • Serve as the primary advisor for some client relationships while partnering with senior advisors on others
  • Develop a deep understanding of each client’s financial and family situation using a "human first" approach
  • Prepare, review, and present comprehensive, goals-based financial plans
  • Prepare for and participate in client review meetings, with increasing responsibility for leading meetings over time
  • Manage existing client relationships and respond thoughtfully to planning inquiries and service requests
  • Collaborate closely with other TandemGrowth advisors in delivering thoughtful planning advice and exceptional client service
  • Coordinate proactively with clients' attorneys, accountants, and other professionals regarding estate planning, tax planning, risk management, and other planning matters
  • Partner with clients to evaluate tradeoffs and navigate decisions involving retirement, cash flow, taxes, debt, charitable giving, education planning, insurance, estate planning, and investments
  • Present and discuss the TandemGrowth investment philosophy and explain investment results in a way clients can easily understand
  • Establish each client's need, ability, and tolerance for risk and help develop appropriate investment and cash flow strategies
  • Address client investment questions within the context of a comprehensive financial planning framework
  • Become proficient in all technology tools used in the firm's wealth management process

Firm Development

  • Be an active participant in improving and growing the firm
  • Support the firm's growth through exceptional client service, relationship management, and participation in business development activities
  • Contribute to client retention, referrals, and long-term relationship growth
  • Participate in introductory and discovery meetings with prospective clients
  • Develop relationships with and serve clients' adult children through the firm's Next Gen service model
  • Support firm marketing, educational events, and community engagement efforts as appropriate

Requirements

  • Bachelor's Degree from an accredited college or university
  • CFP® designation required
  • 3+ years of experience in financial planning, wealth management, or a related advisory role
  • Experience supporting and/or managing client relationships
  • Ability to successfully pass criminal background and credit checks

Preferred but not required:

  • Experience leading client meetings
  • Experience developing new client relationships
  • Familiarity with MoneyGuidePro, Orion, FP Alpha, HiddenLevers, and YCharts

Required Skills & Attributes

  • Deep understanding of comprehensive financial planning principles
  • Strong written and verbal communication skills
  • Comfortable presenting planning recommendations and discussing financial concepts with clients
  • Ability to accurately enter and analyze client information within planning software
  • Strong listening skills and thoughtful problem-solving abilities
  • Self-motivated with strong initiative and personal accountability
  • Ability to manage multiple priorities while maintaining attention to detail
  • Committed to putting clients first and upholding fiduciary standards
  • Collaborative team player who enjoys working with others to serve clients well

What Success Looks Like

The successful candidate will:

  • Build trusted relationships with clients
  • Deliver thoughtful, comprehensive financial planning advice
  • Help senior advisors serve clients more effectively
  • Gradually take ownership of additional client relationships
  • Contribute to the long-term growth and success of the firm

Apply