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Family Wealth Advisor Jobs in Decatur, GA (NOW HIRING)

Cybercoders

Wealth Advisor

Atlanta, GA

... and families. The Wealth Advisor will build and manage long-term client relationships, develop customized wealth strategies that align with clients goals and risk tolerance, and coordinate with ...

New

HB Wealth

Associate Wealth Advisor

Atlanta, GA · On-site

Founded in 1989, HB provides wealth advisory services, investment management, and family office ... The Associate Wealth Advisor also provides coaching and guidance on financial planning ...

HB Wealth

Associate Wealth Advisor

Atlanta, GA

Founded in 1989, HB provides wealth advisory services, investment management, and family office ... The Associate Wealth Advisor also provides coaching and guidance on financial planning ...

Aprio

Wealth Advisor

Atlanta, GA · On-site +1

$150K - $250K/yr

As a Wealth Advisor at Aprio, you are responsible for advising families on building, preserving and managing their wealth. At Aprio, we provide contextual advice at the intersection of Tax Planning ...

US Bank

PWM Private Wealth Advisor

Atlanta, GA · Hybrid

$165K - $200K/yr

Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and ... That's why our benefits are designed to help you and your family boost your health, protect your ...

U.S. Bank

PWM Private Wealth Advisor

Atlanta, GA · On-site

$165K - $200K/yr

Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and ... That's why our benefits are designed to help you and your family boost your health, protect your ...

Northern Trust

Private Wealth Director

Atlanta, GA · On-site

NTRS) is proud to guide the world's most successful individuals, families, corporations and ... This role serves as a trusted, strategic advisor and coordinator across all aspects of Wealth ...

Northern Trust

Private Wealth Director

Atlanta, GA · On-site

NTRS) is proud to guide the world's most successful individuals, families, corporations and ... This role serves as a trusted, strategic advisor and coordinator across all aspects of Wealth ...

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All JobsFamily Wealth Advisor JobsFamily Wealth Advisor Jobs in Decatur, GA

Family Wealth Advisor information

See Decatur, GA salary details

$45.9K

$100.6K

$145K

How much do family wealth advisor jobs pay per year?

As of Jul 16, 2026, the average yearly pay for family wealth advisor in Decatur, GA is $100,640.00, according to ZipRecruiter salary data. Most workers in this role earn between $81,500.00 and $120,600.00 per year, depending on experience, location, and employer.

How does a Family Wealth Advisor typically collaborate with other professionals to serve clients?

Family Wealth Advisors often work closely with a network of professionals, such as estate attorneys, tax advisors, and investment managers, to provide comprehensive wealth management services. This collaboration ensures that clients receive well-rounded advice that takes into account legal, tax, and investment considerations. Advisors frequently coordinate multi-disciplinary meetings and facilitate communication between these experts to align strategies with the client's long-term goals. This team-based approach is essential for addressing complex financial situations and delivering holistic solutions tailored to each family's unique needs.

Is 200,000 enough to work with a financial advisor?

A Family Wealth Advisor typically works with clients who have substantial assets, often exceeding $1 million, but some advisors may work with clients with lower net worths, including those with $200,000 in investable assets. The suitability depends on the advisor's fee structure and services offered; some charge a percentage of assets, while others have flat fees or hourly rates. For clients with $200,000, a financial advisor can help with investment planning, estate strategies, and tax optimization, but costs should be considered relative to the total assets managed.

Which is better, CFP or Cpwa?

For a Family Wealth Advisor, both CFP (Certified Financial Planner) and CPWA (Certified Private Wealth Advisor) are respected certifications. CFP focuses on comprehensive financial planning, while CPWA emphasizes high-net-worth client wealth management. The choice depends on the advisor's specialization and client base, with CPWA often requiring more experience in private wealth management.

What are the key skills and qualifications needed to thrive as a Family Wealth Advisor, and why are they important?

To thrive as a Family Wealth Advisor, you need strong financial planning expertise, investment management skills, and credentials such as a CFP or CFA. Familiarity with financial planning software, portfolio management systems, and regulatory compliance tools is essential. Exceptional interpersonal skills, discretion, and the ability to build trust with clients distinguish top performers in this role. These skills are vital for developing tailored strategies, maintaining long-term client relationships, and safeguarding family wealth across generations.

What does a family wealth advisor do?

A family wealth advisor helps clients manage and grow their financial assets, providing strategies for investment, estate planning, tax optimization, and wealth transfer. They often work closely with clients to develop personalized financial plans and may hold certifications such as CFP or CFA. The role requires strong financial knowledge, interpersonal skills, and the ability to coordinate with legal and tax professionals.

Can financial advisors make $500,000 a year?

Family Wealth Advisors, like other financial advisors, can potentially earn $500,000 or more annually, especially with extensive experience, a high-net-worth client base, and successful performance. Earnings often include base salary, commissions, and bonuses, and reaching this level typically requires advanced certifications such as the CFP or CFA, along with strong client relationships and business development skills.

What is the difference between Family Wealth Advisor vs Financial Planner?

AspectFamily Wealth AdvisorFinancial Planner
CredentialsCFP, ChFC, CPACFP, ChFC, CPA
Work EnvironmentPrivate client offices, family meetingsIndependent or firm-based, various settings
Industry UsageHigh-net-worth families, estate planningGeneral public, broad financial advice
Primary FocusHolistic wealth management for familiesComprehensive financial planning for individuals

Family Wealth Advisors and Financial Planners both hold similar credentials and often work in overlapping environments. However, Family Wealth Advisors specialize in managing wealth for high-net-worth families, focusing on estate planning, tax strategies, and legacy planning. Financial Planners serve a broader client base, providing general financial advice and planning services. The key difference lies in their target clients and scope of services offered.

What job categories do people searching Family Wealth Advisor jobs in Decatur, GA look for? The top searched job categories for Family Wealth Advisor jobs in Decatur, GA are:
What cities near Decatur, GA are hiring for Family Wealth Advisor jobs? Cities near Decatur, GA with the most Family Wealth Advisor job openings:
Family Wealth Advisor jobs near you
Wealth Advisor

Wealth Advisor

Cybercoders

Atlanta, GA

Full-time

Posted 3 days ago

New

Job description

Wealth Advisor

Wealth Advisor
Position Overview
We are seeking a client-focused Wealth Advisor to deliver comprehensive financial planning and investment management services to high-net-worth individuals and families. The Wealth Advisor will build and manage long-term client relationships, develop customized wealth strategies that align with clients goals and risk tolerance, and coordinate with internal teams to deliver integrated solutions. The ideal candidate will hold a CFP designation and possess strong advisory experience in wealth management.
Key Responsibilities

  • Develop and maintain deep, trust-based relationships with high-net-worth clients through regular meetings, proactive outreach, and responsive service.
  • Create comprehensive financial plans addressing investments, retirement planning, tax strategies, estate planning, insurance, and cash flow management tailored to each clients objectives.
  • Manage client investment portfolios, including asset allocation, security selection, performance monitoring, and rebalancing in line with clients risk profiles and goals.
  • Provide objective advice and educate clients about market conditions, financial products, and strategies to help them make informed decisions.
  • Coordinate with internal specialists (tax, trust, insurance, private banking) and external advisors (attorneys, accountants) to deliver integrated wealth solutions.
  • Prospect for and onboard new clients through referrals, networking, and targeted business development activities to grow AUM and client base.
  • Prepare client proposals, investment policy statements, performance reports, and other documentation to support recommendations and reviews.
  • Ensure compliance with regulatory requirements, firm policies, and fiduciary standards; maintain accurate client records and documentation.
  • Participate in practice management activities, contribute to team initiatives, and mentor junior advisors or associates when applicable.

Qualifications

  • Certified Financial Planner (CFP) designation strongly preferred.
  • Bachelors degree in Finance, Economics, Business, or related field; advanced degree or relevant certifications a plus.
  • Experience as a financial advisor or wealth manager serving high-net-worth clients, with a demonstrated track record of growing and retaining client relationships.
  • Deep knowledge of investment products, portfolio construction, risk management, retirement planning, tax-aware strategies, and estate planning fundamentals.
  • Strong interpersonal, communication, and presentation skills with the ability to explain complex financial concepts in simple terms.
  • Business development skills with a proven ability to generate referrals and new client relationships.
  • High ethical standards, client-first mindset, and commitment to fiduciary responsibility and regulatory compliance.
  • Proficiency with financial planning software, CRM systems, and portfolio management tools; comfort analyzing financial statements and market data.
- For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. This job was first posted by CyberCoders on 07/16/2026 and applications will be accepted on an ongoing basis until the position is filled or closed.Everforth CyberCoders is proud to be an Equal Opportunity Employer
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. Our hiring process includes AI screening for keywords and minimum qualifications, and a virtual recruiter as part of the application process. A human recruiter reviews all results. Click here for details on our virtual recruiter .  Everforth CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. Everforth CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at Benefits@CyberCoders.com to make arrangements.
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About CyberCoders

Sourced by ZipRecruiter

CyberCoders is a cutting-edge recruiting firm headquartered in Irvine, CA, US. The company operates within the technology industry, specializing in connecting talented professionals with suitable positions across a variety of sectors. Offering a broad spectrum of services, CyberCoders uses innovative, data-driven strategies and a proprietary matching technology to pair candidates with suitable job openings. Since its inception in 1999, CyberCoders has distinguished itself as an industry trailblazer. The company's mission is to deliver effective talent solutions, thus enabling both businesses and workers to achieve their goals.

Industry

Technology, communication and media

Company size

51 - 200 Employees

Headquarters location

Irvine, CA, US

Year founded

1999

Social media

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