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

Coastal Wealth

Financial Advisor - Atlanta, GA

Atlanta, GA · Remote

$70K - $100K/yr

Join Coastal Wealth as a Financial Advisor and help individuals, families, and business owners navigate their financial futures with confidence and clarity. At Coastal Wealth, we don't just offer ...

Truist

Senior Wealth Strategist

Atlanta, GA · On-site

Working with multi-generational, complex client and prospect families, provide planning subject matter expertise in conjunction with Wealth Advisors to leverage and source internal and external ...

Truist

Senior Wealth Strategist

Atlanta, GA · On-site

Working with multi-generational, complex client and prospect families, provide planning subject matter expertise in conjunction with Wealth Advisors to leverage and source internal and external ...

First Citizens Bank

Wealth Consultant

Atlanta, GA · On-site

Serves as a primary relationship manager for high net worth clients and families, while ... Advanced Advisor/ Planning Benefits are an integral part of total rewards and First Citizens Bank ...

First Citizens Bank

Wealth Consultant

Atlanta, GA · On-site

Serves as a primary relationship manager for high net worth clients and families, while ... Advanced Advisor/ Planning Benefits are an integral part of total rewards and First Citizens Bank ...

HB Wealth

Advisory Team Leader

Atlanta, GA · On-site

Founded in 1989, HB provides wealth advisory services, investment management, and family office ... The Advisory Team Leader partners closely with Advisors and Associates to strengthen client ...

Fulcro Insurance

Financial Advisor

Atlanta, GA · On-site

This role is essential in delivering high-level wealth management services with a fiduciary ... families, trusts, institutions). * Promote and ensure the delivery of personalized, high-quality ...

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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 Aug 9, 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.

How much does a family wealth advisor earn?

A family wealth advisor's salary typically ranges from $70,000 to $150,000 annually, depending on experience, location, and client portfolio size. Senior advisors or those with specialized certifications can earn higher compensation, often supplemented by bonuses or commissions.

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 high-net-worth individuals and families manage, grow, and protect their financial assets through investment planning, estate planning, tax strategies, and risk management. They often collaborate with legal and tax professionals and may hold certifications such as CFP or CFA to provide comprehensive financial guidance.

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 are popular job titles related to Family Wealth Advisor jobs in Decatur, GA? For Family Wealth Advisor jobs in Decatur, GA, the most frequently searched job titles are:
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

Senior Client Service Associate

ImpactSearch Partners

Atlanta, GA • On-site

Full-time

Re-posted 8 days ago

Job description

Job Summary
This Senior Client Service Associate will primarily assist Wealth Advisor(s). High integrity, attention to detail, excellent communication and enthusiasm for teamwork is key. The ideal candidate will understand that a positive attitude and efficiency in task management will be key drivers for success. We expect this person to, with training, perform the following responsibilities:
Main Responsibilities:
  • Perform clerical functions related to opening client accounts and ongoing account maintenance based on client preferences and requests.
  • Provide same-day responses to client requests.
  • Tracking and monitoring incoming assets and reconciling as needed.
  • Work with the Wealth Advisor(s) and the client in obtaining required documents for the account opening process.
  • Demonstrate operational proficiency of the client technology systems by processing correctly both the day-to-day business items and the ad hoc research needs within the client dictated time frames.
  • Perform money management related requests such as wires, ACH, journals, dividend reinvestment, cash management.
  • Identify situations that need to be brought to the attention of the Wealth Advisor(s) when necessary.
  • Track, monitor and distribute tax documents and other requests made by the client's personal advisory team, such as CPA, lawyer, and other family office staff.
  • Meet deadlines for Alternatives Investments to include completion of Subscription Documents and Capital Calls.

Preferred Qualifications:
  • Bachelor's Degree
  • 5+ years of customer service or administrative experience
  • Industry or Industry related experience
  • Experience working with Ultra High Net Worth Families
  • General understanding of the investment brokerage industry and securities knowledge
  • Ability to organize and prioritize
  • Excellent grammar and possess phone/office etiquette
  • Strong communication skills both written and verbal
  • Strong interpersonal skills
  • Strong focus on providing exemplary client service

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