Financial Advisor

Financial Advisor – Practice Succession Track – Wealth Management

Location: Albany, GA

Work Environment: On-site, Full-time

Role Summary

We're hiring a Financial Advisor – Practice Succession Track on behalf of our client—a growing wealth management firm based in Albany, GA. This is a rare chance to step into an established, well-regarded practice with a loyal client base and long-tenured client service support already in place, while building a book of your own on a fast-growing national platform.

Working closely with the firm's regional leadership, this advisor will serve as the long-term successor to a respected advisor who is preparing to transition into retirement. The role blends hands-on relationship stewardship, meeting legacy clients and their families in person, with true entrepreneurial growth: bringing your own book, welcoming new clients, and expanding the practice well beyond where it is today. The ideal candidate is a relationship-first, growth-minded advisor who is excited to put down roots in the Albany community.

Core Responsibilities

• Step into the trusted advisor role for an established book of client relationships, partnering with the retiring advisor on a hands-on, in-person transition

• Build confidence and continuity with legacy clients and their families through proactive outreach, in-person reviews, and consistently excellent service

• Bring your own book of business onto the firm's platform and guide your clients through a smooth, well-communicated transition

• Deepen relationships across generations by engaging the children and heirs of existing clients to protect and grow the legacy book

• Deliver thoughtful planning and investment guidance, including regular client reviews and ongoing service

• Grow the practice through new client acquisition, referrals, centers of influence, and an active presence in the Albany community

• Partner with the office's long-tenured client service manager, whose deep client knowledge will help bridge the transition

• Take advantage of the firm's growth engines, marketing support, and national resources to scale your practice

• Serve as the visible, local face of the firm so clients know you are here and invested in them

• Maintain the highest standards of compliance, documentation, and fiduciary care

Candidate Profile

• Experienced financial advisor, ideally with roughly 8–12 or more years in the business and a record of client service and growth

• A portable book of business, ideally in the $15M–$80M range, with a realistic path to bringing clients with you

• Hungry, growth-minded, and entrepreneurial, with a "what else can I do?" attitude

• Relationship-first communicator who is comfortable with an older clientele that values face-to-face meetings

• Based in or willing to relocate to the Albany area; a consistent in-person presence is essential to this role

• Open to transitioning the equity in your own practice into equity in a larger, faster-growing firm

• Active securities licensing (such as Series 65 or 66) required

Compensation and Benefits

-Attractive base (flexible depending on if the candidate is bringing over business)

• A transition-focused compensation structure designed to support you while you bring your book over and take on a legacy practice

• Production-based payout on new business, including the assets you bring to the firm

• Meaningful equity participation in a fast-growing national firm, with the opportunity to transition the equity in your own practice into firm equity

• Comprehensive benefits package, including health coverage and retirement plan options

• Full compensation details are shared with qualified candidates during the interview process

Work Environment and Culture

This is a full-time, on-site role based in Albany, GA. Our team values integrity, collaboration, and client-first service, and we operate in a supportive, high-growth environment. The Albany office offers the feel of a close-knit community practice with experienced client service support on-site and the resources of a national firm behind you. Candidates local to the Albany area are strongly preferred; candidates who are ready to relocate are welcome to apply.