CapSouth Wealth Management · 1 month ago
Lead Wealth Advisor
Atlanta Metro
Full-time
Hybrid
Senior Level
5+ years expCapSouth Wealth Management is a growing, people-first wealth management company headquartered in Dothan, Alabama. They are seeking an experienced Wealth Advisor to deepen existing client relationships and help grow the firm's presence in the Atlanta area, combining high-touch client service with leadership responsibilities.
ConsultingFinancial ServicesWealth Management
Responsibilities
Take over and deepen existing client relationships with care and confidence
Deliver holistic financial plans through RightCapital and provide fiduciary-based financial advice
Oversee investment and planning strategy across client households
Coordinate tax planning (Holistiplan) and collaborate with outside professionals
Lead and document client review meetings, focusing on progress, values, and opportunities
Be able to answer complicated questions and advise on a wide range of topics such as: stock options, RSUs, deferred compensation, solo 401(k)s, SEP IRA, SIMPLE IRA, defined benefit plans, basic risk analysis (life, disability, LTC), buy-sell agreements, estate planning, RMD and QCD advisement, tax scenario planning, DAF management, trust distribution assistance and monitoring, and the ability to coordinate with outside tax and legal advisors
Maintain an average of 12% annual revenue growth, primarily through nurturing existing relationships and developing ideal clients
Create and execute a personalized marketing plan centered on your niche and natural networks
Participate in industry groups, conferences, and community activities to build visibility and credibility
Write or contribute articles, insights, and educational content to help clients and peers alike
Coach and mentor Associate Advisors, modeling best practices for planning, communication, and client service
Collaborate with the Personal Wealth Director to refine training approaches and improve internal processes
Help shape our next generation of advisors by leading with humility, curiosity, and accountability
Qualification
Required
CFP® or ChFC® designation with experience leading client relationships
College Degree in a related field
Proficiency with comprehensive financial planning platforms
Existing book of business is not an expectation
At least 5 years as a lead advisor in High-Net-Worth client relationships and providing comprehensive planning
Preferred
Proven mentoring or leadership experience with junior advisors
Comfortable in a flexible, evolving structure with a self-starter mindset
Company
CapSouth Wealth Management
CapSouth Wealth Management is a fee based independent, Registered Independent Advisory (RIA) firm with offices in Alabama, Georgia and North Carolina.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase