ABOUT APELLA
Apella Wealth is an employee-owned, wealth advisory firm (RIA) headquartered in West Hartford, CT with offices across the nation serving thousands of investors, families, businesses and institutions.
Founded in 2014, we are growing rapidly with approximately $12B in assets under management. We are scaling both organically and through strategic acquisitions as we enter new regional markets and develop world-class, client-relevant capabilities.
Most importantly, we are growing by identifying the right partners that embrace our culture, share in our values, and are dedicated to putting client service first in all they do.
We compete for talent.
We owe it to our clients and our co-workers to find the right people for them and us. At Apella, we do meaningful financial planning with people we genuinely enjoy working with.
THE ROLE
As an Apella
Wealth Advisor
, you will serve as the primary advisor to clients as an independent relationship manager.
You will be charged with leading client relationships and delivering holistic financial advisement across retirement planning, investments, tax planning, estate management, and insurance.
This is a rare opportunity to step into a well-supported, high-trust financial planning role within a national, fee-only
RIA. You will receive Day 1 ownership and accountability for your client book of business while receiving development training and networking opportunities to build your professional career as an Apella Advisor.
Our advisors are empowered to focus on planning and relationships, not sales quotas or administrative overload. As such, we seek individuals aligned with our culture and who look forward to working closely with a collaborative support team led by seasoned CFP® practitioners and leaders in the profession.
Where you will work:
This role is based in our
Atlanta, GA
office. We believe our best work happens through in-person collaboration, partnership, mentorship and relationship building with flexibility for remote work as needed at the discretion of team leadership.
What you will be responsible for:
Lead client relationships with empathy, transparency, and fiduciary care
Create a high-trust relationship and unparalleled white glove experience for every client
Leverage Apella advisor support teams to achieve client objectives across Investment Management, Estate
Planning, Tax Planning, Risk Management and General Planning
Independently lead client calls both in-person and virtual as required
Build new client relationships through networking, firm marketing, and referral management
Work with your dedicated operations team to ensure client retention and satisfaction
Collaborate with firm leadership and SMEs (i.e. CPAs, estate lawyers, etc.) to evolve client offerings
What qualifications we're looking for:
Candidates must have a Bachler’s degree and a CFP® certification
5+ years of financial planning industry experience
Prior experience independently managing client relationships and a book of business
Expertise in estate, tax, retirement, insurance, investment, and CF/capital needs planning analysis
Excellent written and oral communication skills; strong listening skills; professional demeanor
Strong organizational, prioritization and project management skills
Ability to multi-task and manage time effectively in a fast-paced environment
Ability to work independently and as part of a team
Proficiency in Microsoft Office (Word, Excel, PowerPoint, and Outlook); ERP and CRM software
Eager to learn and able to adapt quickly to multiple technology platforms and rapid change
A comprehensive benefits package including:
Day 1 Medical, Dental, and Vison health insurance coverage for you and your specific needs
Health Savings Account (HSA) and Flexible Spending Account (FSA) options w/company contributions
401(k) retirement plan with company match to help you achieve your financial goals
Unlimited paid time off (PTO) policy to ensure you have time to rest and recharge when needed
Employer-paid life insurance, AD&D, short-term disability, and long-term disability coverage options
16-week fully paid Parental Leave programs and adoption assistance support to help you start a family
Continuing education and certification fee reimbursement for professional development
Discount perks on travel, childcare, fitness, electronics, meal delivery, pet insurance, and more
Most importantly: The chance to help shape the future of a rapidly growing wealth management firm