Financial Consultants Group
Financial Planner - Partnership Track (Alpharetta)
Financial Consultants Group, Alpharetta, Georgia, United States, 30239
Financial Planner / Wealth Manager
Partnership Track Alpharetta / Milton / Cumming, GA
Are you an experienced financial advisor looking to elevate your career with a firm thats growing, thriving, and focused on long-term client relationships? Financial Consultants Group (FCG), a fee-only fiduciary RIA celebrating 30 years of service, is expanding our team in meaningful ways. With continued strong organic growth, a potential acquisition of another advisors book, and our new office in the Alpharetta/Milton area, were seeking a dedicated and growth-oriented Financial Planner / Wealth Manager to join us.
What Were Looking For: 8+ years of financial advisory experience, preferably in a fiduciary planning environment A portable book of business is ideal (not required), with interest in continuing to build a client base Strong financial planning skills and the ability to guide retirees, pre-retirees, and high-net-worth families Desire to be part of a collaborative, relationship-focused culture A natural communicator who values long-term client partnerships, integrity, and personalized service CFP preferred (or active pursuit)
Why Join FCG: At FCG, youre not just joining a firmyoure joining a well-established, client-centric team with a strong reputation and a clear vision for the next decade.
We offer: A defined path toward partnership for the right advisor Immediate access to a steady stream of new clients, thanks to our marketing, referrals, and brand recognition Opportunity to work within a modern, high-end office environment in Alpharetta/Milton/Cumming designed for collaboration and client experience A team that includes seasoned planners, paraplanners, operations staff, and marketing supportallowing you to focus on delivering exceptional guidance Integrated tech stack including Redtail CRM, RightCapital, Morningstar, Axos/Schwab, and more A stable, respected firm with 30 years of success serving Georgia families Competitive compensation, benefits, and long-term growth economics
Your Role: Serve as a lead advisor or co-advisor for incoming and existing client relationships Provide comprehensive planningfrom retirement and tax strategies to estate, investment, and life planning guidance Assist with the transition and onboarding of any acquired book of business Build meaningful, lasting relationships centered around trust and thoughtful advice Contribute to firm initiatives in marketing, client experience, and strategic growth Uphold the highest standards of fiduciary care
Who Will Thrive Here: This role is perfect for an advisor who wants: The freedom and character of a boutique RIAwith the stability and structure of an established firm A real succession and partnership pathway The ability to scale their practice without the burden of going it alone A positive, warm, and community-based culture with deep roots in Alpharetta/Milton/Cumming
How to Apply: If youre an experienced advisor looking to join a growing, respected firmand you value integrity, client loyalty, and a team-first mindsetwed love to talk with you. Please submit your resume and a short introduction outlining your experience and career goals.
David@ForYourFuture.net www.ForYourFuture.net Sandee Fricks: (770)627-2121
Partnership Track Alpharetta / Milton / Cumming, GA
Are you an experienced financial advisor looking to elevate your career with a firm thats growing, thriving, and focused on long-term client relationships? Financial Consultants Group (FCG), a fee-only fiduciary RIA celebrating 30 years of service, is expanding our team in meaningful ways. With continued strong organic growth, a potential acquisition of another advisors book, and our new office in the Alpharetta/Milton area, were seeking a dedicated and growth-oriented Financial Planner / Wealth Manager to join us.
What Were Looking For: 8+ years of financial advisory experience, preferably in a fiduciary planning environment A portable book of business is ideal (not required), with interest in continuing to build a client base Strong financial planning skills and the ability to guide retirees, pre-retirees, and high-net-worth families Desire to be part of a collaborative, relationship-focused culture A natural communicator who values long-term client partnerships, integrity, and personalized service CFP preferred (or active pursuit)
Why Join FCG: At FCG, youre not just joining a firmyoure joining a well-established, client-centric team with a strong reputation and a clear vision for the next decade.
We offer: A defined path toward partnership for the right advisor Immediate access to a steady stream of new clients, thanks to our marketing, referrals, and brand recognition Opportunity to work within a modern, high-end office environment in Alpharetta/Milton/Cumming designed for collaboration and client experience A team that includes seasoned planners, paraplanners, operations staff, and marketing supportallowing you to focus on delivering exceptional guidance Integrated tech stack including Redtail CRM, RightCapital, Morningstar, Axos/Schwab, and more A stable, respected firm with 30 years of success serving Georgia families Competitive compensation, benefits, and long-term growth economics
Your Role: Serve as a lead advisor or co-advisor for incoming and existing client relationships Provide comprehensive planningfrom retirement and tax strategies to estate, investment, and life planning guidance Assist with the transition and onboarding of any acquired book of business Build meaningful, lasting relationships centered around trust and thoughtful advice Contribute to firm initiatives in marketing, client experience, and strategic growth Uphold the highest standards of fiduciary care
Who Will Thrive Here: This role is perfect for an advisor who wants: The freedom and character of a boutique RIAwith the stability and structure of an established firm A real succession and partnership pathway The ability to scale their practice without the burden of going it alone A positive, warm, and community-based culture with deep roots in Alpharetta/Milton/Cumming
How to Apply: If youre an experienced advisor looking to join a growing, respected firmand you value integrity, client loyalty, and a team-first mindsetwed love to talk with you. Please submit your resume and a short introduction outlining your experience and career goals.
David@ForYourFuture.net www.ForYourFuture.net Sandee Fricks: (770)627-2121