Careers at Marietta Wealth

Working at Marietta Wealth

Marietta Wealth in Marietta, Georgia is a growing, independent, fee-only wealth management firm committed to delivering truly personal financial advice rooted in transparency and the client's best interest.

Our founding philosophy centers on balance: helping clients achieve peace of mind, save strategically for major goals, and still live life to the fullest. This same approach defines our culture and how we support our team.

We believe that a well-supported team provides the best client experience. When you join Marietta Wealth, you become part of a dedicated advisory structure where collaboration is key, and every team member is valued.

Why Join Marietta Wealth?

We invest in our team members with a comprehensive benefits package designed to support your life, health, and future:

Wellness Package: Full medical, dental, and vision benefits for all full-time employees.

Future Focus: Competitive 401(k) retirement plan with company matching.
Generous Time Off: Enjoy a flexible vacation policy plus 12 paid holidays annually.
Team Structure: Work within a collaborative environment ensuring you always have expert support.

If you are passionate about delivering exceptional financial service, we welcome you to explore opportunities with our growing team. Local candidates are always welcome to connect for an in-person meeting.

Open Job Opportunities

Financial Advisor

The financial advisor position may address subjects such as retirement savings and spending, insurance, tax mitigation, and estate planning.

Responsibilities

Provide client level support to the Advisors involved in all aspects of financial planning.
Analyze clients and prospective clients’ current financial condition and make appropriate recommendations.
Develop financial plans and strategies to help achieve clients’ financial goals.
Work in conjunction with Advisors to ensure that paperwork is prepared for the client in an accurate and timely manner.
Communicate and meet with clients to answer questions and finalize financial planning strategies.

Qualifications

Minimum of a bachelor's degree (B.A.) from four-year College or University. Financial Planning, Accounting or Finance major preferred.
CERTIFIED FINANCIAL PLANNER™ Professional preferred. May consider candidates that are working toward certification or have other relevant certifications.
At least 3 years providing financial planning solutions directly to clients or in a support Financial Advisor role.
Experience with various CRM, Financial Planning and Portfolio Management Systems desired.
Advanced proficiency and experience with Microsoft Word, Excel and PowerPoint.

Apply Today

If you're ready to join our mission, send us your resume and a cover letter. Please detail why you are passionate about delivering truly personal advice and why you want to be part of the Marietta Wealth team.

Apply Here