Wealth Advisor

Daniel Advisors is based in Atlanta, GA, primarily serving corporate executives as their Personal CFO. We are launching a new branded company to serve clients that don’t fit the executive profile. As part of this launch, we are seeking to bring on an associate advisor to be the primary financial planner serving this group of clients. We plan to transition a few of our current non executive clients to “seed” the new company.

We are looking for an advisor that has at least three years experience directly serving clients as the lead relationship manager. Our CIO will manage investments for all firm clients, so this advisor will not necessarily need a strong investment background. Any tax experience is a significant plus and there will be a partnership opportunity for the right candidate.

Please send a cover letter and CV to admin@danieladvisors.com. Thank you.