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 more than $10B 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

This is a senior, experienced advisory role within our firm where expectations will be high. As an Apella Senior Wealth Advisor, you’ll serve as the senior financial 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’ll receive Day 1 ownership and accountability of complex client situations (multi-entity, estate, tax, business transitions, etc.) while being granted the opportunities that come with being a senior leader within one of the fastest growing financial advisory firms in the country.

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’ll work:

• This role will be located on our Knoxville, TN-based team and be expected to be available for in-person meetings with clients and Apella personnel.

What you'll be responsible for:

• Lead our most complex 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
• Serve as a mentor to junior advisors and assist with firm-wide talent development initiatives

• 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:

• At least 7-10 years of financial planning industry experience
• Candidates must have a four-year degree and a CFP® certification
• Prior experience independently managing client relationships and a $100M+ 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

What we offer:

• A base salary range of $225K - $275K and ability to participate in our Grid compensation rewards program
• Partner track for select Senior Wealth Advisors based on personal merit and firm contributions

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 contribution

• 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
• Maternity/paternity 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 growing regional team and firm

About Apella Wealth

Gallagher's HR & Organizational effectiveness team provides expert guidance and hands-on support in HR, Recruiting, and Payroll to help organizations stay focused on achieving their strategic business goals.

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