Wealth Advisor

Arkos Global Advisors 

Milton, GA 

About Arkos 

Arkos is a fee-only fiduciary RIA, founded in 2017 as a Morgan Stanley break-away. We steward around $1.5B in client assets across two offices — our Houston headquarters and our Atlanta office in Milton, GA. We work primarily with generous business owners and high-impact families: often Generation 1 entrepreneurs who built, sold, and now need a long-horizon plan for what comes next. 

The role 

We're hiring a Wealth Advisor in our Milton to work alongside the Managing Director of the Atlanta office. Year one, you sit in the MD’s office and absorb how he runs client relationships — every call, every meeting, every plan. Over 6–18 months, you gradually take over a portion of his book (roughly a third of his clients to start), with MD staying in the relationship and available to you. 

You are a Wealth Advisor day one — to the team, to clients, and on your LinkedIn. The runway is real and the title reflects it. 

What you'll do 

• Sit alongside MD for the first year. Listen, take notes, ask the questions a client would ask, and learn the texture of how we deliver advice here. 

• Start running smaller client relationships solo around month 6–18. MD stays in the picture; clients still know him. 

• Build and deliver financial plans. Lead client review meetings on Zoom and in person. 

• Integrate with the Atlanta team of five — MD, our office manager, an additional advisor, and two others. We work close. Lunch is a team sport. 

• Participate in firm rhythms: the Wednesday team call (devotional plus business), and two-week stretches in Houston during your ramp to get a feel for the whole firm. 

The path — and the flexibility in it 

After ramp (roughly 18–36 months), promotion to Senior Wealth Advisor opens. From there, the seat has a real fork in it — and we don't force the choice: 

The service-leaning path. Some of our best people are pure client advisors. You take on more of the existing book, deepen the relationships, and become the person clients reach for first. There's no expectation that you'll bring in new business yourself — your job is the work, and the work is plenty.

The hybrid path. Some advisors discover an instinct for new business and build that muscle alongside the client work. The economics tilt higher here, but the route isn't required to belong on this team. 

Both paths are real. We've seen both succeed. We'll work with the shape you bring. 

Who we're looking for 

• A self-starter. MD is a coach, not a manager. The right hire takes the download, goes, and comes back with progress and questions — not with "what should I do next?" 

• Confidence to make a recommendation. The wealth advisor seat lives on saying the hard thing well — "You may not want to hear this, but this is the right move." If you'd rather present options and let the client choose, this isn't the seat. 

• Intelligence that holds its own with Generation 1 business owners and high-net-worth families. Someone who can respectfully challenge a person used to not being challenged. 

• Around 3–7 years of relevant experience. 

• Coachable on process. Adopt the playbook first; propose changes once you've earned the right. 

• Atlanta-area. The office is in Milton, GA. Most of year one is in person. 

Nice-to-haves 

• CFP credential (or in progress). 

• CPA or another professional credential. 

• Prior financial advisor or related Client Facing experience (3–5 years). 

• Hybrid client-advice and business-development instinct. 

Compensation 

Competitive base with year-one performance upside. Post-ramp, comp shifts to a trail-based model on the assets you steward — base steps up, the trail begins, bonus on top. Advisors who choose the hybrid (client-advice plus business-development) path earn meaningfully more by design; we'll walk through the math on a screening call. 

Standard benefits package and 401(k) match. A portable-book bonus is available if you're coming from a wirehouse and bringing assets with you. 

Location and rhythm 

• Heavy in-office during year one — sitting with MD is the point.

• Two-week stretches in Houston during ramp for firm acclimation.