Atlanta, GA
12/5/2022

The Wealth Advisor provides investment, planning and fiduciary services to individuals, families, corporations, and non-profit organizations.


The Advisor will work with a team to develop and maintain strong client relationships, providing investment and wealth management solutions. The Advisor should be skilled in building their business with fee-based, discretionary managed portfolios.


Responsibilities

  • Utilize personal network to build relationships, personal brand, and build a pipeline of qualified leads
  • Work with management and/or team to progress leads through pipeline with the goal to onboard them as new clients
  • Analyze financial information obtained from clients to determine goals-based strategies for meeting clients’ financial objectives
  • Implement investment recommendations appropriate for clients
  • Implement financial planning recommendations with client portfolios
  • Monitor financial market trends to ensure plans are effective and identify any necessary changes

Requirements

  • 10+ years’ of experience working with HNW & UHNW clients
  • Established community presence in HNW network and pipeline
  • Highly motivated self-starter with a strong work ethic, who is energized by the process of identifying prospective clients and closing new business
  • Strong desire for business development; has HNW contacts and networking capability
  • Managerial acumen and team building experience
  • Bachelor's degree in Finance or similar
  • Series 7 & Series 66 (or 63/65) licensed
  • CFP Preferred