Senior Wealth Advisor

Atlanta, Georgia
Above market net payout, excellent benefits
February 15 2018

Position Description

Dynamic and growing Independent Wealth Management Firm ($1.6B AUM) seeks a Wealth Manager to holistically advise high net worth ($3M+) and ultra-high net worth clientele with an emphasis on comprehensive financial planning.  

• Inherit clients from Lead Wealth Advisors with full books of business to enable them to continually source new clientele.  

• Partner with the CEO as he sources new business and hands off newly created relationships.  

• Develop comprehensive financial plans for clients including cash flow and tax management, retirement, educational and estate planning, risk and insurance reviews.

• Work with clients to ensure action items are thoroughly executed and documented.

• Establish and grow relationships with clients’ other advisors (attorneys, CPAs, etc.).

• Prepare and present client meeting agendas/exhibits for client meetings several times per year.

• Serve as a strong technical, financial and estate planning expert for the firm.

• Serve as a mentor to other financial planners.

• Contribute to ad hoc special projects for clients and across the firm.

• Market-competitive compensation and benefits with a track towards equity ownership


• 10+  years of industry experience with a demonstrated track record of both technical planning and relationship management in serving  $3 million+ clientele  

• Bachelor’s degree and CFP® designation required; CPA, MBA highly preferred

• Strong background in discussing investments and markets with clients

• Extensive experience with financial planning software; eMoney and Naviplan preferred

• Attention to detail, poised and organized with a keen sense of urgency

• Exceptional communication and presentation skills

• Strong Excel skills and experience with Microsoft Office products

• Clean U4 required

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