National independent RIA seeks a Senior Wealth Advisor to join its Atlanta office. The advisor will lead relationships with high net worth clients and deliver personalized, planning-based advice.
Highlights
- Serve as the Lead Wealth Advisor to high net worth families, executives, entrepreneurs, and business owners.
- Deliver comprehensive, planning-based advice across financial planning, investment management, tax planning, estate planning, retirement, cash flow, and other complex wealth needs.
- Work within a dedicated wealth team model with access to investment, tax, estate planning, and other specialized resources.
- Multiple avenues to build and develop a meaningful long-term client base while remaining focused on advising and deepening client relationships
- $175,000+ first year cash compensation with a track towards meaningful revenue shares and equity participation
Requirements
- CFP and 5+ years of wealth management experience as a Wealth Manager
Senior Wealth Manager in atlanta at Unknown Company
This position is listed as full time and onsite.