Managing Director - Wealth Management in Atlanta, GA



$250K - $500K


Banking, Loans & Insurance, Corporate Finance


11 - 15 years

Job Description


Cherry Bekaert has been proudly providing Accounting and Advisory services to our clients for over 70 years. In addition, the firm offers Wealth Management expertise to clients through thoughtful, attentive investment advisory services provided by a team of experienced and objective professionals. Services include 1031 Exchanges, Family Office, Retirement Plan Consulting, and other Cash Balance and Fiduciary Plans.

At Cherry Bekaert Wealth Management, our mission is to help clients clearly define their goals and to design a long-range plan that maximizes the probability of achieving those goals.

Preferably based in Washington, DC, Atlanta, or Miami, the successful candidate will oversee the smooth operation, growth, and profitability of this Practice with over $800 million in assets under management. Additionally this position will manage a team of Financial Advisors, Client Service Managers, as well

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Valid through: 2020-1-17

About Cherry, Bekaert & Holland LLP

Cherry Bekaert LLP (formerly Cherry, Bekaert & Holland L.L.P.) is the second largest certified public accounting firm headquartered in the Southeast United States. With offices located in Florida, Virginia, Georgia, North Carolina, and South Carolina, Cherry Bekaert ranks in the top 30 US accounting firms. Employing nearly 950 professionals, Cherry Bekaert reported revenues of $145 million in 2015. Cherry Bekaert LLP is a member of Baker Tilly International, a network of 149 independent firms in 125 countries worldwide. Cherry Bekaert began in 1947 as a small practice in Wilmington, North Carolina, led by Harry Cherry. Charles Bekaert and William Holland joined the Firm in 1952 and 1953 respectively. The Firm moved into the Richmond, Virginia, area in 1988, eventually relocating the corporate headquarters to Richmond from Charlotte in 1991.
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