Senior Wealth Management Advisor - Atlanta Georgia , Full Time (MK)

Central Business Solutions, Inc

• $250K — $450K *
Atlanta, GA 30349In-Person
Finance & Insurance
8 - 10 years of experience
1 week ago
Job Overview by Ladders

Qualifications

  • 10-30 years of sales experience in financial services as a Senior Wealth Management Advisor or VP, Financial Advisor.
  • Proven experience with affluent clients in a retail investment sales context.
  • Strong track record of successful financial investment sales, explicitly retail focused.
  • Active engagement in the community is expected from candidates.
  • A four-year college degree is required; an MBA is preferred.
  • Candidates should be local to the metro Atlanta, GA area.

Responsibilities

  • Cultivate relationships with affluent clients to enhance client investment portfolios.
  • Develop and implement effective sales strategies tailored to individual client needs.
  • Provide expert advice on financial investment opportunities and market trends.
  • Collaborate with support staff to ensure exceptional client service.
  • Maintain compliance with industry regulations and ethical standards.

Benefits

  • Excellent support infrastructure provided to advisors.
  • Substantial potential for financial growth based on performance.
  • Flexible work-life balance with no overnight travel requirements.
Full Job Description
Bounty Description
Industry: Financial Services - Investment Banking
Job Category: Sales / Marketing
Candidates should have 10-30 years successful sales experience as Senior Wealth Management Advisor or VP, Financial Advisor at an investment firm or financial or banking institution. Extensive experience dealing with affluent clients required.Must have a successful track record of retail financial investment sales (not wholesale sales). Must be active in community. Abook of business is not a requirement but preferred.

Four-year college degree required, MBA preferred.Candidates should reside in the metro Atlanta GA area.

There is no overnight travel. Excellent support provided. This position has extraordinary financial potential for a talented Wealth Management Advisor with a record of investment sales achievement.

Security Clearance Required: No
Visa Candidate Considered: No
Compensation
Base Salary - USD $250,000 to $450,000

Full-time
Benefits - Full
Relocation Assistance Available - No
Commission Compensation - Yes
Bonus Eligible - No
Overtime Eligible - No
Interview Travel Reimbursed - No
Candidate Details
10+ to 15 years experience
Seniority Level - Mid-Senior
Management Experience Required - No
Minimum Education - Bachelor's Degree
Willingness to Travel - Never
* Ladders Estimates

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