We are an executive search firm who has been hired to identify a Wealth Manager, Fiduciary Advisor in Atlanta!
Fiduciary Advisor Ideal Candidate:
BA/BS degree in Finance
6+years experience within financial planning, estate planning, or combination of each in wealth management
Experience with High Net Worth Clients ($2 million)
Knowledge and experience of working within federal regulations & Fiduciary Law
Solid understanding of leverage, asset strategies, leverage, taxation & wealth transfer
Fiduciary Advisor Responsibilities:
Works directly with and acquires high net worth clients from $1M - $5M and introduces plans above $5M.
Serves as the expert in Fiduciary
Advises clients and partners within Wealth Management planning as well as grows Wealth management relationships by using acquisition skills, investment skills, wealth planning skills, and fiduciary knowledge
?.and much more!
If you meet all the qualifications for the Wealth Manager, Fiduciary Advisor, submit your resume! If qualified we will provide you with more information!