Elite Wealth Advisor - Flexible Growth & Client Leadership

Next Level Recruiting, LLC; Atlanta (GA); On-site; USD 120,000 - 160,000; Full time

Benefits offered by this job

11 Paid Holidays

Flexible Schedule

Health, Dental & Vision Plans

401k with company match

Mental Health Services

Life Insurance

Disability Insurance

FSA & HSA

Educational Expense Reimbursement

Job summary

Next Level Recruiting, LLC represents a rapidly growing wealth management advisory client in Atlanta. This role focuses on servicing a defined client base, expanding through referrals and COIs, and supporting senior leadership in advisor development within a high-net-worth environment.

The position requires an undergraduate business-focused degree and 5–10 years of relationship management/sales experience inside financial services, with strong communication, collaboration, and CRM proficiency.

Qualifications

• Undergraduate degree required, preferably in business-related major.
• Minimum 5-10 years of relationship management/sales experience within financial services.
• Extensive knowledge of financial, investment, and risk management concepts.
• Excellent written and verbal communication skills.
• Demonstrated interpersonal skills with the ability to work well within a collaborative environment.
• Ability to work independently, self-directed, and exercise discretion without immediate supervision at all times.

Responsibilities

• Responsible for servicing a designated number of clients.
• Responsible for generating business through referral networks, marketing initiatives, COI's and Client referrals.
• Maintain and expand assigned territory in referral network.
• Assess, monitor, and report key indicators of business continuity and new business to Senior VP and/or Regional Director.
• Work with internal team members including portfolio management, operations and financial planning to further the client relationship.
• Follow-up with clients, document client interactions and client related workflows in contact management system.
• Participate in firm initiatives developing services, building firm relationships, supporting business development and client retention activities.

Skills

Relationship management

Sales experience

Communication skills

Interpersonal skills

Leadership capabilities

Education

Bachelor's degree

Tools

CRM software

Microsoft Office

Job description

Next Level Recruiting, LLC represents a rapidly growing wealth management advisory client in Atlanta. This role focuses on servicing a defined client base, expanding through referrals and COIs, and supporting senior leadership in advisor development within a high-net-worth environment.

The position requires an undergraduate business-focused degree and 5–10 years of relationship management/sales experience inside financial services, with strong communication, collaboration, and CRM proficiency.