Personal Wealth Advisor - Columbus, GA Office

BIP Wealth; Atlanta (GA); On-site; USD 80,000 - 120,000; Full time

Job summary

BIP Wealth seeks a Personal Wealth Advisor in Columbus, GA, to provide exceptional service to High-Net-Worth families. The role involves comprehensive financial planning, investment management, and building strong client relationships within a dynamic and transparent wealth management firm.

Qualifications

• Demonstrated excellence as a wealth advisor and financial planner.
• Experience with High-Net-Worth clients is essential.
• Tax experience is highly desired.

Responsibilities

• Provide comprehensive financial advisory and wealth management services.
• Evaluate client financial situations and recommend solutions.
• Lead client meetings and prepare financial projections.

Skills

Investment management skills

Project management skills

Analytical skills

Verbal communication skills

Written communication skills

Education

Bachelor’s degree

CFP designation

Series 65 certification

Tools

Financial planning software

E-signature platforms

Fidelity and Schwab interfaces

Job description

Personal Wealth Advisor - Columbus, GA Office

Personal Wealth Advisor - Columbus, GA Office

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Direct message the job poster from BIP Wealth

Many firms say they can manage your wealth. Few can create it. At BIP, we endeavor to do both.

While other firms focus on selling, we’re relentlessly focused on the science of investing. We are a Wealth Creation Engine – propelled by a unique blend of science-based investment methodologies, a focus on technology innovation, and a deep commitment to openness and transparency. The BIP Wealth Creation Engine seeks to deliver smarter, more insightful strategies for the complex needs of our clients, and a more engaging, dynamic and rewarding client experience overall.

POSITION SUMMARY

We are looking for a Personal Wealth Advisor to join our team in Columbus, GA. Reporting to our Chief Executive Officer, Bill Harris, the BIP Wealth Personal Wealth Advisor is a key member of a growing team in one of the Southeast’s leading wealth management firms. The Personal Wealth Advisor (PWA) ensures delivery of an exceptional client experience to High-Net-Worth families through timely and value-added responses to client inquiries; by providing clients with comprehensive financial advice, financial planning, and wealth management services; and by expertly curating both public and private market opportunities. The successful candidate will have demonstrated excellence in previous roles as a wealth advisor and financial planner, and will embody the highest standards of integrity, enthusiasm, and organization.

RESPONSIBILITIES

·Provide clients with comprehensive financial advisory and wealth management services

·Evaluate clients’ financial situation and identify investment objectives through a comprehensive and customized financial planning process

·Recommend appropriate solutions and monitor portfolios for changes and adjustments in client needs and objectives

·Provide sophisticated wealth management services to address client needs by assessing clients’ assets, liabilities, cash flow, insurance coverage, tax status and financial objectives and values to establish financial goals and investment strategies

·Curate both public and private market opportunities in line with client objectives and tolerance for risk

·Lead various projects, including leading client meetings, completing portfolio reviews and preparing financial projections

·Develop and execute a plan, with performance metrics, to cultivate and secure High Net Worth clients and serve as their Personal Wealth Advisor

·A working knowledge of portfolio allocation methods and investment management is expected

COMPETENCIES

·Experience in the development of personal financial plans

·Solid investment management skills, including construction and implementation of investment portfolios for High-Net-Worth investors

·Excellent project management skills; organized and detail oriented

·Ability to respond expeditiously to client needs while managing competing priorities

·Act as a problem solver using strong analytical skills as well as excellent verbal and written communication skills

·Able to work well in a team environment with the willingness to share information, find solutions and develop new skills and knowledge

·Advanced Microsoft Office and Adobe skills including Outlook, Word, and Excel

·Bachelor’s degree, the CFP designation, Series 65 certification, and experience in the financial services industry is required; tax experience is highly desired

• Experience with e-signature platforms, financial planning software, and Fidelity, Schwab, and/or Inspira advisor interfaces is highly desirable

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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