Senior Wealth Advisor: $45M Book, Leadership & Equity Path

Modern Wealth Management

Atlanta (GA)

On-site

USD 120,000 - 180,000

Full time

14 days+

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Benefits offered by this job

100% company paid employee only premiums for Health, Dental & Vision Coverage

4% Company 401k match, 100% vested

Generous continuing education support

Job summary

Modern Wealth Management in Atlanta, GA, is seeking accomplished wealth management professionals to help expand its national footprint. The role involves overseeing top-tier clients and developing new relationships. A portable book of at least $45M in client assets is highly valued and offers leadership opportunities and potential equity participation.

The ideal candidate will have a bachelor's degree in a relevant field, 10 years of experience, and strong skills in business development and client management.

Qualifications

10 years experience in financial planning, investment management, or a related field.
A portable book of at least $45M in client assets is highly valued.
Generous continuing education support.

Responsibilities

Conduct all Get to Know meetings.
Maximize all new business development opportunities.
Manage top 10% of the team’s client reviews.
Dedicate at least 20% of time in business development.

Skills

Business development

Client relationship management

Financial planning

Investment management

Education

Bachelor's degree in finance, economics, business administration or related field

Tools

Certified Financial Planner (CFP)

Job description

The ideal candidate will have a bachelor's degree in a relevant field, 10 years of experience, and strong skills in business development and client management.

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