Senior Wealth Advisor for High-Net-Worth Clients

Truist; Atlanta (GA); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401k plan

Paid vacation and sick days

Job summary

A financial services company based in Atlanta is seeking a Wealth Advisor III to develop client relationships and manage a portfolio of high net worth clients. The ideal candidate will have at least 8 years of experience in Wealth Management, strong sales skills, and relevant licenses. This role focuses on client acquisition and delivering personalized financial solutions. We offer competitive benefits and a collaborative work environment.

Qualifications

• 8+ years in Wealth Management with complex client portfolios.
• Demonstrated proficiency in client management and sales.
• Maintain necessary financial licenses, including Series 7 and 66.

Responsibilities

• Acquire new clients and expand services.
• Build and maintain relationships with high net worth clients.
• Serve as the primary advisor for complex banking relationships.

Skills

Sales and client management

Interpersonal skills

Presentation skills

Relationship management

Credit knowledge

Team collaboration

Education

Bachelor's Degree

CFP or equivalent certifications

Tools

Microsoft Office

Job description

A financial services company based in Atlanta is seeking a Wealth Advisor III to develop client relationships and manage a portfolio of high net worth clients. The ideal candidate will have at least 8 years of experience in Wealth Management, strong sales skills, and relevant licenses. This role focuses on client acquisition and delivering personalized financial solutions. We offer competitive benefits and a collaborative work environment.