Senior Wealth Advisor for UHNW Clients

Cooper Lighting Solutions; Atlanta (GA); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Medical insurance

401k plan

Paid vacation and sick days

Job summary

Cooper Lighting Solutions is looking for a Wealth Advisor in Atlanta, GA who excels in building relationships with high net worth clients. You'll manage complex credit needs and provide a full suite of financial solutions. This role demands extensive experience in client management and strong sales acumen.

Key qualifications include a Bachelor's degree, FINRA licenses, and over 8 years in wealth management. Truist offers a competitive benefits package, including medical and 401k plans, alongside a supportive work environment.

Qualifications

• 8+ years of experience in Wealth Management with high net worth clients.
• Advanced knowledge of credit, deposit, and investment products.
• Must maintain FINRA licenses and comply with SAFE Mortgage Licensing Act.

Responsibilities

• Acquire and manage relationships with high net worth clients.
• Meet revenue growth and client retention goals.
• Provide comprehensive wealth management advice.

Skills

Sales and client management

Wealth management

Advanced credit knowledge

Interpersonal skills

Microsoft Office proficiency

Education

Bachelor's Degree

Tools

Financial advisory software

Job description

Cooper Lighting Solutions is looking for a Wealth Advisor in Atlanta, GA who excels in building relationships with high net worth clients. You'll manage complex credit needs and provide a full suite of financial solutions. This role demands extensive experience in client management and strong sales acumen.

Key qualifications include a Bachelor's degree, FINRA licenses, and over 8 years in wealth management. Truist offers a competitive benefits package, including medical and 401k plans, alongside a supportive work environment.