Wealth Advisor – Ultra High Net Worth Clients

Leeds Professional Resources; Atlanta (GA); On-site; USD 90,000 - 150,000; Full time

Job summary

Leeds Professional Resources is seeking a seasoned client investment advisor for our flagship Atlanta office to serve ultra-high net worth clients. You will collaborate with senior advisors to tailor investment strategies and enhance portfolio performance.

Responsibilities include direct client contact, portfolio analysis, basic compliance review, and coordinating meetings in person while overseeing tax-related issues and related tasks.

Qualifications

• Bachelor's degree (masters preferred) from a top university.
• Internship or 5-8 years of relevant experience.

Responsibilities

• Maintain direct contact with clients related to investments.
• Analyze client portfolios to align with investment needs/goals.
• Review client accounts for basic compliance.
• Meet with clients in person.
• Oversee tax related issues.
• Related tasks.

Skills

Client relationship management

Investment analysis

Education

Bachelor's degree

Master's degree preferred

Job description

Exciting opportunity to join a top multi-family office at one of their flagship offices in Atlanta. This role will work directly with ultra-high net worth clients and there will be excellent opportunities for career growth and development:

Responsibilities:

• Maintain direct contact with clients related to investments
• Analyze client portfolios to align with investment needs/goals
• Review client accounts for basic compliance
• Meet with clients in person
• Oversee tax related issues
• Related tasks

Requirements:

• Bachelors degree (masters preferred) from a top university
• Internship or 5-8 years of relevant experience