Wealth Management Advisor

Next Level Recruiting, LLC; Atlanta (GA); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

11 Paid Holidays

Flexible Work Schedule

Highly subsidized Health, Dental, and

Vision Plans

401k Retirement Account with company

Free Mental Health services

Life Insurance

Long & Short-Term Disability Insurance

Flexible Spending Accounts and Health

Savings Accounts

Employee Financial Education

Employee Educational Expense Reimburse

Job summary

Next Level Recruiting, LLC in Atlanta connects high-net-worth clients with top wealth management professionals. The firm serves UHNW individuals, families, and family offices, fostering an inclusive environment that promotes learning and career progression.

The role oversees servicing a portfolio of clients, driving new business through referrals and COIs, and supporting partner advisors by coordinating with portfolio management, operations and financial planning.

Qualifications

• Undergraduate degree required, preferably in business or related field.
• Minimum 5-10 years of relationship management/sales experience in financial services.
• Strong knowledge of financial concepts and client service delivery.
• Excellent written and verbal communication skills.

Responsibilities

• Serve a designated client base with high level relationship management.
• Generate business through referrals, COIs, and marketing initiatives.
• Collaborate with portfolio management, operations, and financial planning teams.
• Maintain and expand the client network within the assigned territory.
• Document client interactions and workflows in the CRM system.
• Support advisor development and firm growth initiatives.
• Adhere to regulatory requirements and firm policies.

Skills

Relationship management

Sales experience

Business development

Excellent communication

CRM software

Microsoft Office

Education

Undergraduate degree

Tools

CRM software

Microsoft Office

Job description

Our Client is a Rapidly Growing Wealth Management Advisory firm with over $45 Billion in AUM, serving HNW/UHNW Individuals, Families, and Famiy Offices. Our Client fosters an inclusive environment that offers opportunities for our Advisors to learn, grow and enhance their skills to take on new challenges to progress in their professional careers.

The role provides comprehensive services to existing clients and reinforces management functions of the Senior VP and Regional Director by establishing and maintaining lead flow generated through referral networks, internal marketing campaigns and COI's. This position provides leadership and development support to advisor teams.

Duties and Responsibilities

• Responsible for servicing a designated number of clients
• Responsible for generating business through referral networks, marketing initiatives, COI's and Client referrals
• Maintain and expand assigned territory in referral network
• Assess, monitor, and report key indicators of business continuity and new business to Senior VP and/or Regional Director
• Work with internal team members including portfolio management, operations and financial planning to further the client relationship
• Follow-up with clients, document client interactions and client related workflows in contact management system
• Participate in firm initiatives developing services, building firm relationships, supporting business development and client retention activities
• Engage resources to stay current with information regarding regulatory requirements, financial services, and other functions pertinent to duties
• Assist Senior VP and Regional Director with the professional development of wealth advisors
• Adhere to all company policies and procedures and perform business functions with focus on consistency, quality, and compliance
• Perform additional functions, duties and specific tasks of a similar nature and scope as necessary in order to achieve the firm's business development and client retention objectives

Qualifications

• Undergraduate degree required, preferably in business related major
• Minimum 5-10 years of relationship management/sales experience within financial services
• Extensive knowledge of financial, investment, and risk management concepts
• Excellent written and verbal communication skills
• Demonstrated interpersonal skills with the ability to work well within a collaborative environment
• Reliable, organized and goal-oriented
• Demonstrated leadership capabilities
• Ability to work independently, self-directed, and exercise discretion without immediate supervision at all times
• Ability to multi-task under pressure, prioritize workflow and assignments in a deadline oriented environment
• Demonstrated knowledge of CRM software and Microsoft Office including Word, Excel, PowerPoint, Outlook

What We Offer

We offer a highly competitive suite of holistic benefits designed to help our team members balance their personal and professional life commitments. These include options designed to encourage employee's health, happiness, and financial well-being.

• 11 Paid Holidays
• Flexible Work Schedule
• Highly subsidized Health, Dental, and Vision Plans
• 401k Retirement Account with company match contributions
• Free Mental Health services, Life Insurance, Long & Short-Term Disability Insurance
• Flexible Spending Accounts and Health Savings Accounts
• Employee Financial Education
• Employee Educational Expense Reimbursement