- Own and grow external referral partnerships within the assigned region, serving as the primary relationship point of contact and regional ambassador (Fidelity, Schwab, etc).
- Build and manage a high-quality pipeline of prospective clients through referral programs, events, and direct partner engagement.
- Communicate the firm's value proposition, planning philosophy, and ideal client profile with clarity and credibility.
- Conduct structured discovery conversations to assess client needs, complexity, and fit, guiding prospects through a thoughtful, confidence-building engagement process.
- Partner closely with advisors to align prospective clients with the appropriate expertise, capacity, and long-term growth objectives.
- Support the development and delivery of client-facing planning, investment, and estate/tax coordination materials as needed.
- Maintain deep knowledge of service offerings, solutions, and competitive positioning to ensure a consistent, high-level client experience.
- Track activity, pipeline progress, and outcomes in CRM systems to support accountability, forecasting, and regional growth strategy.
- Contribute to market expansion initiatives, regional performance goals, and firm-wide growth objectives while upholding a collaborative, high-integrity culture.
- Ensure adherence to all regulatory, compliance, and professional standards.
- Bachelor's degree in Finance, Financial Planning, Business, or a related field.
- 5+ years of experience in wealth management, financial services business development, advisory, or relationship-focused sales roles.
- Series 65 required, or a combination of Series 7 and Series 66.
- Professional designations such as CFP, ChFC, CFA, PFS, or CIC required.
- Strong working knowledge of financial planning, investment management, and client advisory processes.
- Proven ability to build credibility quickly with high-net-worth individuals and professional referral partners.
- Exceptional communication, presentation, and relationship-management skills.
- Highly organized with strong time management skills in a fast-paced, multi-stakeholder environment.
- Analytical, solutions-oriented thinker with sound judgment and follow-through.
- Comfort operating within CRM systems (Salesforce or similar) and activity-based performance metrics.
- Clean regulatory history and ability to maintain required registrations.
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About Cresset, a firm built by clients for clients, is reimagining the way wealth is experienced. Our purpose is to help ensure that both wealth and life are fully optimized—integrated, intentional, and aligned with each client's vision of success. · Job Description · The Directo ...
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Regional Wealth Director - Atlanta - Windward Recruiting
Description
Regional Wealth Director
National Role Covering Single Region | Regional Coverages Available: Southeast, Southwest, Northeast, Midwest
We have an opportunity for a seasoned, relationship-driven wealth professional to join a nationally expanding advisory platform in a senior regional leadership role.
This position is ideal for someone who excels at building trust-based partnerships, guiding high-net-worth prospects through thoughtful discovery, and thrives in fast-paced sales environments. The Regional Wealth Director serves as the point of contact between referral partners, prospective clients, and internal advisory teams to ensure a consistent, elevated experience from the first conversation through successful onboarding.
This is a highly visible role requiring extensive regional travel (approximately 50–75%) and regular in-person engagement with referral partners, advisors, and prospects across an assigned territory.
DUTIES & RESPONSIBILITIES
QUALIFICATIONS
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Director, Wealth Strategist
Cresset- Atlanta
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Director, Wealth Strategist
Only for registered members Peachtree Rd Suite Atlanta, Georgia, United States
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Director, Wealth Strategist
Cresset- Atlanta
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Associate Director, Wealth Strategy
Only for registered members Peachtree Rd Suite Atlanta, Georgia, United States
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Associate Director, Wealth Strategist
Cresset- Atlanta
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Associate Director, Wealth Strategist
Only for registered members Peachtree Rd Suite Atlanta, Georgia, United States
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Associate Director, Wealth Strategist
Only for registered members Atlanta, GA
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Wealth Management Sales Director
Full time Only for registered members Atlanta
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Wealth Strategist
Only for registered members Atlanta
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Senior Audit Manager
Only for registered members Atlanta, GA
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Wealth Advisory Region Support Leader
Only for registered members Atlanta
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Director of AI
Only for registered members Atlanta, GA
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Director of Acquisitions
Full time Only for registered members Atlanta
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Director of AI
Only for registered members Atlanta
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Client Advisor
Only for registered members Atlanta, Georgia
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Managing Director, Tax
Only for registered members Atlanta
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Senior Director, Account Management
Only for registered members Atlanta
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Chapter Director
Only for registered members Atlanta
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Financial Advisor/Financial Representative
Only for registered members Atlanta
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Director of Financial Planning
Only for registered members Atlanta, Georgia, , United States
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Wealth Advisory Region Support Leader
Only for registered members Atlanta, GA