- Build and maintain client relationships, mine existing client base for referrals.
- Lead meetings with clients and prospects.
- Lead planning and relationship management, including day-to-day client needs and formal reviews.
- Work closely with senior leadership to help grow the firm, executing on the founder's vision.
- Develop referral networks and participate in firm wide business development activities.
- Work with associates to ensure action items are thoroughly executed and documented.
- BA/BS degree required; Master's degree preferred.
- CFP required; minimum 6 years of client-facing experience with an RIA or similar firm.
- Strong financial planning experience required.
- Experience with CRM, financial planning software, and portfolio accounting software.
- Organized and detail oriented while managing and prioritizing multiple tasks simultaneously.
- Able to work under pressure and meet deadlines in a fast-paced, demanding environment.
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Wealth Manager
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Independent Resourcing Consultancy Ltd Atlanta, United StatesAbout the job Wealth Manager - Atlanta, USA · Position: Wealth Manager · Location: Atlanta, USA · Employment Type: Full-Time · About the Role: · My client, a premier financial services firm, is seeking an experienced and highly motivated Wealth Manager to join their dynamic ...
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Wealth Manager
1 week ago
Independent Resourcing Consultancy Ltd Atlanta, United StatesJob Description · Job DescriptionPosition: Wealth Manager · Location: Atlanta, USA · Employment Type: Full-Time · About the Role: · My client, a premier financial services firm, is seeking an experienced and highly motivated Wealth Manager to join their dynamic team in Atlanta, ...
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Wealth Management Advisor
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Equitable Advisors Atlanta, United StatesResponsibilities · Our team of Financial Professionals strive to provide knowledgeable, objective financial guidance and customized strategies to consumer segments that demand the highest quality service. You will have the opportunity to optimize your excellent interpersonal skil ...
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Equitable Advisors LLC Atlanta, United StatesResponsibilities · Our team of Financial Professionals strive to provide knowledgeable, objective financial guidance and customized strategies to consumer segments that demand the highest quality service. You will have the opportunity to optimize your excellent interpersonal ski ...
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Alvarez & Marsal Atlanta, United States· Alvarez & Marsal's Financial Services Industry group partners with financial services firms and private investors to drive results, create value and unlock business opportunities at every stage of their growth strategies. Through deals, disruption, and distress solutions, we j ...
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Wealth Management Sales Director
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Marsh McLennan Companies Atlanta, United States Full timeDescription: · Mercer is seeking a Wealth Management Sales Director to join our team. You will play a crucial role in driving revenue growth, developing sales strategies, and ensuring the delivery of exceptional client service. Your leadership and expertise will be instrumental ...
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Director - Wealth and Asset Management
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Alvarez & Marsal Atlanta, United StatesAlvarez & Marsals Financial Services Industry group partners with financial services firms and private investors to drive results, create value and unlock business opportunities at every stage of their growth strategies. Through deals, disruption, and distress solutions, we join ...
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Senior Wealth Manager
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Judson Group Atlanta, United StatesJudson Group has been retained by a $10B+ AUM RIA with a national presence in the search for a Senior Wealth Manager - CFP. This individual will be taking over existing client referral channels, helping grow the firm, and will have a long-term leadership/opportunity. The ideal ca ...
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Bank of America Atlanta, United StatesRegistered Wealth Management Client Associate page is loaded · Registered Wealth Management Client Associate · Apply · locations · Atlanta · time type · Full time · posted on · Posted 4 Days Ago · job requisition id · Job Description: · Merrill Wealth Management is a le ...
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Client Service Associate, Wealth Management
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Aprio Atlanta, United StatesWork with a nationally ranked CPA and advisory firm that is passionate for what's next. Aprio has 22 U.S. office locations, one in the Philippines and more than 2,100 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding ...
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Morgan Stanley Atlanta, United StatesPosition Summary: · Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through engaging and utilizing the full capab ...
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DBS Bank Atlanta, United StatesBusiness Function · Group Technology and Operations (T&O) enables and empowers the bank with an efficient, nimble and resilient infrastructure through a strategic focus on productivity, quality & control, technology, people capability and innovation. In Group T&O, we manage the ...
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The Charles Schwab Corporation Atlanta, United StatesInvestor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies Consulting Group. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients Wealth Advisor, Regional Mana ...
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Morgan Stanley Atlanta, United StatesPosition Summary: · Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through engaging and utilizing the full capa ...
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Private Wealth Relationship Manager
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Bank of America Atlanta, United States OTHERJob Description: · At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. ...
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Client Service Associate, Wealth Management
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Aprio Atlanta, United StatesWork with a nationally ranked CPA and advisory firm that is passionate for what's next. Aprio has 22 U.S. office locations, one in the Philippines and more than 2,100 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding ...
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Wealth Management Contracts Attorney
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Morgan Stanley Alpharetta, United StatesMorgan Stanley is seeking an attorney to provide advice and counsel on a wide range of business-to-business commercial matters for its industry-leading share plan administration business. This position will report directly to the Managing Director responsible for overall legal ov ...
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Ernst & Young Atlanta, United StatesJob Description · EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. At EY, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technolo ...
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Wealth Client Technology Manager
1 month ago
Alight Virtual, United States OTHERWealth Client Technology Manager · Are you passionate about data and visualizing it in new and exciting ways? · Are you a fast learner who is fascinated by technology? · Our Story · At Alight, we believe a company's success starts with its people. At our core, we Champion People ...
Senior Wealth Manager - Atlanta, United States - Judson Group
Description
Judson Group has been retained by a $10B+ AUM RIA with a national presence in the search for a Senior Wealth Manager - CFP. This individual will be taking over existing client referral channels, helping grow the firm, and will have a long-term leadership/opportunity. The ideal candidate will have experience handling complex client transactions, implementing investment and financial planning recommendations, leading client meetings, and participating in business development.
This is a fantastic opportunity for an advisor with strong client facing skills to grow their career with a rapidly expanding firm. There is a strong growth path for this individual and the firm has a path to equity.
Responsibilities:
Requirements:
Compensation & Benefits:
Competitive compensation, career path, bonus, and benefits package.
Location:
Atlanta, Georgia
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