Wealth Management Advisor

Confidential

Atlanta, Georgia, US

Job Description

Our client, a global banking and financial services institution is seeking an experienced and seasoned financial services professional to join their team, located in Atlanta, GA to work in the capacity of Wealth Management Advisor. The chosen candidate will be the primary contact for coordination for Investment & Fiduciary Services serves as subject matter expert in Fiduciary advice. S/He delivers advisory based services to clients with highly complex Wealth Management (WM) planning needs in collaboration with clients, partners and Centers of Influence. This position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a team member.

Job Responsibilities

*Grows & retains WM relationships by integrating fiduciary knowledge, wealth planning, investment knowledge and client acquisition skills. * Acquires new high net worth client (HNW) and ultra-high net worth relationships through consistent profiling on the 12 WM Issues and needs assessment. * Conversant in all aspects of Specialized Wealth Services (SWS) may specialize in some areas. * Takes a full balance sheet approach when sourcing new business including identifying and referring new credit, deposit and/or brokerage opportunities. * Engages in WM conversations, applies tax & transition strategies, introducing Wealth Planning Strategists for complex or comprehensive planning engagements

Employment Type

Full time

Industries Hiring For

Banking
Financial Services

Skills Required

Investments (10+ yrs)

Career Level

Executive

Desired Salary

$150,000 - $200,000

Education Level

Master's Degree

Desired Job Appeal

Stability of Company

Company Culture Preference

Traditional / Corporate

Work Schedule

Traditional / 9 to 5 Office

Job Posted: 8 Nov 2017
Expires: 8 Dec 2017