Wealth Management Specialist

4 weeks ago

Atlanta, Georgia, United States TalentLink Solutions Full time

We are a distinguished retirement and financial planning firm based in Atlanta. As a registered investment adviser, we manage approximately $380 million for high net-worth individuals, families, and institutions. Our commitment to client success drives our growth, and we're assembling a remarkable team to build something exceptional for our clients and employees. In addition, our collaborative environment fosters professional development, innovation, and a shared sense of purpose.

Our firm is looking to hire an experienced Wealth Advisor to create and nurture the long-term needs of firm clients, manage client relationships, and actively participate in the advanced planning process. Additional responsibilities include engaging with prospective clients identified through our lead system and building your personal network to generate opportunities through referrals from clients and centers of influence.

The primary responsibilities will be to prepare for and actively participate in client meetings, take notes, follow up on any action items, take ownership to manage client expectations and deliverables. You will also prepare financial plans, investment recommendations, and research clients' technical questions.

You have enough experience in front of clients that you are confident in almost any scenario, particularly with high-net-worth clients. You are an extraordinary communicator and calm under pressure. You have a high degree of empathy, and people trust you easily because you are genuine and live to serve others.

You are a self-starter, taking initiative and having impeccable follow-through. You pay great attention to detail. You want to be a master of your craft, and you are the type of person who is always looking to better yourself. You are always looking for ways we can improve our client experience and education.

Responsibilities

  • Engage directly with clients to understand their financial objectives and concerns; effectively manage the client relationship and show accountability for retention.
  • Retain and enhance client relationships through ongoing education, excellent service, and ensuring an exceptional client experience.
  • Prepare agendas for client meetings and ensure timely completion of post-meeting action items.
  • Complete financial planning analyses and wealth management activities. Ensure client assets are invested in alignment with their risk tolerance and goals, coordinating with our trade team.
  • Gather data from clients and analyze their current financial situation. Strategic development of comprehensive financial plans that align with their goals, recommend appropriate solutions, and assist with plan implementation.
  • Collaborate with the support team to deliver prompt and thorough client service.
  • Work with clients' other professionals, such as attorneys and CPAs, to provide holistic financial solutions.
  • Develop relationships with Centers of Influence to obtain potential client referrals.
  • Identify opportunities to expand existing client relationships by ensuring they are taking full advantage of our various services; proactively seek referrals from clients to generate new business.
  • Maintain accurate records of client interactions and information in the CRM system.
  • Representing the firm in a positive and professional manner.
  • Additional duties may entail participation in team projects and assisting with initiatives designed to streamline firm policies and procedures.

Qualifications

  • Bachelor's degree, preferably in finance, financial planning, or a related field required.
  • CFP designation required.
  • 5+ years' experience managing client relationships in financial planning or investment management.
  • Experience working with various custodial platforms (Schwab, Fidelity, etc.).
  • Proficient in Excel, PowerPoint, and Outlook.
  • A genuine interest in serving and caring for clients.
  • Subject matter expert in financial planning and complex client cases.
  • Excellent verbal, written, presentation, listening, and interpersonal communication skills.
  • Excellent time management and strong organizational skills, and ability to prioritize multiple tasks and anticipate potential problems.
  • Must be organized, detail-oriented, and able to manage and prioritize tasks.

  • Wealth Management Advisor

    4 weeks ago

    Atlanta, Georgia, United States Truist Financial Full time

    Job DescriptionThe position of Wealth Advisor III at Truist Financial involves serving as the primary relationship advisor for high net worth and ultra-high net worth wealth clients. This role requires developing and deepening client relationships through needs-based, high-level client service and delivery of the full suite of Truist Wealth solutions.The...

  • Wealth Planning Associate

    4 weeks ago

    Atlanta, Georgia, United States Corient Private Wealth LLC Full time

    Key ResponsibilitiesAs a Wealth Planning Intern at Corient Private Wealth LLC, you will be responsible for preparing materials for client presentations, including financial independence and education projections, net worth statements, cash flow reports, budgets, insurance, and estate planning summaries. You will also review, summarize, and analyze...

  • Insurance Specialist, Wealth Management Professional

    4 weeks ago

    Atlanta, Georgia, United States Aprio Full time

    At Aprio, we're passionate about helping our clients achieve their financial goals. As an Insurance Specialist, Wealth Management Professional, you'll play a critical role in supporting our regional wealth advisors and client stewards with the sale, underwriting, and ongoing client service of life, disability, and long-term care insurance.This role requires...

  • Wealth Portfolio Manager

    4 weeks ago

    Atlanta, Georgia, United States Truist Financial Full time

    Job SummaryWe are seeking a highly skilled and experienced Wealth Portfolio Manager to join our team at Truist Financial. The successful candidate will be responsible for providing exceptional support to a team of Wealth Advisors, managing a portfolio of high net-worth clients.Key ResponsibilitiesServe as the primary point of intake for all requests from...

  • Private Banker

    4 weeks ago

    Atlanta, Georgia, United States First Citizens Bank Full time

    Job SummaryAs a Private Banker at First Citizens Bank, you will play a critical role in supporting the Wealth Management division's growth and profitability goals. You will be responsible for developing relationships with High Net Worth (HNW) individuals and families to provide credit, depository, and wealth management solutions. You will work closely with...

  • Wealth Management Specialist

    4 weeks ago

    Atlanta, Georgia, United States Fifth Third Full time

    Job DescriptionRole SummaryWe are seeking a highly skilled and experienced Wealth Management Advisor to join our team at Fifth Third Bank. As a Wealth Management Advisor, you will be responsible for providing exceptional client service and delivering tailored financial solutions to our high net worth clients.Key ResponsibilitiesSales: Develop and maintain...

  • Wealth Strategist

    3 weeks ago

    Atlanta, Georgia, United States Cresset Corporation Full time

    About Cresset CorporationWe are a leading provider of wealth management and investment services to high-net-worth individuals and families.Cresset Corporation offers a range of services designed to help our clients achieve their financial goals, including wealth planning, estate planning, and investment management.We are seeking a highly skilled and...

  • Senior Loan Origination Specialist

    1 week ago

    Atlanta, Georgia, United States Lee Wealth Group Mortgage Full time

    Job OverviewWe are seeking a highly skilled and experienced Senior Loan Origination Specialist to join our team at Lee Wealth Group Mortgage. This is a fantastic opportunity for a professional who is passionate about delivering exceptional customer service and has a proven track record of success in mortgage lending.About the RoleThe successful candidate...

  • Wealth Credit Portfolio Manager

    4 weeks ago

    Atlanta, Georgia, United States Truist Financial Full time

    Job Summary:We are seeking a highly skilled Commercial Credit Portfolio Manager to join our team at Truist Financial. As a key member of our Wealth Medical and Legal Specialties group, you will be responsible for underwriting complex commercial credit exposure and overseeing portfolio management activities.Key Responsibilities:Manage end-to-end credit...

  • Private Wealth Strategist

    1 month ago

    Atlanta, Georgia, United States Thornburg Investment Full time

    Job Title: Private Wealth ConsultantThornburg Investment is seeking a highly motivated and experienced Private Wealth Consultant to join our team. As a Private Wealth Consultant, you will be responsible for executing a focused sales strategy within a given segmentation, positioning Thornburg's mutual funds, SMA products, private strategies, and other future...

  • Wealth Strategist Associate

    4 weeks ago

    Atlanta, Georgia, United States Cresset Full time

    About CressetCresset is a leading, independent, multi-family office and private investment firm that provides personalized wealth management, investment advisory, and family office services. Our goal is to deliver exceptional client experiences through our team of experts.Job DescriptionThe Associate, Wealth Strategist position is a key member of our wealth...

  • Senior Client Service Associate

    1 month ago

    Atlanta, Georgia, United States Wealth Enhancement Group Full time

    About Wealth Enhancement GroupWealth Enhancement Group is a leading independent wealth management firm dedicated to delivering exceptional client experiences. Our team-based approach and proprietary processes, such as Roundtable and UniFi, enable us to provide personalized financial planning and investment management services to our clients. With over 100...

  • UHNW Private Banker

    4 weeks ago

    Atlanta, Georgia, United States Citigroup Inc Full time

    Wealth Management OpportunitiesAs a highly skilled HNW Private Banker at Citigroup Inc., you will play a critical role in developing and deepening client relationships to understand their financial situations and create tailored wealth management strategies. You will leverage your expertise to add value to clients by building and utilizing a network of...

  • Senior Wealth Advisor

    4 weeks ago

    Atlanta, Georgia, United States Mercer Advisors Full time

    Job SummaryThe Senior Wealth Advisor plays a crucial role in our client-focused, team-centered environment, working under the direction of one of our Managing Directors and local office Wealth Management leadership to support the team's region-wide business development and client service efforts.Key ResponsibilitiesFunction as the primary trusted advisor to...

  • Wealth Management Operations Technology Assistant Vice President

    1 month ago

    Atlanta, Georgia, United States DBS Bank Full time

    Job SummaryDBS Bank is seeking a highly skilled and experienced Assistant Vice President to lead our Wealth Management Operations Technology team. As a key member of our Group Technology and Operations team, you will be responsible for managing the daily operations of our Wealth Management Operations Technology team, ensuring compliance with external and...

  • Financial Planning Assistant

    4 weeks ago

    Atlanta, Georgia, United States Corient Private Wealth LLC Full time

    Role SummaryAt Corient Private Wealth LLC, we are seeking a highly motivated and detail-oriented individual to join our team as a Financial Planning Assistant. This role will provide support to our financial planning team in preparing materials for client presentations, summarizing and analyzing financial information, and assisting in the development of...

  • Private Wealth Legal Assistant

    4 weeks ago

    Atlanta, Georgia, United States AGG Full time

    Job DescriptionAGG is seeking an organized and detail-oriented individual to support the Private Wealth Practice Group in the Atlanta Office. The ideal candidate will possess strong administrative skills, excellent communication abilities, and a professional demeanor.Key ResponsibilitiesProvide exceptional client service through email, correspondence, and...

  • Emergency Management Specialist

    4 weeks ago

    Atlanta, Georgia, United States Federal Emergency Management Agency Full time

    Job SummaryThis position is part of the Federal Emergency Management Agency's (FEMA) Regional Offices, Region Four, National Preparedness Division, Technological Hazards Branch. As an Emergency Management Specialist, you will work as a member of the team to execute preparedness activities.Key ResponsibilitiesProvide assistance with planning and preparation...

  • Appway BPM Specialist

    4 weeks ago

    Atlanta, Georgia, United States Omni Inclusive Full time

    Job Requirements:As an Appway BPM Specialist at Omni Inclusive, you will be responsible for developing and configuring applications using Appway for various business processes. This includes creating workflows, configuring parameters, and ensuring seamless integration with other systems. Your expertise in Java 8 and BPM development will be crucial in driving...

  • Tax Manager

    4 weeks ago

    Atlanta, Georgia, United States RSM US LLP Full time

    Job SummaryWe are seeking a highly skilled Tax Manager to join our team at RSM US LLP. As a Tax Manager, you will be responsible for providing expert tax advice to ultra-high net worth clients on a full spectrum of tax services, including wealth transfer, charitable and retirement planning, and tax compliance.Key ResponsibilitiesAdvise clients on tax...