Wealth Management Consultant

2 weeks ago

Atlanta, Georgia, United States Jenkins-Financial Group LLC Full time

Welcome My name is Terrill Jenkins, and I am one of the hiring directors at Jenkins-Financial Group LLC. We are a distinguished financial services organization dedicated to delivering expert wealth management solutions to clients across the nation. Our primary focus encompasses Indexed Universal Life (IUL) policies, rollover services, and annuities. We are committed to assisting our clients in reaching their financial aspirations through tailored and strategic planning.

Position Overview: As a Wealth Management Consultant, you will play a pivotal role in guiding clients through the intricacies of financial planning, with an emphasis on retirement strategies, IULs, rollovers, and annuities. Your responsibilities will include crafting personalized financial plans that align with the distinct needs and objectives of each client.

Core Responsibilities:

  • Financial Assessment and Strategy Development: Conduct thorough financial evaluations to grasp clients' financial situations and aspirations. Formulate and present customized financial strategies, incorporating IUL policies, rollovers, and annuities.
  • Client Advisory Services: Offer expert guidance on financial planning alternatives, retirement strategies, and investment prospects. Educate clients on the advantages and characteristics of IULs, rollover services, and annuities.
  • Relationship Management: Cultivate and sustain robust, enduring relationships with clients. Perform regular assessments and updates of clients' financial strategies to ensure they remain aligned with their goals.
  • Educational Initiatives: Organize and facilitate informative workshops and seminars on financial planning subjects. Create educational resources to aid clients in comprehending their options.
  • Market Analysis and Client Development: Identify potential clients through networking, referrals, and market analysis. Stay updated on industry trends and emerging financial products to provide optimal advice.
  • Compliance and Record Keeping: Ensure all financial planning activities adhere to applicable state and federal regulations. Maintain precise and comprehensive records of all client interactions and transactions.

Qualifications:

  • Experience: Demonstrated experience as a wealth management consultant, particularly with IULs, rollovers, and annuities. A proven history of client satisfaction and success in achieving financial objectives.
  • Skills: Exceptional communication and interpersonal abilities. Strong analytical and problem-solving skills. Capacity to work independently as well as collaboratively within a team.
  • Knowledge: Profound understanding of financial planning methodologies, retirement planning, and investment products. Familiarity with current market dynamics and regulatory standards.
  • Licenses and Certifications: Must possess a life and health insurance license. Professional certifications such as CFP (Certified Financial Planner) are highly preferred.

Benefits:

  • Flexible Work Arrangements: Opportunities for both full-time and part-time roles. Fully remote work environment, promoting flexibility and work-life balance.
  • Professional Development: Access to extensive training programs to enhance your expertise. Continuous professional growth and support from seasoned mentors.
  • Compensation Structure: Competitive performance-based incentives and commissions. Potential for unlimited earnings based on your contributions.
  • Career Progression: Opportunities for advancement and career growth within the organization. Networking opportunities with industry leaders and professionals.

Application Process: If you are enthusiastic about assisting clients in achieving their financial goals and possess a strong drive for success in wealth management, we encourage you to explore this opportunity further. Join us for an overview of our company, our vision, and our mission to determine if you are a suitable fit.

  • Wealth Management Consultant

    1 week ago

    Atlanta, Georgia, United States Charles Schwab Full time

    Your OpportunityAt Charles Schwab, you are empowered to make a significant impact on your career. Here, innovative thinking meets creative problem-solving, allowing us to challenge the status quo and transform the finance industry collaboratively.As a Wealth Management Consultant Partner, you will be at the center of the action, serving as a trusted ally to...

  • Wealth Management Consultant

    2 weeks ago

    Atlanta, Georgia, United States Charles Schwab Full time

    Your OpportunityAt Charles Schwab, you are empowered to influence your career path. Here, innovative thinking meets creative problem-solving, enabling us to challenge the conventional and reshape the finance sector collaboratively.As a Wealth Management Consultant Partner (WMCP), you play a pivotal role, serving as a trusted ally to our Senior Financial...

  • Wealth Management Consultant

    2 weeks ago

    Atlanta, Georgia, United States Charles Schwab Full time

    Your OpportunityAt Charles Schwab, you are empowered to influence your career trajectory. Here, innovative thinking meets creative problem-solving, enabling us to challenge conventional norms and reshape the finance sector collaboratively.As a Wealth Management Consultant Partner (WMCP), you will be at the forefront of operations, serving as a trusted ally...

  • Wealth Management Consultant

    2 weeks ago

    Atlanta, Georgia, United States Transamerica Financial Advisors Full time

    Wealth Management Consultant(Remote Opportunity)**Please Review the Complete Job Overview Before Submitting Your Interest**Why Join Our Team?As a division of Transamerica Financial Advisors, we have established a strong presence in the financial sector with over 40 years of experience and a loyal clientele of 30,000. This opportunity allows you to...

  • Wealth Advisory Consultant

    3 days ago

    Atlanta, Georgia, United States Truist Full time

    About the Role:The Wealth Advisory Consultant is a key member of the Truist Wealth team, responsible for supporting Financial Advisors in all aspects of the Asset Management Consulting (AMC) Advisory product platform. This position is part of the Investment Consulting Group (ICG) and reports to the Wealth Advisory Senior Product Manager.Key...

  • Financial Services Consultant

    2 weeks ago

    Atlanta, Georgia, United States Green Wealth Quest Full time

    Financial Services ConsultantWhy Join Our Team?Become a part of Green Wealth Quest as a Financial Services Consultant. We are a reputable organization known for our commitment to excellence and a robust client portfolio. We seek driven individuals who are passionate about the financial industry to join our ranks. In this role, you will have the flexibility...

  • Wealth National Sales Consultant

    1 month ago

    Atlanta, Georgia, United States Truist Financial Full time

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.Need...

  • Wealth Management Professional

    3 days ago

    Atlanta, Georgia, United States H Cap Connect, LLC. Full time

    Job DescriptionH Cap Connect, LLC. is seeking a highly skilled and motivated Wealth Management Professional to join our team. As an Associate Wealth Advisor, you will play a critical role in forming long-lasting and mutually beneficial relationships with clients, team members, vendors, and the community.Key Responsibilities:Client Relationship Management:...

  • Private Wealth Manager

    6 days ago

    Atlanta, Georgia, United States First Citizens Bank Full time

    Job SummaryWe are seeking a skilled Private Wealth Manager to join our team at First Citizens Bank. As a Private Wealth Manager, you will be responsible for developing and maintaining relationships with high net worth individuals and families, providing them with customized banking solutions and wealth management services.Key ResponsibilitiesClient...

  • Lead Auditor

    1 week ago

    Atlanta, Georgia, United States Lewis James Professional Full time

    Audit Manager - Wealth ManagementLewis James Professional is a distinguished staffing and consulting firm specializing in project-based solutions and direct recruitment. We are currently seeking an Audit Manager - Wealth Management for a client in the financial services sector.Key Responsibilities:Oversee the planning, scoping, and formulation of the audit...

  • Wealth Management Professional

    2 days ago

    Atlanta, Georgia, United States Independent Resourcing Consultancy Ltd Full time

    About the RoleOur client, a leading financial services firm, is seeking an experienced and highly motivated Wealth Manager to join their dynamic team. This role is pivotal in providing tailored financial advice and wealth management solutions to high-net-worth individuals and families.Key ResponsibilitiesDevelop and manage a portfolio of high-net-worth...

  • Head of Private Wealth Management

    2 weeks ago

    Atlanta, Georgia, United States augmentjobs Full time

    Job OverviewPosition: Head of Private Wealth ManagementCompany: AugmentjobsSalary Range: $145,000 to $196,000Experience Level: 8 to 12 yearsRole Summary: In the capacity of Head of Private Wealth Management at Augmentjobs, you will spearhead the private wealth management sector, concentrating on the provision of bespoke investment strategies and financial...

  • Asset & Wealth Management - Private Wealth Management - Associate/Vice President, Private Wealth Advisor - Atlanta

    1 month ago

    Atlanta, Georgia, United States The Goldman Sachs Group, Inc Full time

    Job DescriptionPrivate Wealth Management (PWM)Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for ultra high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies...

  • Wealth Regional Managing Director

    4 weeks ago

    Atlanta, Georgia, United States Truist Financial Full time

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.Need...

  • Wealth Management Professional

    6 days ago

    Atlanta, Georgia, United States Bank of America Full time

    Job SummaryWe are seeking a highly skilled Wealth Management Professional to join our team at Bank of America. As a key member of our Financial Services team, you will play a critical role in supporting our Financial Advisors and Wealth Management Client Associates in delivering exceptional client experiences.Key ResponsibilitiesDevelop and implement client...

  • Private Banker

    2 days ago

    Atlanta, Georgia, United States First Citizens Bank Full time

    Job SummaryFirst Citizens Bank is seeking a skilled Private Banker to join our Wealth Management team. As a Private Banker, you will be responsible for developing and maintaining relationships with high net worth individuals and families, providing them with customized banking solutions and wealth management services.Key ResponsibilitiesClient Acquisition:...

  • Wealth Management Advisor

    2 weeks ago

    Atlanta, Georgia, United States Northwestern Mutual Full time

    Company Overview Northwestern Mutual has been dedicated to assisting families and enterprises in achieving financial stability for over 160 years. With a robust portfolio exceeding $265.0 billion in assets and annual revenues of $28.1 billion, we provide financial assurance to millions through a diverse array of insurance and investment solutions. Our...

  • Client Relationship Manager

    2 weeks ago

    Atlanta, Georgia, United States Truist Financial Full time

    Position Overview:This role is designed to provide exceptional support to a dedicated team of Wealth Advisors, focusing on a portfolio of affluent clients. The individual will collaborate closely with Wealth Support Specialists, Trust Advisors, Investment Strategists, Financial Planners, and SEG Leaders to effectively address client needs and objectives.Key...

  • 2025 Wealth Management Analyst Program

    2 weeks ago

    Atlanta, Georgia, United States Truist Financial Corporation Full time

    Position OverviewAs a Wealth Analyst, you will embark on a comprehensive journey through the realm of Wealth Management. This program is designed to equip you with essential skills and knowledge that are pivotal for a thriving career in the financial services industry.Key ResponsibilitiesGain insights into relationship management and practice...

  • Wealth Management Office Coordinator

    2 weeks ago

    Atlanta, Georgia, United States Advantage xPO Full time

    Advantage xPO is in search of a skilled and personable Administrative Support Specialist to assist a thriving Private Wealth Management division within a prominent global financial services firm. The ideal candidate will possess at least two years of administrative experience in a corporate environment.Key Responsibilities:Organizing travel logistics and...