Wealth Management Professional
3 days ago
Our 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 Responsibilities- Develop and manage a portfolio of high-net-worth clients, providing personalized financial strategies and investment advice.
- Conduct comprehensive financial planning, including investment management, retirement planning, estate planning, and tax optimization.
- Analyze clients' financial situations, risk tolerance, and investment goals to create tailored wealth management plans.
- Monitor and review clients' investment portfolios, making adjustments as necessary to ensure alignment with their financial objectives.
- Stay updated with market trends, economic conditions, and regulatory changes to provide informed advice to clients.
- Collaborate with internal teams, including investment analysts and financial planners, to deliver integrated financial solutions.
- Maintain strict confidentiality and adhere to all regulatory and compliance requirements.
- Bachelor's degree in Finance, Economics, Business Administration, or a related field (Master's degree or relevant certifications).
- Minimum of 5 years of experience in wealth management or a related financial advisory role.
- Proven track record of managing and growing a portfolio of high-net-worth clients.
- Strong knowledge of financial products, investment strategies, and market dynamics.
- Excellent communication, negotiation, and interpersonal skills.
- Ability to build and maintain long-term client relationships based on trust and integrity.
- Proficiency in financial planning software and tools.
- A transferable book of clients with over $15 million in Assets Under Management (AUM) is required.
- Strategic thinking and analytical skills.
- High level of professionalism and ethical standards.
- Client-focused with a commitment to delivering exceptional service.
- Strong organizational and time management skills.
- Ability to work independently and as part of a team.
- Competitive salary and performance-based incentives.
- Comprehensive health and wellness benefits.
- Opportunities for professional development and career advancement.
- Supportive and collaborative work environment.
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Wealth Management Professional
5 days ago
Atlanta, Georgia, United States H Cap Connect, LLC. Full timeJob 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:...
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Wealth Management Professional
7 days ago
Atlanta, Georgia, United States Bank of America Full timeJob 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...
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Lead Auditor
1 week ago
Atlanta, Georgia, United States Lewis James Professional Full timeAudit 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...
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Private Wealth Manager
7 days ago
Atlanta, Georgia, United States First Citizens Bank Full timeJob 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...
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Head of Private Wealth Management
2 weeks ago
Atlanta, Georgia, United States augmentjobs Full timeJob 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...
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Atlanta, Georgia, United States The Goldman Sachs Group, Inc Full timeJob 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...
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Wealth Management Consultant
2 weeks ago
Atlanta, Georgia, United States Jenkins-Financial Group LLC Full timeWelcome! 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...
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Wealth Regional Managing Director
1 month ago
Atlanta, Georgia, United States Truist Financial Full timeThe 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...
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Client Relationship Manager
2 weeks ago
Atlanta, Georgia, United States Truist Financial Full timePosition 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...
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Wealth Management Specialist
3 days ago
Atlanta, Georgia, United States CFA Institute Full timeAbout the RoleWe are seeking a highly skilled and experienced Wealth Management Specialist to join our team at CFA Institute. As a key member of our organization, you will play a critical role in helping our clients achieve their financial goals.Key ResponsibilitiesProvide personalized financial planning and investment advice to clients, taking into account...
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Private Banker
4 days ago
Atlanta, Georgia, United States First Citizens Bank Full timeJob 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:...
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Wealth Management Advisor
2 weeks ago
Atlanta, Georgia, United States Northwestern Mutual Full timeCompany 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...
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Wealth Management Office Coordinator
2 weeks ago
Atlanta, Georgia, United States Advantage xPO Full timeAdvantage xPO is in search of a dedicated and engaging Administrative Support Specialist to assist a thriving Private Wealth Management division within a prominent global financial services firm. The successful candidate will possess at least two years of administrative experience in a corporate environment.Key Responsibilities:Organizing travel logistics...
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Wealth Management Office Coordinator
1 week ago
Atlanta, Georgia, United States Advantage xPO Full timeAdvantage xPO is in search of a motivated and engaging Administrative Professional to deliver essential support to a thriving Private Wealth Management division within a prominent global financial services organization. The successful candidate will possess at least two years of administrative experience in a corporate environment.Key...
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Wealth Management Consultant
1 week ago
Atlanta, Georgia, United States Charles Schwab Full timeYour 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...
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Wealth Management Consultant
2 weeks ago
Atlanta, Georgia, United States Charles Schwab Full timeYour 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...
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Wealth Management Consultant
2 weeks ago
Atlanta, Georgia, United States Charles Schwab Full timeYour 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...
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2025 Wealth Management Analyst Program
2 weeks ago
Atlanta, Georgia, United States Truist Financial Corporation Full timePosition 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...
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Wealth Management Office Coordinator
2 weeks ago
Atlanta, Georgia, United States Advantage xPO Full timeAdvantage 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...
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Wealth Management Office Coordinator
2 weeks ago
Atlanta, Georgia, United States Advantage xPO Full timeAdvantage xPO is in search of a motivated and engaging Administrative Support Specialist to assist a thriving Private Wealth Management division within a prominent global financial services firm. The successful candidate will possess at least two years of experience in an administrative capacity within a corporate environment.Key Responsibilities:Organizing...