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Senior Wealth Advisor
2 months ago
Position:
Senior Wealth Advisor
Location:
Atlanta, USA
Employment Type:
Full-Time
About the Role:
Independent Resourcing Consultancy Ltd is seeking a seasoned and driven Senior Wealth Advisor to enhance their esteemed financial services team in Atlanta, USA.
The ideal candidate will possess a successful history in wealth advisory, outstanding client engagement abilities, and a comprehensive understanding of financial markets.
Key Responsibilities:
- Cultivate and oversee a portfolio of affluent clients, offering bespoke financial strategies and investment counsel.
- Execute thorough financial planning, encompassing investment management, retirement strategies, estate planning, and tax efficiency.
- Assess clients' financial circumstances, risk appetite, and investment aspirations to formulate personalized wealth management plans.
- Review and adjust clients' investment portfolios regularly to ensure alignment with their financial goals.
- Keep abreast of market developments, economic trends, and regulatory updates to provide well-informed advice to clients.
- Collaborate with internal teams, including investment specialists and financial planners, to deliver cohesive financial solutions.
- Uphold strict confidentiality and comply with all regulatory and compliance standards.
Qualifications:
- Bachelor's degree in Finance, Economics, Business Administration, or a related discipline (Master's degree or relevant certifications preferred).
- At least 5 years of experience in wealth advisory or a similar financial consulting role.
- Proven success in managing and expanding a portfolio of affluent clients.
- Strong understanding of financial products, investment methodologies, and market trends.
- Exceptional communication, negotiation, and interpersonal skills.
- Ability to foster and maintain long-term client relationships grounded in trust and integrity.
- Proficiency in financial planning software and tools.
- A transferable client portfolio with over $15 million in Assets Under Management (AUM) is essential.
Skills and Competencies:
- Strategic thinking and analytical capabilities.
- High level of professionalism and ethical standards.
- Client-focused with a dedication to delivering outstanding service.
- Strong organizational and time management skills.
- Ability to work autonomously and collaboratively within a team.
Benefits:
- Competitive salary and performance-based incentives.
- Comprehensive health and wellness benefits.
- Opportunities for professional growth and career progression.
- Supportive and collaborative work environment.
Application Process:
Interested candidates are encouraged to submit their resume and a cover letter outlining their relevant experience and suitability for this position.
Transferable Book Over 5 Million AUM Required
