Senior Wealth Advisor
25 days ago
Atlanta
Job DescriptionCompany Overview: They are a SEC-registered investment advisory (RIA) firm advising on over $6 Billion in assets, combining the experience of thier Wall Street heritage with the flexibility and creativity of a boutique firm. Their team is dedicated to delivering sophisticated, personalized financial solutions to ultra high net worth individuals, families, and institutions. Position Summary: The Senior Wealth Advisor plays a pivotal role in managing and growing client relationships, delivering comprehensive wealth management strategies, and serving as a trusted advisor to UHNW clients. This individual will lead financial planning efforts, oversee investment strategy implementation, and collaborate with internal and external professionals to address complex financial needs. Key Responsibilities: • Serve as the lead advisor for a select group of UHNW clients, providing holistic financial guidance., • Develop and implement customized financial plans addressing investment management, estate planning, tax optimization, philanthropy, and legacy planning., • Build deep, long-term relationships with clients and their families, often across multiple generations., • Collaborate with internal investment, planning, and client service teams to ensure seamless execution of strategies., • Identify opportunities for new business development through referrals, networking, and strategic partnerships., • Stay current on market trends, regulatory changes, and financial planning innovations., • Represent the firm at client meetings, industry events, and thought leadership forums. Qualifications: • Bachelor's degree in Finance, Economics, Accounting, or related field; advanced degree (MBA, JD, CFP®, CFA) preferred., • Minimum of 10-20 years of experience in wealth management or private banking, with a focus on UHNW clients., • Proven track record of managing complex client relationships and delivering tailored financial solutions., • Deep understanding of investment strategies, estate planning, tax structures, and philanthropic vehicles., • Exceptional interpersonal, communication, and presentation skills., • Ability to lead client meetings and coordinate with attorneys, CPAs, and other professionals.Company DescriptionOperating as part of Phaidon International, Selby Jennings is a multi-award winning global recruitment organization focused on servicing the financial industry. By breaking down financial markets into individual niches and micro-specialisms, Selby Jennings powers a knowledge-led model, delivering global solutions into local markets. Every consultant is an expert in their field. Structuring our teams to mirror the demands of our clients and candidates, we identify, qualify and present the highest caliber candidates, as well as identifying the best market opportunities for leading finance professionals. We work in partnership with clients to tailor-make a suitable search model based on the type of assignment and client service level requirements, adopting a bespoke combination of solutions to ensure optimum reach into the active and passive market places. From our offices around the world, we recruit beyond international boundaries, pro-actively sourcing the best talent in the industry. Across contingent, retained, and project solutions, our service is unrivaled; speaking to our level of service provision, search accuracy, and flexibility.Operating as part of Phaidon International, Selby Jennings is a multi-award winning global recruitment organization focused on servicing the financial industry.\r\n\r\nBy breaking down financial markets into individual niches and micro-specialisms, Selby Jennings powers a knowledge-led model, delivering global solutions into local markets. Every consultant is an expert in their field. Structuring our teams to mirror the demands of our clients and candidates, we identify, qualify and present the highest caliber candidates, as well as identifying the best market opportunities for leading finance professionals.\r\n\r\nWe work in partnership with clients to tailor-make a suitable search model based on the type of assignment and client service level requirements, adopting a bespoke combination of solutions to ensure optimum reach into the active and passive market places.\r\n\r\nFrom our offices around the world, we recruit beyond international boundaries, pro-actively sourcing the best talent in the industry. Across contingent, retained, and project solutions, our service is unrivaled; speaking to our level of service provision, search accuracy, and flexibility.