Senior Wealth Management Advisor

KLS Workforce Solutions
Atlanta, GA
Job Description
Role Overview

A Senior Wealth Management Advisor will leverage expertise to deliver tailored financial strategies and sophisticated investment solutions to high-net-worth and affluent private clients.

What You Will Do

Key responsibilities include client acquisition and advisory, portfolio and wealth strategy, community and network engagement, and relationship management.

Why It Might Be a Fit

The ideal candidate will have a proven track record of 10 to 30 years of successful sales experience, retail sales focus, community presence, and a Bachelor's degree from an accredited four-year institution.

Requirements

  • 10 to 30 years of successful sales experience as a Senior Wealth Management Advisor, Vice President, or Financial Advisor
  • Retail financial investment sales expertise
  • Community presence in Metro Atlanta
  • Bachelor's degree from an accredited four-year institution
  • Master of Business Administration (MBA) or relevant industry designations preferred

Benefits

  • Uncapped earning potential ($250,000 – $450,000)
  • Elite support system
  • Work-life balance
  • Comprehensive benefits (premium healthcare, retirement plans, and standard executive benefits)
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