Vice President, Private Wealth Advisor Greater Atlanta, GA Area
About the Role
Greater Atlanta, GA Area (On-site)(Atlanta, Georgia)
The Company is seeking a Private Wealth Advisor to join their dynamic team. The successful candidate will be responsible for building and nurturing client relationships, acting as a trusted advisor, and delivering holistic private wealth management advice. This role involves partnering with internal and external experts to develop tailored strategies for clients, providing exceptional client service, and maintaining the highest ethical standards. The Private Wealth Advisor will also be expected to curate a network of intermediaries to best serve clients and provide unique access to exclusive investment opportunities. Applicants must have a record of academic and professional achievement, with a minimum of 4 years' experience in private wealth management, financial services, or a related field. A background in sales, fundraising, business development, or investing is preferred. The role requires a candidate with strong connectivity within an established network, an entrepreneurial spirit, and a desire to work in a team-oriented environment. Excellent client focus, business development, and relationship management skills are essential, as is a commitment to excellence and a high level of integrity. The ideal candidate will be self-motivated, have a creative approach to problem-solving, and be able to work both autonomously and collaboratively.
Functions:
- Finance
- Sales/Revenue
Est. Compensation
USD $190,704-$283,051 (total) per year
Estimated by Revelio Labs
About the Company
Prominent global investment bank
Industry
Financial Services
Type
Public Company (GS)
Age
employees
10,001+