Investment Advisor / Relationship Manager - Atlanta GA - 5mm+ level clientele

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JOB DESCRIPTION

Job #: 16004
Status: Inactive / Filled
Title: Investment Advisor / Relationship Manager - Atlanta GA - 5mm+ level clientele
Job Location: Atlanta, GA
Base Compensation: $100,000 — $150,000
Total Compensation: $120,000 — $170,000
Benefits: Above Average Benefits
Is Employer Willing to Relocate?: Might Consider
Other Relocation Information: Will consider relocation
Employment Type: Full Time / Direct Hire
Job Categories: Wealth Management - Asset & Investment; Wealth Management - Trust Tax
Industries: Financial Services

WHY IS THIS A GREAT OPPORTUNITY?

Investment Advisor / Relationship Manager - Atlanta GA - 5mm+ level clientele. Opportunity to quickly transition to Lead Relationship Manager role.

JOB DESCRIPTION

Assist Lead Relationship Manager with HNW clientele. Responsibilities include comprehensive wealth advisory and overall relationship management with an emphasis on complex investment strategies.

QUALIFICATIONS

CFP or CFA preferred. 6+ years' investment advisory and extensive client experience required.
Education: Bachelor's
  
Total Years of Experience: 5-6+
  
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