Next Level Recruiting, LLC · 10 hours ago
Wealth Management Advisor
Atlanta Metro
Full-time
Hybrid
Senior Level
5+ years expNext Level Recruiting, LLC is representing a rapidly growing wealth management advisory firm with over $45 billion in AUM. The Wealth Management Advisor will provide comprehensive services to existing clients and support management functions by generating business through referral networks and internal marketing campaigns.
AccountingConsultingLegalWealth Management
Hiring Manager
Daniel Cohen
Responsibilities
Responsible for servicing a designated number of clients
Responsible for generating business through referral networks, marketing initiatives, COI's and Client referrals
Maintain and expand assigned territory in referral network
Assess, monitor, and report key indicators of business continuity and new business to Senior VP and/or Regional Director
Work with internal team members including portfolio management, operations and financial planning to further the client relationship
Follow-up with clients, document client interactions and client related workflows in contact management system
Participate in firm initiatives developing services, building firm relationships, supporting business development and client retention activities
Engage resources to stay current with information regarding regulatory requirements, financial services, and other functions pertinent to duties
Assist Senior VP and Regional Director with the professional development of wealth advisors
Adhere to all company policies and procedures and perform business functions with focus on consistency, quality, and compliance
Perform additional functions, duties and specific tasks of a similar nature and scope as necessary in order to achieve the firm's business development and client retention objectives
Qualification
Required
Undergraduate degree required, preferably in business related major
Minimum 5-10 years of relationship management/sales experience within financial services
Certified Financial Planner
Extensive knowledge of financial, investment, and risk management concepts
Excellent written and verbal communication skills
Demonstrated interpersonal skills with the ability to work well within a collaborative environment
Reliable, organized and goal-oriented
Demonstrated leadership capabilities
Ability to work independently, self-directed, and exercise discretion without immediate supervision at all times
Ability to multi-task under pressure, prioritize workflow and assignments in a deadline oriented environment
Demonstrated knowledge of CRM software and Microsoft Office including Word, Excel, PowerPoint, Outlook
Benefits
11 Paid Holidays
3 weeks (PTO)
Paid Volunteer Time
Flexible Work Schedule
Highly subsidized Health, Dental, and Vision Plans
401k Retirement Account with company match contributions
Free Mental Health services, Life Insurance, Long & Short-Term Disability Insurance
Flexible Spending Accounts and Health Savings Accounts
Employee Financial Education
Employee Educational Expense Reimbursement
Employee Charitable Donations
Employee Referral Incentives
Employee Team Building Activities
Employee Assistance Program
Complimentary Food and Snacks
Company
Next Level Recruiting, LLC
Where top companies meet next level talent. We leverage our global network & partner with our clients to find the optimal talent for any need.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Jason Palmer
Co-Founder & CEO
Justin Solomon
Co-Founder & COO
Company data provided by crunchbase