Senior Wealth Advisor jobs in United States
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Next Level Recruiting, LLC · 4 hours ago

Senior Wealth Advisor

positionAtlanta Metro
timeFull-time
remoteOnsite
senioritySenior Level
date5+ years exp

Next Level Recruiting, LLC is representing a leading wealth platform with over $45B in assets under management, catering to high-net-worth individuals and families. They are seeking a Senior Wealth Advisor (CFP®) to drive business development in the Atlanta market, focusing on client acquisition through various networks and leveraging internal support for growth.

AccountingConsultingLegalWealth Management
Hiring Manager
Daniel Cohen
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Responsibilities

Own business development in the Atlanta market—driving new clients through COIs, referral networks, and firm-generated opportunities
Leverage deep internal planning, investment, and operational support

Qualification

CFP®Wealth managementBusiness developmentRelationship-driven salesSelf-directedCommercially mindedGrowth-oriented

Required

CFP®
5–10+ years in wealth management, BD, or relationship-driven sales
Proven ability to generate business through referrals and COIs
Self-directed, commercially minded, and growth-oriented

Company

Next Level Recruiting, LLC

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Where top companies meet next level talent. We leverage our global network & partner with our clients to find the optimal talent for any need.
dateFounded in 2014
location
Northbrook, Illinois, USA
people-size11-50 employees
web-link
https://www.nlrcareers.com

Funding

Current Stage
Early Stage

Leadership Team

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Jason Palmer
Co-Founder & CEO
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Justin Solomon
Co-Founder & COO
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Company data provided by crunchbase