Private Wealth Advisor jobs in United States
cer-icon
Apply on Employer Site
company-logo

BIP Wealth · 9 hours ago

Private Wealth Advisor

positionColumbus, GA
timeFull-time
remoteOnsite
senioritySenior Level

BIP Wealth is a leading wealth management firm focused on wealth creation through science-based investment methodologies and technology innovation. They are seeking a Personal Wealth Advisor to ensure an exceptional client experience for High-Net-Worth families by providing comprehensive financial advice and wealth management services.

Financial ServicesRetirementWealth Management
Hiring Manager
Heather Callahan
linkedin

Responsibilities

Provide clients with comprehensive financial advisory and wealth management services
Evaluate clients’ financial situation and identify investment objectives through a comprehensive and customized financial planning process
Recommend appropriate solutions and monitor portfolios for changes and adjustments in client needs and objectives
Provide sophisticated wealth management services to address client needs by assessing clients’ assets, liabilities, cash flow, insurance coverage, tax status and financial objectives and values to establish financial goals and investment strategies
Curate both public and private market opportunities in line with client objectives and tolerance for risk
Lead various projects, including leading client meetings, completing portfolio reviews and preparing financial projections
Develop and execute a plan, with performance metrics, to cultivate and secure High Net Worth clients and serve as their Personal Wealth Advisor
A working knowledge of portfolio allocation methods and investment management is expected

Qualification

Financial planningInvestment managementCFP® designationSeries 65 certificationMicrosoft OfficeFinancial planning softwareProject managementAnalytical skillsCommunication skills

Required

Bachelor's degree
CFP® designation and/or Series 65 certification
Experience in the development of personal financial plans
Solid investment management skills, including construction and implementation of investment portfolios for High-Net-Worth investors
Excellent project management skills; organized and detail oriented
Ability to respond expeditiously to client needs while managing competing priorities
Strong analytical skills
Excellent verbal and written communication skills
Ability to work well in a team environment with the willingness to share information, find solutions and develop new skills and knowledge
Advanced Microsoft Office and Adobe skills including Outlook, Word, and Excel
A working knowledge of portfolio allocation methods and investment management

Preferred

Tax experience
Experience with e-signature platforms
Experience with financial planning software
Experience with Fidelity, Schwab, and/or Inspira advisor interfaces

Company

BIP Wealth

twittertwittertwitter
company-logo
BIP Wealth is a financial services firm that offers wealth creation and management solutions, retirement and other financial solutions.
dateFounded in 2007
location
Atlanta, Georgia, USA
people-size51-200 employees
web-link
https://bipwealth.com/

Funding

Current Stage
Growth Stage

Leadership Team

leader-logo
Bill Harris
Co-Founder
linkedin

Recent News

PR Newswire
BIP WEALTH PARTNERS WITH PREHMUS FINANCIAL, A METRO ATLANTA FINANCIAL SERVICES FIRM
2025-10-07
PR Newswire
LEGENDARY GEORGIA TECH BASEBALL COACH DANNY HALL JOINS BIP WEALTH FOR NEXT CHAPTER IN HIS CAREER
2025-09-17
Pulse 2.0
BIP Wealth Acquiring The Money Advisor Group, Bringing AUM To $3.3+ Billion
2024-05-12
Company data provided by crunchbase