BIP Wealth · 13 hours ago
Private Wealth Advisor
Columbus, GA
Full-time
Onsite
Senior LevelBIP 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
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
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
BIP Wealth is a financial services firm that offers wealth creation and management solutions, retirement and other financial solutions.
Founded in 2007
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Bill Harris
Co-Founder
Recent News
2025-10-07
2024-05-12
Company data provided by crunchbase