Simplex
Job Description
Job Description
This role is based in North Atlanta, GA. Our client is an established Registered Investment Advisor and Financial Life Manager that has been in business for almost 25 years with over $1.5B in Assets Under Management (AUM). They have an established office in Atlanta, GA and need an incredible leader to lead that office and drive new business development. As a Partner, you will have a lucrative compensation package including
base/bonus/commission,
dividends and equity. Depending on the candidate, the total cash compensation for this role should be in the "Mid 6 figures" with equity worth significantly more long term. Responsibilities: Be the leader for a small, but high impact Atlanta office. Serve as a trusted advisor to high-net-worth individuals, families, and business owners on wealth management strategies including investment management, estate planning, philanthropy, and tax optimization. Manage and grow a book of business by fostering deep client relationships and delivering tailored financial strategies. Partner with internal teams—investment research, tax specialists, estate and trust advisors—to deliver holistic financial solutions. Lead business development initiatives through targeted networking, referrals, and strategic partnerships with centers of influence (e.g., attorneys, CPAs, family offices). Contribute to the strategic direction of the firm, including governance, culture, client service model, and long-term growth strategy. Mentor, coach, and develop junior advisors to support firm-wide talent development. Uphold the highest standards of compliance, ethics, and fiduciary responsibility Requirements: 15+ years of experience in the Wealth Management industry along with leadership experience. You are a natural leader and excited about building something while growing your career and earnings. Excels at New Business Development and growing AUM You have an extensive network and are embedded in the community via memberships like Country Clubs or Tennis Club. Active on Boards Strong Customer / Client services orientation. CFP Preferred
#ZR
Job Description
This role is based in North Atlanta, GA. Our client is an established Registered Investment Advisor and Financial Life Manager that has been in business for almost 25 years with over $1.5B in Assets Under Management (AUM). They have an established office in Atlanta, GA and need an incredible leader to lead that office and drive new business development. As a Partner, you will have a lucrative compensation package including
base/bonus/commission,
dividends and equity. Depending on the candidate, the total cash compensation for this role should be in the "Mid 6 figures" with equity worth significantly more long term. Responsibilities: Be the leader for a small, but high impact Atlanta office. Serve as a trusted advisor to high-net-worth individuals, families, and business owners on wealth management strategies including investment management, estate planning, philanthropy, and tax optimization. Manage and grow a book of business by fostering deep client relationships and delivering tailored financial strategies. Partner with internal teams—investment research, tax specialists, estate and trust advisors—to deliver holistic financial solutions. Lead business development initiatives through targeted networking, referrals, and strategic partnerships with centers of influence (e.g., attorneys, CPAs, family offices). Contribute to the strategic direction of the firm, including governance, culture, client service model, and long-term growth strategy. Mentor, coach, and develop junior advisors to support firm-wide talent development. Uphold the highest standards of compliance, ethics, and fiduciary responsibility Requirements: 15+ years of experience in the Wealth Management industry along with leadership experience. You are a natural leader and excited about building something while growing your career and earnings. Excels at New Business Development and growing AUM You have an extensive network and are embedded in the community via memberships like Country Clubs or Tennis Club. Active on Boards Strong Customer / Client services orientation. CFP Preferred
#ZR