Selby Jennings
Base pay range
Base pay range
$150,000.00/yr - $225,000.00/yr Direct message the job poster from Selby Jennings Recruitment Consultant - Investment Management, Private Markets | Selby Jennings
Company Overview: They are a SEC-registered investment advisory (RIA) firm advising on over $6 Billion in assets, combining the experience of their Wall Street heritage with the flexibility and creativity of a boutique firm. Their team is dedicated to delivering sophisticated, personalized financial solutions to ultra high net worth individuals, families, and institutions. Position Summary: The Senior Wealth Advisor plays a pivotal role in managing and growing client relationships, delivering comprehensive wealth management strategies, and serving as a trusted advisor to UHNW clients. This individual will lead financial planning efforts, oversee investment strategy implementation, and collaborate with internal and external professionals to address complex financial needs. Key Responsibilities
Serve as the lead advisor for a select group of UHNW clients, providing holistic financial guidance. Develop and implement customized financial plans addressing investment management, estate planning, tax optimization, philanthropy, and legacy planning. Build deep, long-term relationships with clients and their families, often across multiple generations. Collaborate with internal investment, planning, and client service teams to ensure seamless execution of strategies. Identify opportunities for new business development through referrals, networking, and strategic partnerships. Stay current on market trends, regulatory changes, and financial planning innovations. Represent the firm at client meetings, industry events, and thought leadership forums. Qualifications
Bachelor's degree in Finance, Economics, Accounting, or related field; advanced degree (MBA, JD, CFP, CFA) preferred. Minimum of 10-20 years of experience in wealth management or private banking, with a focus on UHNW clients. Proven track record of managing complex client relationships and delivering tailored financial solutions. Deep understanding of investment strategies, estate planning, tax structures, and philanthropic vehicles. Exceptional interpersonal, communication, and presentation skills. Ability to lead client meetings and coordinate with attorneys, CPAs, and other professionals. Seniority level
Mid-Senior level Employment type
Full-time Job function
Finance Location: Atlanta, GA
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$150,000.00/yr - $225,000.00/yr Direct message the job poster from Selby Jennings Recruitment Consultant - Investment Management, Private Markets | Selby Jennings
Company Overview: They are a SEC-registered investment advisory (RIA) firm advising on over $6 Billion in assets, combining the experience of their Wall Street heritage with the flexibility and creativity of a boutique firm. Their team is dedicated to delivering sophisticated, personalized financial solutions to ultra high net worth individuals, families, and institutions. Position Summary: The Senior Wealth Advisor plays a pivotal role in managing and growing client relationships, delivering comprehensive wealth management strategies, and serving as a trusted advisor to UHNW clients. This individual will lead financial planning efforts, oversee investment strategy implementation, and collaborate with internal and external professionals to address complex financial needs. Key Responsibilities
Serve as the lead advisor for a select group of UHNW clients, providing holistic financial guidance. Develop and implement customized financial plans addressing investment management, estate planning, tax optimization, philanthropy, and legacy planning. Build deep, long-term relationships with clients and their families, often across multiple generations. Collaborate with internal investment, planning, and client service teams to ensure seamless execution of strategies. Identify opportunities for new business development through referrals, networking, and strategic partnerships. Stay current on market trends, regulatory changes, and financial planning innovations. Represent the firm at client meetings, industry events, and thought leadership forums. Qualifications
Bachelor's degree in Finance, Economics, Accounting, or related field; advanced degree (MBA, JD, CFP, CFA) preferred. Minimum of 10-20 years of experience in wealth management or private banking, with a focus on UHNW clients. Proven track record of managing complex client relationships and delivering tailored financial solutions. Deep understanding of investment strategies, estate planning, tax structures, and philanthropic vehicles. Exceptional interpersonal, communication, and presentation skills. Ability to lead client meetings and coordinate with attorneys, CPAs, and other professionals. Seniority level
Mid-Senior level Employment type
Full-time Job function
Finance Location: Atlanta, GA
#J-18808-Ljbffr