обновлено 6 дней назад
Private Wealth Advisor (Fintech)
Мэтч & Сопровод
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Описание вакансии
Текст:
TL;DR
Private Wealth Advisor (Fintech): Building and managing comprehensive wealth strategies for ultra-high-net-worth individuals and families with an accent on bespoke investment solutions and holistic financial planning. Focus on business development, nurturing long-term client relationships, and leveraging the firm's global investment platform to deliver tailored advice.
Location: Must be based in Atlanta, GA, United States
Company
is a leading global investment banking, securities, and investment management firm founded in 1869.
What you will do
- Build and grow a private wealth business by establishing and nurturing client relationships.
- Act as a trusted advisor delivering holistic wealth management advice to high-net-worth clients.
- Partner with internal and external subject matter experts to develop bespoke financial strategies.
- Provide exceptional client service while maintaining the highest ethical standards.
- Curate a network of intermediaries to support complementary client services.
- Leverage the firm's global platform to provide exclusive investment opportunities.
Requirements
- Four plus years of experience in private wealth management, financial services, or related fields.
- Must hold or be able to obtain Series 7, 63, and 3 licenses within three months of hire.
- Demonstrated strong connectivity within an established professional network.
- Entrepreneurial spirit and ability to work in a team-oriented environment.
- Exceptional business development and relationship management skills.
- Strong analytical and interpersonal skills with a commitment to excellence.
Culture & Benefits
- Commitment to fostering diversity and inclusion through firmwide networks.
- Access to professional training and development opportunities.
- Comprehensive wellness, personal finance, and mindfulness programs.
- Collaborative environment focused on growth and integrity.
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