Strategic Wealth Advisor for High‑Net‑Worth Clients
First Citizens
First Citizens Bank is looking for a Wealth Consultant to manage high net worth clients by providing tailored financial solutions. This role combines client acquisition responsibilities with wealth management strategy, requiring exceptional relationship-building skills. The ideal candidate will have at least a Bachelor's degree along with 8 years of relevant experience in client acquisition and financial planning. Licenses such as Series 7 and 65 or 66 are required. A strong background in banking and investment management is preferred. #J-18808-Ljbffr First Citizens
- The Goldman Sachs Group is seeking a Private Wealth Advisor in Atlanta, Georgia. This role requires building and managing client relationships to provide tailored wealth management advice for ultra-high net worth individuals. Candidates should have a minimum of 4 years...High net worth
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- Cooper Lighting Solutions is looking for a Wealth Advisor in Atlanta, GA who excels in building relationships with high net worth clients. You'll manage complex credit needs and provide a full suite of financial solutions. This role demands extensive experience in client...High net worth
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- ...Talent Acquisition is searching for a highly experienced Financial Advisor in Atlanta, GA. This role involves... ...investment management, strengthening client relationships, and driving business... ...position emphasizes delivering quality wealth management services with a fiduciary...High net worth
- ...Job Description Our client is on a mission to... ...In their Private Wealth Management division,... ...made to expand the advisor team and enhance client... ...of experience with High and Ultra High Net Worth clients. Preferred... ...concepts effectively. A strategic advisor mindset with...High net worth
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- ...solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to... ...practice, which focuses on ultra-high net-worth individual, trust and estate clients... ...Family Offices Serve as the trusted advisor to ultra-high net worth families on matters...High net worthFull timePrivate practiceWork at officeLocal area
- ...prominent financial services provider is seeking a Financial Advisor to join their team in Atlanta. This role is part of the... ...designed to help you build a successful career while working with high-net-worth clients. Key responsibilities include developing relationships,...High net worth
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- JPMorgan Chase & Co. is seeking a Private Client Advisor in Atlanta, GA. This role focuses on providing comprehensive financial advice and planning to a diverse range of clients, ensuring exceptional investor experiences and fostering strong client relationships. Applicants...
- ...Financial Advisor This Fortune 500 financial institution is built... ...strength and depth of its client relationships - and those relationships... ...in investment advisory or wealth management ~ Proven, transferable book of business with high-net-worth clients (minimum of $10M AUM)...High net worthWork at office
- ...Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions,... .... The Firm oversees $212 billion in client assets as of April 30, 2026. Position A Private Advisor team within Rockefeller Global Family Office...High net worthWork at officeLocal area
- ...Company Overview Our client is one of the leading Financial... ...currently seeking a highly experienced and strategically minded Financial Advisor to join their team of... ...delivering high-level wealth management services with... ...working with high-net-worth clients is highly desirable...High net worthLocal area
- Independent Executive Search Professional seeks a Financial Advisor in Atlanta, Georgia to work with ultra-high-net-worth clients. This role offers high earnings potential, with a first-year compensation of 115K-135K+, bonuses, and comprehensive benefits. Candidates should...High net worth
- Regions Financial Corporation is seeking a Private Wealth Management Advisor based in Atlanta, Georgia. This role involves developing and maintaining a portfolio of affluent and high net worth clients, utilizing consultative advisory approaches. Successful candidates will...High net worthFull time
- ...Georgia. This role involves managing client interactions and account servicing while partnering with Wealth Advisors. The ideal candidate will have a High School Diploma, 2 years of banking... ...exceptional service to high-net-worth clients. The position offers an office...High net worthWork at office
- ...Wealth Advisor Atlanta, GA Waverly Advisors' primary goal is to serve our clients, one another, and our communities. We aren't your typical wealth management firm.... ..., providing comprehensive support to our high-net-worth clients. The Wealth Advisor serves as the...High net worthLocal area
- A financial services company in Atlanta, GA is seeking a Private Bank Wealth Advisor III. This role involves developing, managing, and delivering high-net-worth client Wealth Plans and requires at least 5 years of experience in wealth management or financial advisory. Responsibilities...High net worth
- Truist in Atlanta, Georgia is looking for an individual to provide high-touch, in-office support to Wealth Advisors overseeing portfolios for high-net-worth clients. This role involves being the primary contact for most advisor and client requests and requires excellent...High net worthWork at office
- ...Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions... .... The Firm oversees $221 billion in client assets as of May 31, 2026. Position A Private Advisor team within our Rockefeller Global...High net worthWork at officeLocal area
- ...Private Bank Wealth Advisor III The Private Bank Wealth Advisor III is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing a high-net-worth client's Wealth Plan. Duties and Responsibilities:...High net worthWork at officeRemote workWork from homeFlexible hours
- Description Summary: The Private Bank Wealth Advisor III is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing a high-net-worth client’s Wealth Plan. Duties and Responsibilities: Builds relationships...High net worth
- ...goals. Our First Citizens Wealth team delivers... ...solutions designed to support clients at every stage of life... ...acquires, and retains high net worth clients and prospects... ...Builds and cultivates strategic partnerships with... ...Designation: Advanced Advisor/ Planning Benefits are...High net worth
$165k - $200k
...Responsible for retention and growth of medium to large size high net worth client relationships. Builds a team of Banking, Trust and... ...seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert...High net worthTemporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week$150k - $250k
...Wealth Advisor Join Aprio's Wealth Management team and you will help clients maximize their opportunities. Aprio Advisory Group, LLC is a progressive, fast-growing... ...~ Able to gain and maintain the respect of high-net-worth clients. ~ Excellent knowledge of financial...High net worthFull timeWork at officeLocal areaRemote workFlexible hours$65k
About the Role Dew Wealth Management is a... ...advisory position; clients are the entrepreneurs... .... As an Associate Advisor you will partner... ...professionals, and deliver strategic insights that... ...problems with high stakes while managing... ...with high‑net‑worth clients. Compensation...High net worthWork at office- ...equity portfolio management and fundamental research analysis. The role involves managing investment portfolios for ultra-high-net-worth clients and institutions, crafting investment packages, and fostering strong client relationships. Candidates should have at least...High net worth
- ...Full-time Description HB Wealth ("HB") is a national,... ...office services to primarily high-net-worth individuals, families, and institutions... ...peace of mind to the clients we are privileged to serve.... ...seeking an Associate Wealth Advisor for our Buckhead office to support...High net worthFull timeWork at officeRemote work
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