Private Wealth Advisor

Knightsbridge Advisors
Atlanta, USA
Competitive Salary
18 Aug 2022
17 Sep 2022
Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
One of the nation's premier wealth management firms is adding to its team of wealth advisors. They are seeking a seasoned professional able to build a book of clients who have at least $5 million in investible assets.

Their accommodative platform gives clients access to a range of investment offerings, including proprietary services, third-party investments, alternative strategies, and index funds.

The firm's unique model allows advisors to build their own practice with a full support structure, robust investment platform, turnkey marketing system, and generous compensation and benefits structure. They offer a competitive base salary and large guarantees for 3 years.

Ideal candidates include established financial advisors with a proven production record, strong center of influence, and entrepreneurial spirit.

The ideal candidate will have:
  • Wealth management experience focusing on ultra-high net worth clientele and a strong business development background.
  • Deep knowledge of various investment and financial planning topics, a love of sales, a commitment to excellent client service and strong presentation skills.
  • Undergraduate degree required; CFP, CFA and/or MBA a plus.
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