Atlanta, GA
Hot
Published - 2026-01-07
Vice President - Wealth Management Advisory
Skills
- CFP
- CFA
- Series 7
- Financial Planners
- Financial Planning
- Financial Advisory
- Family Office
- High Net Worth Individuals
- Relationship Management
- Verbal Communication
- Business Development
- Interpersonal Skills
- Portfolio Management
- Financial Services
- Wealth Management
- Deadline Oriented
- Microsoft Office
- Risk Management
- Life Insurance
- Team Building
- Communication
- Leadership
- Management
- PowerPoint
- Organized
- Marketing
- Insurance
- Planning
- Business
- Balance
- Sales
- Excel
- Word
- CRM
- LLC
- Building Relationships
- Access
- CFP
- CFA
- Series 7
- Financial Planners
- Financial Planning
- Financial Advisory
- Family Office
- High Net Worth Individuals
- Relationship Management
- Verbal Communication
- Business Development
- Interpersonal Skills
- Portfolio Management
- Financial Services
- Wealth Management
- Deadline Oriented
- Microsoft Office
- Risk Management
- Life Insurance
- Team Building
- Communication
- Leadership
- Management
- PowerPoint
- Organized
- Marketing
- Insurance
- Planning
- Business
- Balance
- Sales
- Excel
- Word
- CRM
- LLC
- Building Relationships
- Access
Key Responsibilities
- Service a designated number of clients
- Generate business through referral networks, marketing initiatives, centers of influence (COIs), and client referrals
- Maintain and expand assigned territory within referral network
- Assess, monitor, and report key business continuity and new business indicators to Senior VP and/or Regional Director
- Collaborate with internal teams including portfolio management, operations, and financial planning to enhance client relationships
- Follow up with clients and document interactions and workflows in contact management system
- Participate in firm initiatives to develop services, build relationships, support business development and client retention
- Stay current with regulatory requirements, financial services, and other relevant information
- Assist Senior VP and Regional Director with professional development of wealth advisors
- Adhere to company policies and procedures focusing on consistency, quality, and compliance
- Perform additional duties as necessary to achieve business development and client retention objectives
Required Qualifications
- Undergraduate degree, preferably in a business-related major
- 5-10 years of relationship management or sales experience within financial services
- Certified Financial Planner (CFP) designation
- Extensive knowledge of financial, investment, and risk management concepts
- Excellent written and verbal communication skills
- Strong interpersonal skills with ability to work collaboratively
- Reliable, organized, and goal-oriented
- Demonstrated leadership capabilities
- Ability to work independently and exercise discretion without immediate supervision
- Ability to multitask under pressure and prioritize workflow in a deadline-oriented environment
- Proficiency with CRM software and Microsoft Office (Word, Excel, PowerPoint, Outlook)
Compensation & Benefits
- 11 paid holidays
- 3 weeks paid time off (PTO)
- Paid volunteer time
- Flexible work schedule
- Highly subsidized health, dental, and vision plans
- 401(k) retirement account with company match contributions
- Free mental health services, life insurance, long and short-term disability insurance
- Flexible spending accounts and health savings accounts
- Employee financial education
- Employee educational expense reimbursement
- Employee charitable donations
- Employee referral incentives
- Employee team building activities
- Employee assistance program
- Complimentary food and snacks