Relationship Manager (Wealth) Position Available In Fulton, Georgia

Job Description:

This Jobot Job is hosted by: Merwan Zattam Are you a fit? EasyApply now by clicking the “Apply Now” button and sending us yourresume.

Salary:

$170,000

• $300,000 per year A bit about us:

Company Overview We are a boutique wealth management firm with $8Bof Assets Under Advisement and growing. Built on integrity and acommitment to provide a fiduciary standard of care, our firm wasfounded by, and continues to attract, a world-class team of drivenand dedicated individuals. Everything we do prioritizes our clientsand employees. We have assembled an exceptional team that valuesrelationships as well as results and have created an environmentwhere motivated people flourish. Our culture reflects acollaborative and diverse workforce driven by excellence and acommitment to lifelong learning. We deeply value our culture, andit is at the core of all that we do. Why join us?

ComprehensiveHealth Coverage:

Employees have access to medical, dental, andvision insurance plans.

Retirement Plans:

There are options for401(k) plans with company matching to help employees save for theirfuture.

Paid Time Off:

Generous vacation, sick leave, and holidaypolicies ensure employees can balance work and personal life.

Professional Development:

Opportunities for continuous learning andcareer growth through training programs and educational assistance.

Wellness Programs:

Initiatives to support physical and mentalwell-being, including gym memberships and wellness workshops.

Flexible Work Arrangements:

Options for remote work and flexibleschedules to accommodate different needs. Job Details We areseeking a proactive and experienced Wealth Advisor to provideholistic wealth management services to ultra-high-net-worthclients. This role requires expertise in guiding clients throughcomplex financial decisions, addressing multi-generational needs,and preserving family legacies. Who You Are You might be the rightfit if you: Thrive in an environment built on trust, collaboration,and a strong, intentional culture. Are passionate about helpingclients navigate complex wealth decisions and define their legacy.

Enjoy working with entrepreneurs and understanding their uniquechallenges and opportunities. Have the expertise and confidence toprovide strategic financial guidance to high-net-worth individualsand families. Key Responsibilities Client Relationship Management

• Serve as the primary point of contact, fostering deep and lastingrelationships with clients across generations. Wealth ManagementExpertise
• Deliver tailored financial advice, including investmentmanagement, estate planning, tax strategies, and philanthropicguidance. Family Governance
• Support clients in developingdecision-making structures, succession plans, and educationalinitiatives for next-generation family members. Cross-DisciplinaryCollaboration
• Work closely with internal specialists and externaladvisors (attorneys, accountants, etc.) to create comprehensivefinancial solutions. Client Service Excellence
• Provide proactive,anticipatory service, regularly reviewing and refining financialplans to align with evolving client needs. Growth & BusinessDevelopment
• Identify opportunities to deepen client relationshipsand attract new business through networking, referrals, andindustry thought leadership.

Qualifications Minimum of 8 years ofexperience in wealth management, financial advisory, or a relatedfield, with a focus on ultra-high-net-worth clients. Bachelor’sdegree required. Professional designations such as CFA, CFP, CPA,JD, or equivalent credentials are strongly preferred. Expertise ininvestment strategies, tax optimization, estate planning, andphilanthropy. Strong understanding of multi-generational wealthmanagement, family governance, and succession planning. Exceptionalcommunication and relationship management skills, with a trackrecord of delivering high-touch client service. Experiencecollaborating with multi-disciplinary teams to develop and executeclient-centric financial strategies. Interested in hearing more?

Easy Apply now by clicking the “Apply Now” button. Jobot is anEqual Opportunity Employer. We provide an inclusive workenvironment that celebrates diversity and all qualified candidatesreceive consideration for employment without regard to race, color,religion, age, sex, national origin, disability status, genetics,protected veteran status, sexual orientation, gender identity orexpression, or any other characteristic protected by federal, stateor local laws. Sometimes Jobot is required to perform backgroundchecks with your authorization. Jobot will consider qualifiedcandidates with criminal histories in a manner consistent with anyapplicable federal, state, or local law regarding criminalbackgrounds, including but not limited to the Los Angeles FairChance Initiative for Hiring and the San Francisco Fair ChanceOrdinance.