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Central Business Solutions, IncPosted 1 month ago

Senior Wealth Management Advisor - Atlanta Georgia , Full Time (MK)

$250,000–$450,000 year

On-siteAtlanta, Georgia, United States

Full TimeSenior LevelBachelors Degree

Job Summary

Lead sales efforts as a Senior Wealth Management Advisor in the metro Atlanta area, managing affluent clients and driving retail financial investment sales with no overnight travel required. Maintain a strong community presence to support client relationships and business development. This full-time role offers a base salary of $250,000 to $450,000 plus commission eligibility, with excellent support provided. Candidates must possess 10 to 30 years of successful sales experience, a four-year college degree, and reside locally.

Required Qualifications

  • 10-30 years successful sales experience as Senior Wealth Management Advisor or VP, Financial Advisor at an investment firm or financial or banking institution
  • Extensive experience dealing with affluent clients
  • Successful track record of retail financial investment sales (not wholesale sales)
  • Active in community
  • Four-year college degree
  • Reside in the metro Atlanta GA area
  • Security Clearance Required: No
  • Visa Candidate Considered: No
  • 10+ to 15 years experience
  • Minimum Education - Bachelor's Degree
  • Willingness to Travel - Never

Desired Qualifications

  • MBA
  • A book of business

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