Job Details

Wealth Advisor

Company name

BT Wealth Management, LLC

Organization Type

In-House

Job Type

Non-practicing Attorney

Date Last Verified

Jul 21,2019

Valid Through

Nov 03,2019

Posted on

Mar 06,2019

Years of Experience

Min 2 yrs required

Location

Atlanta, GA, United States

Employment Type

Full-time

Industry

Legal
Practice Area
Trusts and Estates >> Trusts and Estates
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Profile

Wealth Advisor
The candidate will drive business results by developing, managing and expanding client relationships through referrals and new business development activities. Will earn clients’ trust by thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience. Advise clients on all aspects of wealth management including: asset allocation, investment management and wealth planning. Serve as a resource for clients with complex wealth management needs and financial planning solutions. Exhibit technical knowledge and competency in investment management, retirement and cash flow planning. Become an expert of firm Management’s investment philosophy, private funds and the securities utilized in client portfolios. Bachelor’s Degree; MBA, JD, or other advanced degree is strongly preferred. Strong analytical, communication and interpersonal skills is essential. Professional designations: CFP®, CFA, CPA or JD or working towards it is essential. Must have experience working with high-net-worth individuals and families. Must have strong written and verbal communication skills, an energetic and positive attitude, and an entrepreneurial mindset.

Company info

Hiring Coordinator
BT Wealth Management, LLC
3300 Riverwood Parkway
Suite 1075
Atlanta, GA 30339

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