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Date Last Verified
Years of Experience
ProfileSenior Wealth Advisor
Qualification and Experience
Qualifications: Professional designations: CFP®, CFA or CPA. A Bachelor’s degree required; MBA or J.D. degree preferred. 10 years of complex financial planning and investment experience. Expertise in managing the financial needs of high net worth clients. $150M client book, with minimum of $3M client average assets under management. Expert technical knowledge in their area of specialization. Strong communication and interpersonal skills. Entrepreneurial minded and self-sufficient. Ability to work and thrive in a collaborative professional team environment. Ability to partner with client’s other advisors (attorney, accountant); highly respected by external professional advisor community.
Submit resumes with cover letter.
600 Peachtree Street, NE
Atlanta, GA 30308