Job Details

Senior Wealth Advisor

Company name

Organization Type


Job Type

Non-practicing Attorney

Date Last Verified

Jul 25, 2021

Valid Through

Nov 07, 2021

Posted on

Apr 30, 2014

Years of Experience

Min 10 yrs required


Atlanta, GA, United States

Employment Type



Practice Area
Trusts and Estates >> Trusts and Estates
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Senior Wealth Advisor
Duties: Serve as primary resource for clients with complex needs around financial planning, investments, insurance, tax management, executive compensation, retirement analysis, estate planning, philanthropy and business succession planning. Think both strategically and tactically, identify solutions appropriate for each client’s situation, and design, implement and manage the planning process. Responsible for developing and strengthening client relationships. Develop niche expertise in certain business segments and serve as a resource to the firm in that area.

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.

Additional info

Submit resumes with cover letter.

Company info

Jeff Peller
600 Peachtree Street, NE
Suite 2700
Atlanta, GA 30308

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