Hiring: Wealth Management Advisor Company: Next Level Recruiting, LLC Location: Atlanta Metropolitan Area Job Posted Time: 2026-09-16 12:37:26 Target Skills & Keywords : Financial Planning, Microsoft Excel, Microsoft Office, Microsoft PowerPoint, Portfolio Management, Risk Management, SaaS, Wealth Management About the job Experience: •5-10 years of relationship management/sales experience within financial services •10 years of relationship management/sales experience within financial services Required Skills: •Lead and oversee servicing a designated number of clients •Lead and oversee generating business through referral networks, marketing initiatives, COI's and Client referrals •Maintain and expand assigned territory in referral network •Assess, monitor, and report key indicators of business continuity and new business to Senior VP and/or Regional Director •Interface directly with internal team members including portfolio management, operations and financial planning to further the client relationship •Follow-up with clients, document client interactions and client related workflows in contact management system •Participate in firm initiatives developing services, building firm relationships, supporting business development and client retention activities •Engage resources to stay current with information regarding regulatory requirements, financial services, and other functions pertinent to duties Qualifications: •Undergraduate degree required, preferably in business related major •Minimum 5-10 years of relationship management/sales experience within financial services •Extensive knowledge of financial, investment, and risk management concepts •Excellent written and verbal communication skills •Demonstrated interpersonal skills with the ability to work well within a collaborative environment •Demonstrated leadership capabilities •Demonstrated capacity to work independently, self-directed, and exercise discretion without immediate supervision at all times •Demonstrated capacity to multi-task under pressure, prioritize workflow and assignments in a deadline oriented environment •Demonstrated knowledge of CRM software and Microsoft Office including Word, Excel, PowerPoint, Outlook •Employee Team Building Activities Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!