Wealth Advisor

Lyneer Search Group ·lyneersearch.com

Location Atlanta, GA, US
Work type Hybrid
Type Full time
Level Mid
Source Shazamme
Finance
Apply direct

Senior Wealth Advisor


Hybrid Office Policy - 1 day/ week working from home


Position Summary 


We are looking for an experienced Wealth Manager to deliver a high level of personalized, attentive service to our clients, serving as a primary resource for all financial needs. You have a passion for making a positive impact on clients’ lives. You are a proactive learner, who produces exceptional results amid varying work demands. As a growing company, our client offers plentiful opportunities for internal growth and career development. You will report to a Partner of the firm.

  

Responsibilities:

     

  • Be a resource for clients on investments, tax planning, estate planning, insurance, education and retirement planning 
  • Conduct in-depth reviews for clients and prospective clients 
  • Develop financial plans and strategies to achieve clients’ unique financial goals 
  • Facilitate meetings with clients and potential clients 
  • Identify opportunities or pitfalls that may be present when it comes to all facets of a client’s financial picture 
  • Keep abreast of the ever-changing landscape of financial planning, including economic, legal, and investment trends, as well as general market developments and business challenges that may impact affluent clients 
  • Actively work with members of the operations, planning and investment teams to create/incorporate best practices 
  • Collaborate with CPAs, attorneys and other Centers of Influence to meet client goals and needs 

 

Qualifications & Skills: 


  • Bachelor’s Degree, preferably in finance or accounting 
  • 7+ years in client facing role • CFP®, CPA or CFA designation required 
  • High level tax planning and estate planning experience preferred 
  • Familiarity with the unique aspects of working with small business owners and physicians 
  • Knowledge of Salesforce, Black Diamond, BNA, eMoney, Fidelity and Schwab platforms a plus 
  • Ability to hit the ground running with building trust and confidence with existing and new clients 
  • Strong knowledge of the RIA, fee-only space 


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Frequently asked questions

Who is hiring for the Wealth Advisor role?
Lyneer Search Group is hiring for the Wealth Advisor position, a Shazamme client. Apply directly on the employer's career site.
Where is the Wealth Advisor job located?
The Wealth Advisor role with Lyneer Search Group is based in Atlanta, GA, US. The role is hybrid-friendly.
Is the Wealth Advisor role remote?
Yes — the Wealth Advisor position at Lyneer Search Group is hybrid. Candidates based in US are preferred.
Is the Wealth Advisor role full-time or contract?
This is a full time position at Lyneer Search Group.
What experience level is the Wealth Advisor role?
The Wealth Advisor position is aimed at mid-level candidates.
How do I apply for the Wealth Advisor role at Lyneer Search Group?
Apply directly on Lyneer Search Group's career page via the Apply button on this listing. ZammeJobs links straight through to the employer's ATS — no third-party form, no resume database.
Apply direct