Senior Wealth Management Advisor
Confirmed on the employer's own hiring board on Oct 21, 2026. First seen by Alion on Oct 20, 2026.
Senior Wealth Management Advisor
Executive Summary
KLS has been retained by a leading global asset management firm to identify an exceptional Senior Wealth Management Advisor. Operating backed by the extensive resources, research capabilities, and institutional prestige of a premier international firm, this position offers extraordinary financial earning potential and elite operational support for a high-performing wealth management professional in the Metro Atlanta market.
The Opportunity
In this role, you will leverage your expertise to deliver tailored financial strategies and sophisticated investment solutions to high-net-worth and affluent private clients. You will operate as a trusted advisor, driving retail investment sales and expanding regional client relationships within the greater Atlanta metropolitan area.
Key Responsibilities
Client Acquisition & Advisory: Drive business growth through direct retail financial investment sales, targeting affluent individual clients across Metro Atlanta.
Portfolio & Wealth Strategy: Formulate and execute bespoke wealth management, asset allocation, and investment strategies tailored to complex client objectives.
Community & Network Engagement: Actively participate in the local Atlanta business and civic community to foster institutional visibility and referral networks.
Relationship Management: Build and retain long-term, high-trust client relationships supported by top-tier internal operational and research resources.
Required Qualifications & Experience
Proven Track Record: 10 to 30 years of successful sales experience as a Senior Wealth Management Advisor, Vice President, or Financial Advisor at an established investment firm, wealth manager, or banking institution.
Retail Sales Focus: Demonstrated expertise in retail financial investment sales dealing directly with high-net-worth clients (wholesale/institutional sales backgrounds are not applicable).
Community Presence: Deep roots and active engagement within the Metro Atlanta community.
Education: Bachelor’s degree from an accredited four-year institution required; Master of Business Administration (MBA) or relevant industry designations preferred.
Location & Travel: Must currently reside in the Metro Atlanta, GA area. Position requires no overnight travel.
Book of Business: Portable client relationships preferred, but not mandatory for candidate consideration.
What We Offer
Uncapped Earning Potential: Highly competitive base salary ($250,000 - $450,000) supplemented by an aggressive commission structure.
Elite Support System: Full suite of back-office, administrative, technology, and portfolio management resources designed to maximize your time in front of clients.
Work-Life Balance: Local client focus with zero overnight travel requirements.
Comprehensive Benefits: Premium healthcare, retirement plans, and standard executive benefits.
Applicants must be authorized to work in the United States without sponsorship. Relocation assistance is not available for this role.