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.