Senior Wealth Management Advisor

KLS Workforce Solutions • Atlanta, GA

3d • Onsite

About The Position

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.

Requirements

• 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.
• Demonstrated expertise in retail financial investment sales dealing directly with high-net-worth clients (wholesale/institutional sales backgrounds are not applicable).
• Deep roots and active engagement within the Metro Atlanta community.
• Bachelor’s degree from an accredited four-year institution required.
• Must currently reside in the Metro Atlanta, GA area.
• Applicants must be authorized to work in the United States without sponsorship.

Nice To Haves

• Portable client relationships preferred, but not mandatory for candidate consideration.
• Master of Business Administration (MBA) or relevant industry designations preferred.

Responsibilities

• Drive business growth through direct retail financial investment sales, targeting affluent individual clients across Metro Atlanta.
• Formulate and execute bespoke wealth management, asset allocation, and investment strategies tailored to complex client objectives.
• Actively participate in the local Atlanta business and civic community to foster institutional visibility and referral networks.
• Build and retain long-term, high-trust client relationships supported by top-tier internal operational and research resources.

Benefits

• Highly competitive base salary ($250,000 – $450,000) supplemented by an aggressive commission structure.
• Full suite of back-office, administrative, technology, and portfolio management resources designed to maximize your time in front of clients.
• Local client focus with zero overnight travel requirements.
• Premium healthcare, retirement plans, and standard executive benefits.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior