Note: The job is a remote job and is open to candidates in USA. ATALNT is a modern, technology-enabled fee-only Registered Investment Advisor platform that supports experienced financial advisors. They are seeking a Senior Wealth Advisor to manage an established book of business while leveraging the firm's infrastructure to grow their practice efficiently.
Responsibilities
- Serve as the primary advisor for your personal book of clients
- Deliver comprehensive wealth management and financial planning services
- Develop customized investment strategies and portfolio solutions
- Build long-term relationships with high-net-worth and mass affluent clients
- Grow your practice through referrals, networking, and business development
- Collaborate with client service, compliance, and operations teams to deliver an exceptional client experience
- Maintain full discretion over your investment philosophy and client strategy
Skills
- Minimum $25M in portable, fee-based Assets Under Management (AUM)
- Active Series 65 or equivalent registration
- Experience advising high-net-worth and mass affluent clients
- Strong relationship management and business development skills
- Entrepreneurial mindset with the ability to operate independently
- Experience with comprehensive wealth management and investment advisory services
Benefits
- Integrated CRM, operations, compliance, and marketing platform.
- Dedicated client service and operational support.
- Built-in compliance and risk management.
- Marketing support, including digital campaigns and content.
- Multi-custodial platform with leading custodians.
- Remote-first environment with optional office access.
- Flexible, remote-first work environment.
- Revenue participation with potential equity opportunities.
Company Overview