Wealth Advisor & Rainmaker: Build Your Client Book
kxnAtlanta, GA
Wealth Advisor & Rainmaker: Build Your Client Book
kxnAtlanta, GA
2 days ago
Occupations
Personal Financial AdvisorsSales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelSecurities, Commodities, and Financial Services Sales AgentsIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesAll Other Insurance Related ActivitiesAbout the role
The KXN is seeking a Vice President, Wealth Advisor to lead business development as a true hunter in our fee-only RIA. You will leverage your network to prospect, build relationships, and convert conversations into advisory engagements, with emphasis on self-sourcing and community involvement.
Ideal candidates have CFP credentials, a strong track record in client acquisition, and the drive to establish a meaningful book of business in Atlanta.
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JOB OVERVIEW
Experience level
Manager
Location
Atlanta, GA
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
2 days ago
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