Wealth Advisor – Ultra High Net Worth Clients

Exciting opportunity to join a top multi-family office at one of their flagship offices in Atlanta. This role will work directly with ultra-high net worth clients and there will be excellent opportunities for career growth and development:

Responsibilities:

· Maintain direct contact with clients related to investments

· Analyze client portfolios to align with investment needs/goals

· Review client accounts for basic compliance

· Meet with clients in person

· Oversee tax related issues

· Related tasks

Requirements:

· Bachelors degree (masters preferred) from a top university

· Internship or 5-8 years of relevant experience

· Strong attention to detail

· Excellent communication skills