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Wealth Management

Senior Wealth Management Client Services Lead

Job in Atlanta, Fulton County, Georgia, 30383, USA
Listing for: PowerToFly
Full Time position
Listed on 2025-12-20
Job specializations:
  • Finance & Banking
    Wealth Management
Job Description & How to Apply Below
A financial services firm is seeking a seasoned Client Service professional in Atlanta to enhance client relationships and support business development. The role requires over 5 years of experience along with active Series 7 and 66 (or 63 and 65) licenses. Candidates should possess strong leadership, organizational, and client service skills. Operating in a dynamic environment, you will help manage client interactions and ensure an exceptional experience.

This position offers a chance to be part of a premier firm committed to diversity and excellence.
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Position Requirements
10+ Years work experience
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