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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 2026-11-04
Job specializations:
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 70000 - 90000 USD Yearly USD 70000.00 90000.00 YEAR
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.
Join us at Power To Fly  as our next Senior Wealth Management Client Services Lead in Atlanta, GA, United States. Please review the full job details above before applying. If your experience matches this role, we encourage you to apply. All applications are reviewed carefully by our team.
Position Requirements
10+ Years work experience
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