Wealth Management Associate Advisor

At Prehmus Financial, a BIP Wealth Company, we serve as the general contractor for our clients’ financial lives—coordinating every detail to ensure a cohesive, comprehensive plan. Our clients benefit from the best of both worlds: the personalized attention and agility of a boutique firm, combined with the depth and institutional strength of a larger organization. We are seeking a Relationship Manager who thrives in a high-touch, client-centered environment and brings the technical expertise required to manage complex financial operations with precision.

The BIP Wealth Associate Advisor is a key member of a growing team in one of the Southeast’s leading wealth management firms. The Associate Advisor supports an Advisor to ensure delivery of an exceptional client experience to High-Net-Worth families through timely and value-added responses to client inquiries; by providing clients with comprehensive financial advice, financial planning, and wealth management services; and by expertly curating private market opportunities.

The successful candidate will embody the highest standards of integrity, enthusiasm, and organization.

• Provide clients with comprehensive financial advisory and wealth management services
• Evaluate clients’ financial situation and identify investment objectives through a comprehensive and customized financial planning process
• Recommend appropriate solutions and monitor portfolios for changes and adjustments in client needs and objectives
• Provide sophisticated wealth management services to address client needs by assessing clients’ assets, liabilities, cash flow, insurance coverage, tax status and financial objectives and values to establish financial goals and investment strategies
• Curate private market opportunities in line with client objectives and tolerance for risk
• Support the PWA in various projects, including assisting with client meetings, completing portfolio reviews and preparing financial projections
• A working knowledge of portfolio allocation methods and investment management is expected
• Experience in the development of personal financial plans
• Solid investment management skills, including construction and implementation of investment portfolios for High-Net-Worth investors
• Excellent project management skills; organized and detail oriented
• Ability to respond expeditiously to client needs while managing competing priorities
• Act as a problem solver using strong analytical skills as well as excellent verbal and written communication skills
• Able to work well in a team environment with the willingness to share information, find solutions and develop new skills and knowledge
• Advanced Microsoft Office and Adobe skills including Outlook, Word, and Excel
• Bachelor’s degree, Series 65 certification (or equivalent), and experience in the financial services industry is required
• Experience with e-signature platforms, financial planning software, and Fidelity, Schwab, and/or Inspria advisor interfaces is highly desirable

We believe in providing a stable, long-term career path for those who value relationship-building.

• Competitive Salary: Commensurate with past work experience and skills.
• Revenue Sharing: Incentives for any referred clients.
• Comprehensive Benefits: Full medical, dental, and vision packages.
• Flexibility: A professional but flexible work environment with a "no limit" PTO policy.
• In-Office Fellowship: We value the synergy of our Buckhead, Alpharetta, Columbus, Nashville, and Peachtree Corners office environments.

Prehmus Financial Partners and BIP Wealth are Equal Opportunity Employers.