Wealth Advisor
Job Details
Atlanta/Riverwood 200 - Atlanta, GA
Full Time
4 Year Degree

BT Wealth Management is an independent, fee-only Registered Investment Advisor that provides comprehensive investment management and financial planning services to high-net-worth individuals and families. We take pride in our culture and are looking to add a talented individual seeking to be part of a dynamic, growing wealth management firm.

The position has partnership potential and requires strong written and verbal communication skills, an energetic and positive attitude, and an entrepreneurial mindset.


  • Drive business results by developing, managing and expanding client relationships through referrals and new business development activities
  • Earn clients’ trust by thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
  • Advise clients on all aspects of wealth management including: asset allocation, investment management and wealth planning
  • Serve as a resource for clients with complex wealth management needs and financial planning solutions
  • Exhibit technical knowledge and competency in investment management, retirement and cash flow planning
  • Become an expert of BT Wealth Management’s investment philosophy, private funds and the securities utilized in client portfolios
  • Strong analytical, communication and interpersonal skills
  • Entrepreneurial spirit coupled with an ability to thrive in a team-based and collaborative environment
  • Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
  • Demonstrated client focus, business development and relationship management skills
  • Self-motivated with a commitment to excellence and a high level of integrity
  • Bachelor’s Degree; MBA, JD, or other advanced degree strongly preferred
  • Professional designations: CFP®, CFA, CPA or JD or working towards it
  • Experience working with high-net-worth individuals and families
  • Proven ability to build a multi-million dollar book of business with high-net-worth individuals