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Manager Remote Wealth Management Jobs in Georgia

Huntington

Private Bank Wealth Advisor III

Atlanta, GA · On-site +1

The Private Bank Wealth Advisor III is the primary client relationship manager in the Huntington ... Remote roles will also have the opportunity to come together in our offices for moments that matter.

Huntington

Private Bank Wealth Advisor III

Atlanta, GA · On-site +1

The Private Bank Wealth Advisor III is the primary client relationship manager in the Huntington ... Remote roles will also have the opportunity to come together in our offices for moments that matter.

Huntington

Private Bank Wealth Advisor III

Atlanta, GA · On-site +1

The Private Bank Wealth Advisor III is the primary client relationship manager in the Huntington ... Remote roles will also have the opportunity to come together in our offices for moments that matter.

Farther

Client Relationship Manager

Greensboro, GA · On-site +1

... tailored wealth management experience. Farther's founders are leaders and innovators from the ... Experience managing workflows between in-office and remote service teams Why Join Us * Competitive ...

HMG Careers

Sales Manager Remote

Edge Hill, GA · Remote

$69K/yr

Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers flexible work hours and clear paths for advancement into leadership and management. You will work ...

HMG Careers

Sales Manager Remote

Atlanta, GA · Remote

$69K/yr

Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers flexible work hours and clear paths for advancement into leadership and management. You will work ...

HMG Careers

Sales Manager Remote

Savannah, GA · Remote

$69K/yr

Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers flexible work hours and clear paths for advancement into leadership and management. You will work ...

HMG Careers

Sales Manager Remote

GA · Remote

$69K/yr

Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers flexible work hours and clear paths for advancement into leadership and management. You will work ...

HMG Careers

Sales Manager Remote

Bristol, GA · Remote

$69K/yr

Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers flexible work hours and clear paths for advancement into leadership and management. You will work ...

HMG Careers

Sales Manager Remote

Decatur, GA · Remote

$69K/yr

Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers flexible work hours and clear paths for advancement into leadership and management. You will work ...

HMG Careers

Sales Manager Remote

Macon, GA · Remote

$69K/yr

Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers flexible work hours and clear paths for advancement into leadership and management. You will work ...

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All JobsWealth Management JobsManager Remote Wealth Management JobsManager Remote Wealth Management Jobs in Georgia

Manager Remote Wealth Management information

What is the difference between Manager Remote Wealth Management vs Financial Advisor?

AspectManager Remote Wealth ManagementFinancial Advisor
CertificationsCFP, CFA, Series 7/66CFP, Series 7/66 often preferred
Work EnvironmentRemote, client-facing, team collaborationRemote or in-office, client consultations
Employer & Industry UsageFinancial firms, banks, wealth management companiesIndependent or firm-based financial services

While both roles involve managing client assets and providing financial advice, a Manager Remote Wealth Management typically oversees teams and strategies remotely within a wealth management firm, focusing on high-net-worth clients. A Financial Advisor directly advises clients on investments and financial planning, often working independently or within firms. The certifications and work environments overlap, but their primary responsibilities differ in scope and leadership level.

What are the most commonly searched types of Remote Wealth Management jobs in Georgia? The most popular types of Remote Wealth Management jobs in Georgia are:
What cities in Georgia are hiring for Manager Remote Wealth Management jobs? Cities in Georgia with the most Manager Remote Wealth Management job openings:
Manager Remote Wealth Management jobs near you

Private Bank Wealth Advisor III

Huntington

Atlanta, GA • On-site, Remote

Full-time

Re-posted 12 days ago

Job description

Description

Summary:

The Private Bank Wealth Advisor III is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing a high-net-worth client's Wealth Plan.

Duties and Responsibilities:

  • Builds relationships with existing and new clients and coordinates the involvement of other specialists to fulfill the client's Wealth Plan with a strong focus on capturing assets under management, loans, and deposits.
  • Self-acquires new business by being active and well connected in the community and with external centers of influence.
  • Responsible for providing legendary client service to retain client relationships.
  • Builds strong relationships across all Huntington business segments to deepen client relationships.
  • Works with relationships of moderate to high complexity.
  • Knowledgeable on key compliance and regulatory requirements.
  • Performs other duties as assigned.

Basic Qualifications:

  • Bachelor's Degree
  • State Life and Health Licenses required to be obtained within 90 days of hire
  • At least 5 years of wealth management/financial advisory/sales/relationship management experience in banking, investment management, or insurance products and services for high or ultra-high net worth clients.
  • NOTE: This position may be considered to be a Mortgage Loan Originator under the SAFE Act and Loan Originator under the Truth in Lending Act. If applicable, registration and additional qualifications required.

Preferred Qualifications:

  • Securities and life insurance licenses.
  • Demonstrated success working with high net worth clients.
  • Proven ability to build strong relationships with clients.
  • Excellent written and verbal communication skills.
  • Ability to multi-task.


Exempt Status: (Yes= not eligible for overtime pay) (No= eligible for overtime pay)

Yes

Workplace Type:

Office

Our Approach to Office Workplace Type

Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.

Huntington is an Equal Opportunity Employer.

Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.

Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

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