Seeking a Vice President, Investment Strategist to join the Wealth Management team in Atlanta, GA.
Develop and implement investment strategies based on market research to meet client goals.
Collaborate with Wealth Advisors to craft personalized financial plans, including cash flow, investment, and retirement strategies.
Communicate complex wealth plans, market insights, and strategies to clients and internal stakeholders.
Monitor market trends and adjust strategies to optimize opportunities and manage risks.
Requirements include a Bachelor's degree (advanced preferred), 2-5 years of experience, CFP or CFA preferred, strong analytical and communication skills, and proficiency in financial tools.
Offers competitive compensation, benefits, flexible resources, and a supportive culture.
Equal Opportunity Employer.