Senior Relationship Manager
Balentine, Atlanta, GA, United States
Company Description
Balentine is a majority employee‑owned wealth management firm headquartered in Atlanta, Georgia, with an additional office in Raleigh, North Carolina. For over 30 years, Balentine has served business owners and their families with innovative financial planning and investment management solutions. Known for its commitment to clients and community, the firm has received local and national recognition for exceptional service and fostering a high‑performing workplace. Balentine is an SEC‑registered investment adviser, upholding transparency and professionalism in all its practices to help clients achieve their long‑term financial goals.
Role Description This is a full‑time on‑site role located in Atlanta, GA, for an Investment Advisor. The Investment Advisor will be responsible for building relationships with clients, providing tailored financial planning and strategic investment advice, and actively managing client portfolios. The role includes assessing clients’ financial goals, developing customized strategies, conducting market research, monitoring portfolio performance, and maintaining regulatory compliance. Collaboration with internal teams and clear communication with clients will be essential to ensure the delivery of exceptional financial services.
Qualifications
Strong expertise in financial planning, investment management, and portfolio analysis
Knowledge of market trends, financial research, and investment strategies
Excellent communication, client relationship management, and interpersonal skills
Analytical and problem‑solving skills, with attention to detail and accuracy
Proficiency in financial software and tools to support data analysis and portfolio management
Successful completion or progress toward relevant professional designations such as CFP, CFA, or similar
Bachelor’s degree in Finance, Economics, Business Administration, or a related field
Prior experience in investment advisory or financial planning roles is preferred
#J-18808-Ljbffr
Role Description This is a full‑time on‑site role located in Atlanta, GA, for an Investment Advisor. The Investment Advisor will be responsible for building relationships with clients, providing tailored financial planning and strategic investment advice, and actively managing client portfolios. The role includes assessing clients’ financial goals, developing customized strategies, conducting market research, monitoring portfolio performance, and maintaining regulatory compliance. Collaboration with internal teams and clear communication with clients will be essential to ensure the delivery of exceptional financial services.
Qualifications
Strong expertise in financial planning, investment management, and portfolio analysis
Knowledge of market trends, financial research, and investment strategies
Excellent communication, client relationship management, and interpersonal skills
Analytical and problem‑solving skills, with attention to detail and accuracy
Proficiency in financial software and tools to support data analysis and portfolio management
Successful completion or progress toward relevant professional designations such as CFP, CFA, or similar
Bachelor’s degree in Finance, Economics, Business Administration, or a related field
Prior experience in investment advisory or financial planning roles is preferred
#J-18808-Ljbffr