Simplex. · 2 weeks ago
Senior Wealth Advisor / Partner
North Atlanta, GA
Full-time
Onsite
Senior Level, Lead/Staff, Director/Executive
$500K/yr - $600K/yr
15+ years expSimplex is an established Registered Investment Advisor and Financial Life Manager with over $1.5B in Assets Under Management. They are seeking a Senior Wealth Advisor / Partner to lead their Atlanta office, drive new business development, and serve high-net-worth clients with tailored wealth management strategies.
Hiring Manager
Elsbeth DeLeon
Responsibilities
Lead business development initiatives and grow Assets Under Management (AUM) through targeted networking, referrals, and strategic partnerships with centers of influence (e.g., attorneys, CPAs, family offices)
Be the leader for a small, but high impact Atlanta office
Serve as a trusted advisor to high-net-worth individuals, families, and business owners on wealth management strategies including investment management, estate planning, philanthropy, and tax optimization
Manage and grow a book of business by fostering deep client relationships and delivering tailored financial strategies
Partner with internal teams—investment research, tax specialists, estate and trust advisors—to deliver holistic financial solutions
Contribute to the strategic direction of the firm, including governance, culture, client service model, and long-term growth strategy
Mentor, coach, and develop junior advisors to support firm-wide talent development
Uphold the highest standards of compliance, ethics, and fiduciary responsibility
Qualification
Required
15+ years of experience in the Wealth Management industry along with leadership experience
You are a natural leader and excited about building something while growing your career and earnings
Excels at New Business Development and growing AUM
You have an extensive network and are embedded in the community via memberships like Country Clubs or Tennis Club
Active on Boards
Strong Customer / Client services orientation
Benefits
Base/bonus/commission
Dividends
Equity
Company
Simplex.
10 years in third party agency and corporate recruiting with a specialization in IT/Engineering placements in high tech companies.
0-1 employees
Funding
Current Stage
Early StageLeadership Team
Mike Morgan
Partner
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