Senior Wealth Advisor

🕒 June 1

🇺🇸 United States – Remote

💵 $100k - $200k / year

⏰ Full Time

🟠 Senior

👻 Ghost score 22%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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ATALNT

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2025

📦 Logistics

🎯 Recruiter

🚗 Transport

Logistics • Recruitment • Transport

ATALNT is a logistics-focused technology and talent solutions firm that helps companies solve workforce and systems challenges. They provide recruitment and IT staffing services (direct hire, contractors, and project staffing), and deliver logistics-specific technology and consulting — including CRM, AI and automation to streamline operations and cut costs. ATALNT also offers related services such as tax & accounting and construction staffing, operating coast-to-coast and internationally for B2B clients.

📋 Description

• Serve as the primary advisor for a personal book of clients, delivering comprehensive wealth management services • Manage and grow client relationships across financial planning, portfolio construction, and ongoing advisory services • Customize client portfolios, including access to traditional and alternative investment solutions • Retain full ownership and discretion over investment philosophy and client strategy • Collaborate with internal client service, compliance, and operations teams to ensure a seamless client experience • Actively grow the practice through referrals, marketing initiatives, and personal business development strategies

🎯 Requirements

• Minimum $25M in portable, fee-based AUM • Active Series 65 or equivalent registration • Proven experience advising high-net-worth or mass affluent clients • Strong client relationship management and business development skills • Entrepreneurial mindset with the ability to operate independently

🏖️ Benefits

• Fee-only registered investment advisory platform • Multi-custodial model • Remote and flexible work environment • Venture-backed, growth-stage firm