Senior Wealth Advisor

🕒 June 1

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ATALNT

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2025

🎯 Recruiter

🚗 Transport

🤝 B2B

Recruitment • Transport • B2B

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