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Atlantic Wealth Management, LLC, is an independent, full-service investment management firm focused intently on the growth and protection of our clients' hard-earned wealth through our established process. We value lifelong relationships while providing the highest level of personal service and intimacy one would expect from a boutique financial services firm. By first understanding what is truly most important to each of our clients and their family, we can then develop a plan designed to last for generations. It is our belief that we are called to be the light in our community by loving and caring for others. Our faith in God forms the cornerstone to everything we do - personally and professionally.
We are looking to add a Relationship Manager (RM) to our team. The RM is an implementer and will manage 100-175 relationships. In effect, they manage the assigned clients' portfolios as if he/she is the Financial Advisor (FA) (similar to a PA for a Physician and a Paralegal for an attorney).
RM will manage assigned client relationships and provide excellent service to ensure overall objectives are met related to clients' financial goals.
RM Qualifications
The qualified candidate will possess the following traits:
RM Background: consider candidates who might be:
RM Compensation
RM Accountability
This company works in partnership with Remarkable People Solutions to fill this position. Any communication from RPS is done on behalf of this company. All positions are direct hire positions with this company and not with RPS
About the Company:
Atlantic Wealth Management
Full Time
Business Services
$116k-152k (estimate)
02/13/2024
05/09/2024
myatlanticwealth.com
MOREHEAD CITY, NC
100 - 200
2014
Private
GREG PATTERSON
$10M - $50M
Business Services