beyond finance atlanta ga address

At Baker Tilly Wealth Management, we pride ourselves on proactive, responsive and personalized service. We treat you and your values ahead of your wealth.

All our advisors specialize in assisting privately held businesses and their business owners with wealth management consulting. They also cross many client segments including widowers, divorcees, inheriting millennials, corporate executives, lawyers, doctors and even athletes. They cover a variety of industries too, from technology, healthcare, life sciences and real estate to entertainment and aerospace to family office.

Client/family first approach backed by your values

We treat clients as an extension of our families. Our dedicated advisors take the time to understand your values and priorities. As your financial plan changes, so do your investments. Baker Tilly Wealth Management prioritizes you and ensures that your investments align with your life stage and financial planning goals.

Objectivity

Baker Tilly Wealth Management is a fiduciary. Fiduciary responsibility means we always act in our clients’ best interest. We are legally liable, morally driven and results oriented.

Integrated experience

Our clients gain a more holistic experience through the unique collaboration with Baker Tilly private wealth specialists. Together, we provide investment advisory, tax, trust and estate planning and family office services. This holistic approach creates more opportunities to add value for every client.

Unified technology and platform

We utilize a leading investment platform for equities, fixed income and alternative investments. And, we combine this with data aggregation and performance consolidation technology. Together, they provide high-net-worth families with greater capabilities and transparency to all their assets and liabilities.  

Our services for youSuccess can be defined in many ways. Some clients want to achieve a certain rate of return in an investment portfolio. Others want to design a wealth transfer strategy for the next generation.All our advisors offer a range of wealth management consulting services fit for the most simple or complex client relationships.

At Beyond Finance, we’ve made it our mission to help everyday Americans escape the endless cycle of crippling debt and step into a brighter financial future. Through compassionate, individualized care, supportive user-centric technology, and customized financial solutions, we’ve helped over 300,000 clients on their path to a debt-free life.

While we’re proud of what we’ve already accomplished (over $2 billion in resolved debt), we’re searching for new collaborators to help us get to the next level! If you’re looking to join a forward-thinking, rapidly growing organization with helping people as its number one goal, we want to hear from you.

About the Role

We are seeking an experienced Sales Manager to support Beyond Finance’s ambitious growth. You will provide strategic and innovative solutions to increase efficiency within a sales environment. You will work daily with a team of sales representatives (10-25) to monitor their success, mentor, and motivate.

This will be an On-site role at our new Atlanta office, located at 5755 Glen Ridge Dr. 

What You’ll Do

The Sales Manager will be responsible for the success of their team. They will evaluate and enforce daily: Performance Expectations, Behavioral Expectations, Compliance Expectations, Lead Management and Attendance. The Sales Manager will also partake in activities such as, but not limited to: Team Huddles, Live Call Monitoring, Call Reviews, Escalations, Ongoing training and Performance Management. Sales Managers will be assisting with acclimating new hires to the sales environment in a remote setting and will be responsible for their success.

Required Experience

  • Leadership Traits
  • Strong Communication Skills
  • Adaptability
  • Ability to Motivate
  • Financial Literacy
  • Performance Management Experience 
  • Internal Systems experience (Five9, Bedrock, ADP)
  • Experience with maximizing Sales Production (Quotas, Spiffs)
  • Ability to take calls and assist with difficult clients/de-escalation tactics
  • Accountability Management; Hiring, Firing, Coaching, Training, Attendance Tracking

Why Join Us?

While you make a difference for others, we’ll work to make a difference for you, providing an uplifting, collaborative work environment and benefits that reflect your value to us. For eligible full-time employees, we offer:

  • Considerable employer contributions for health, dental, and vision programs
  • Generous PTO, paid holidays, and paid parental leave
  • 401(k) matching program
  • Merit advancement opportunities
  • Career development & training

And finally, our team spirit and culture! We cultivate an environment of community, connection, and belonging across our entire organization.

Beyond Finance does not accept unsolicited resumes from individual recruiters or third-party recruiting agencies in response to job positions.  No fee will be paid to their parties who submit unsolicited candidates directly to Beyond Finance employees or the Beyond Finance HR team.  No placement fee will be paid to any third party unless such a request has been made by the Beyond HR team.

What makes us different?

At Baker Tilly Wealth Management, we pride ourselves on proactive, responsive and personalized service. We treat you and your values ahead of your wealth.

All our advisors specialize in assisting privately held businesses and their business owners with wealth management consulting. They also cross many client segments including widowers, divorcees, inheriting millennials, corporate executives, lawyers, doctors and even athletes. They cover a variety of industries too, from technology, healthcare, life sciences and real estate to entertainment and aerospace to family office.

Client/family first approach backed by your values

We treat clients as an extension of our families. Our dedicated advisors take the time to understand your values and priorities. As your financial plan changes, so do your investments. Baker Tilly Wealth Management prioritizes you and ensures that your investments align with your life stage and financial planning goals.

Objectivity

Baker Tilly Wealth Management is a fiduciary. Fiduciary responsibility means we always act in our clients’ best interest. We are legally liable, morally driven and results oriented.

Integrated experience

Our clients gain a more holistic experience through the unique collaboration with Baker Tilly private wealth specialists. Together, we provide investment advisory, tax, trust and estate planning and family office services. This holistic approach creates more opportunities to add value for every client.

Unified technology and platform

We utilize a leading investment platform for equities, fixed income and alternative investments. And, we combine this with data aggregation and performance consolidation technology. Together, they provide high-net-worth families with greater capabilities and transparency to all their assets and liabilities.  

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Our services for you

Success can be defined in many ways. Some clients want to achieve a certain rate of return in an investment portfolio. Others want to design a wealth transfer strategy for the next generation.

All our advisors offer a range of wealth management consulting services fit for the most simple or complex client relationships. We work with you to make sure we are executing a customized plan to achieve your specific objectives.

The sections below highlight our range of services:

Financial planning 

We help clients make informed financial decisions regarding saving, spending, gifting and legacy planning. Your financial plan enables you to react to the past, engage with the present and be prepared for the future. Our advisors recognize the importance of planning for the life stage you are in, while looking towards the future.

And, we believe that financial planning is the most effective when we cover all the bases. From retirement planning to charitable giving, our team has you covered. Explore our full service listing below.

  • Retirement planning
  • Insurance planning and placement
  • Lending advisory and placement
  • Charitable giving and philanthropy
  • Education planning and funding

Retirement planning

Our advisors can work with you to determine how best to make your assets last throughout your retirement years. This includes determining your retirement plan withdrawal strategies and best use of social security claim tactics.

Investment planning and management

Identifying the best way to manage your investments can be a challenge. Investment management can change as your life does. We have significant expertise managing retail, institutional and retirement portfolios. Our advisors have been successful in navigating different market environments for clients. Each portfolio is tailored to your objectives and constraints considering time horizon, risk tolerance and other short- and long-term objectives.

Once we’ve created your investment plan, our advisors schedule regular meetings to review your portfolio and investment strategy. We help clients:

  • Build investment portfolios to produce risk-adjusted returns through market cycles
  • Identify and source investment opportunities
  • Review and rebalance portfolios
  • Use data aggregation software to provide transparency

With an intimate understanding of your goals, we can also suggest strategies to minimize tax liabilities. Our advisors work directly with you and your CPA to provide tax-efficient investing advice and tax strategies. When it comes to investments, collaboration is key. Our advisors ensure communication with all involved parties is a priority throughout the planning and management process.

We help clients make informed financial decisions regarding saving, spending, gifting and legacy planning. Your financial plan enables you to react to the past, engage with the present and be prepared for the future. Our advisors recognize the importance of planning for the life stage you are in, while looking towards the future.

And, we believe that financial planning is the most effective when we cover all the bases. From retirement planning to charitable giving, our team has you covered. Explore our full service listing below.

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