- Truist (Atlanta, GA)
- …Specific activities may change from time to time. 1. Impact: The Senior Advice and Planning Analyst 's primary purpose is providing complex actionable ... description:** Supports Wealth relationship team in creating and delivering advanced planning advice to current and prospective clients with a primary focus on… more
- Wells Fargo (Atlanta, GA)
- …Wealth & Investment Management. **In this role, you will:** + Provide customized wealth planning advice to clients and prospects, based on deep client discovery ... **About this role:** The Senior Lead Wealth Planning Strategist plays...+ Coach and educate Advisors to independently implement wealth planning advice to other clients + Prioritize… more
- Emory Healthcare/Emory University (Atlanta, GA)
- …Associate Vice President of Financial Planning and Analysis, the Integrated Financial Planning Analyst II monitors and reports on the consolidated budget for ... the Integrated Financial Planning & Analysis Department and members of the senior management team. + Assists in the development of off-cycle funding tracking and… more
- Stantec (Atlanta, GA)
- …leaders. - Proactively partner with clients to identify strategic issues, workforce planning or organizational design challenges and provide advice and expertise ... will need to wear several hats, be a trusted advisor, strategist, consultant, analyst , change agent and coach. Sit alongside and collaborate with business leaders to… more