- Morgan Stanley (Alpharetta, GA)
- …focuses on deepening and growing an existing book of Morgan Stanley relationships. As a* Virtual Client Financial Advisor - Alpharetta, GA*,your primary ... 65; SIE; Trade specialist; Wealth Management; wealth planning **Job:** **Wealth Management* **Title:** * Virtual Client Financial Advisor - Alpharetta,… more
- Truist (Atlanta, GA)
- …holistic financial management. Demonstrates how particular investment solutions match client 's individual needs, using a wide range of investment solutions to ... **Please review the following job description:** Provides investment advice in a virtual environment with an assigned book of business. Consults with clients to… more
- Edward Jones (Marietta, GA)
- …Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call on the ... see them coming a mile away. You and your financial advisor are essential in working together...Financial Advisors are an essential part of the client team, and we rely on their unique experiences,… more
- Deloitte (Atlanta, GA)
- Engagement Financial Advisors Deloitte's Engagement Financial Advisor (EFA) team is comprised of professionals specializing in Deloitte engagement economics ... financial processes, both to individual projects and to client accounts. Recruiting for this role ends on May...31st, 2024 Work you'll do As a Consultant, Engagement Financial Advisor (EFA), you will be responsible… more
- Edward Jones (Marietta, GA)
- …**Job Overview** **If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors ... goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own… more
- SAP (Alpharetta, GA)
- …of benefit options for you to choose from. Apply now! **Digital Solution Advisor Specialist (Finance): SAP Digital Hub** **Location:** Alpharetta, GA SAP Digital Hub ... connect opportunity to a solution with PASSION! **Job Profile** Digital Solution Advisor is a customer-facing role mapping product capabilities to requirements of… more
- Morgan Stanley (Alpharetta, GA)
- …and sales support to both new and existing clients and Financial Advisor teams. *Position Overview*: The * Client Service Associate* is responsible for ... service professional, looking to jumpstart your career in the financial sector? Are you a team player, looking to...and grow within a collaborative organization? The Morgan Stanley Virtual Client Solutions team is seeking a… more
- Deloitte (Atlanta, GA)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: * Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP) + Ability ... What You'll Do As a Tax Senior within the Financial Services arm of our Business Tax Services group,... services industries. You will work directly with the client , manage the tax engagement team, have access to… more
- Truist (Atlanta, GA)
- …teammate will support workload management, and triage and delegate client and advisor operational requests to a virtual team. *This position is required to ... closely with a virtual team to ensure client and advisor requests are fulfilled in...Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent… more
- Morgan Stanley (Alpharetta, GA)
- …responsiblefor directly managing a team of 20 VEAs who support a subset of our Financial Advisor base through either Digital Marketing or Financial Planning ... Management focuses on supporting the growth and overall success of Morgan Stanley Financial Advisors. The Virtual Engagement Associate Program (VEA) was launched… more
- Marriott (Atlanta, GA)
- …in demanding, complex situations, and (3) achieve strong results with illustrated significant financial success. This role is a fully remote position with travel as ... RCLC Brand Voice through strategic messaging (website, social media, client co-marketing opportunities) and thought leadership opportunities (podcasts, brand-aligned… more
- Broadridge Financial Solutions (Atlanta, GA)
- …in person from time to time. You will be a part of the Broadridge Advisor Solutions team using your business analysis skills to listen to clients and translate ... role, and consultation related to best practices, scalability, and advisor site outputs. This role ensures what we deliver...This role ensures what we deliver meets what the client expected while reducing the time from sales to… more
- Black & Veatch (Atlanta, GA)
- …related to area of expertise, where applicable preferred. **Work Environment/Physical Demands** Virtual /Remote Office Environment or Client Site - Travel up to ... function in a lead role, provide subject matter expertise and manage the client engagement while developing and improving Asset Investment Plans and documenting and… more
- Deloitte (Atlanta, GA)
- …technologists working across Operate, AI, and Engineering. We serve as a trusted advisor and managed service provider bringing a mix of capability and capacity ... data services and capabilities required to operate, maintain, and enhance client data ecosystems. Creating integrated, trusted, and high functioning platforms and… more
- American Express Global Business Travel (Atlanta, GA)
- …first call resolution and the highest quality of customer service to GBT financial service firm; corporate clients. It is a high touch service environment, where ... 8:00AM - 8:00PM ET, Monday-Friday. + Act as trusted advisor and consultant to a single or multiple corporate...to jump in and flexibility in shifts to meet client needs. Support other Ovation work, including other Ovation… more
- Deloitte (Atlanta, GA)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... related to renewable energy and sustainability, as well as implement client outreach strategies. Responsibilities will include: + Support renewable energy … more
- Deloitte (Atlanta, GA)
- …If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... and reviewing all related work papers. + Coordinating with client 's tax and finance departments on tax planning and...Tax, JD, and/or LLM + Experience working in a virtual and/or global environment + Passion for leveraging technology… more
- Deloitte (Atlanta, GA)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... projects related to tax planning opportunities. + Coordinating and communicating with client contacts as required to gather information to complete their tax… more
- Pearson (Atlanta, GA)
- …team of 10 who serves as the primary sales contact and trusted business advisor to executive suites at their accounts. Each is a collaborative leader that ... that they become an integral consulting partner for the client C-suite as they seek to meet their internal...to support sales strategy, and confidence using data analytics, financial and business reporting tools to make data-informed decisions.… more
- Elevance Health (Atlanta, GA)
- …as part of consideration for employment. **GBD Personal Guide** + Job Family: CUS > Client Services + Type: Full time + Date Posted:Apr 17, 2024 + Anticipated End ... appropriate programs and offerings. + Acts as a trusted advisor and educator on health care related inquiries. +...+match, stock purchase plan, life insurance, wellness programs and financial education resources, to name a few. Elevance Health… more