- Equitable Advisors (Atlanta, GA)
- …pay for eligible financial professionals, empowering you to establish your career in wealth management Commissions and Bonus : In addition to Stable Pay, ... financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Role Highlights Client Engagement : Build… more
- Goldman Sachs, Inc. (Atlanta, GA)
- …email addresses to apply to additional opportunities About the Team About the division Wealth Management includes Private Wealth Management , Goldman ... About Us About the program Our New Associate Program is a full-time program for individuals...Sachs Ayco and Private Banking, Lending & Deposits. Across Wealth Management , Goldman Sachs helps empower clients… more
- Searchlogic Recruiting, LLC (Atlanta, GA)
- Immediate need for experienced Tax Associate to join leading Wealth Management Services company with office in Midtown Atlanta. Amazing opportunity to work ... with talented Tax CPA professionals. RESPONSIBILITIES: - Complete work papers, tax projections, and tax returns for businesses, trusts, individuals, and private foundations. - Conduct tax research to provide insight to specific client situations. - Prepare… more
- State Street Corporation (Atlanta, GA)
- …Vice President, you will be Supervising and mentor colleagues at the associate levels. Managing client relationships with both client personnel and fund investors. ... Reviewing monthly bank reconciliations and post journal entries. Reviewing quarterly management fee calculations. Review and/or preparation of various client related… more
- Morgan Stanley (Alpharetta, GA)
- …financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees ... Virtual Client Solutions team is seeking a Client Service Associate in our Alpharetta, GA location to help provide...and solutions, such as digital, online access and cash management offerings, that support clients' needs Identify opportunities to… more
- Morgan Stanley (Alpharetta, GA)
- …financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees ... working groups and ad hoc meetings. Effectively supervise activities of an Associate /Analyst. Contributes to mentorship and development of staff to maximize breadth… more
- Equitable (Atlanta, GA)
- Wealth Management Associate - Atlanta, GA (5009) ( 2300003A ) **Primary Location** : UNITED STATES-GA-Atlanta **Organization** : Equitable Advisors ... for eligible financial professionals, empowering you to establish your career in wealth management + **Commissions and Bonus** : In addition to Stable Pay,… more
- Regions Bank (Atlanta, GA)
- …services (insurance, deposits, consumer credit etc.) to affluent clients. The Private Wealth Management Relationship Specialist will be responsible for rendering ... an extraordinarily high level of services to private wealth management clients and supporting the Private...Insurance + Parental Leave + Employee Assistance Program + Associate Volunteer Program Please note, benefits and plans may… more
- Regions Bank (Atlanta, GA)
- …the careers section of the system. **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal ... complies with fiduciary principles + Coordinates client service activities with other wealth management partners + Mentors and coaches junior trust advisors… more
- Fox Rothschild LLP (Atlanta, GA)
- …(2) years of professional work experience, to support the Tax and Wealth Planning Department. **SUMMARY:** The Practice Assistant is a direct support professional ... special projects. **ESSENTIAL FUNCTIONS:** + Manage and process all tax and wealth planning related administrative tasks including: + Communicate with clients and… more
- Fox Rothschild LLP (Atlanta, GA)
- …paralegals, and clients to ensure seamless transfer of information. + Facilitates the management of client specific data to enhance the overall approach to dedicated ... assigned. **QUALIFICATIONS (EXPERIENCE, KNOWLEDGE, SKILLS AND ABILITIES):** **Education:** + Associate 's Degree preferred; Bachelor's Degree a plus; applicable work… more
- BlackRock (Atlanta, GA)
- …whole portfolio investment solutions to Outsourced Chief Investment Officer (OCIO), Fiduciary Management and Wealth Solutions clients as well as Multi-Asset ... **About this role** BlackRock is one of the world's preeminent asset management firms and a premier provider of global investment management , risk management … more
- CIBC (Atlanta, GA)
- …but are not limited to the following: + Initiate and fulfill cash management requests including transaction review and verification of proper processing + Execute ad ... (cash, in-kind, gift letters, Crummey letters) + Assist clients with CIBC Private Wealth Investor Dashboard + Manage clients' quarterly tax payments and annual IRA… more
- BlackRock (Atlanta, GA)
- …and multi-asset. We deliver world-class service to all of our clients, from wealth advisors to family offices to endowments and foundations. **About this Role** We ... are looking for an Associate Product Manager within our Direct Indexing Equity team....This role will work across business teams including Portfolio Management , Trading and Operations to lead business initiatives that… more
- Bank of America (Atlanta, GA)
- …Greater-Atlanta\_25023441) **Job Description:** Merrill Wealth Management is ... a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth … more
- Broadridge Financial Solutions (Atlanta, GA)
- …the Broadridge team. We are looking for a skilled Director, Account Management to establish and nurture enterprise-wide client relationships. Your primary goal will ... minimum of ten years of relevant experience in account management or sales. + 10+ years of trust operations...that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are… more
- WTW (Atlanta, GA)
- …outside service vendors and intermediaries; provides production leadership and sales management ; is responsible for a team of over 140+ colleagues, oversees ... NA leadership with refining the Industry focused model, prioritizing client & associate retention while quickly scaling extraordinary growth + Leads senior client… more
- Carrington (Atlanta, GA)
- … Management System (LMS), online courses within LMS, content and delivery of associate and management development, on-the job training, new hire training, new ... online courses within LMS, content and delivery of overall associate and management development, on-the job training,...United States. Guided by a leadership team with a wealth of industry experience and guided by a consistent… more
- Carrington (Atlanta, GA)
- …+ Strong analytical, problem solving, collaboration and technical skills. + Strong time management skills + Ability to work under pressure and meet deadlines. + ... technical information. + High school diploma or equivalent work experiences required; Associate 's degree preferred. + Three (3) plus years of professional work… more
- Broadridge Financial Solutions (Atlanta, GA)
- …alter or impact our PKI Infrastructure or processes. + Support all domain management tasks, procurements, transfers, and domain record updates. + Bring maturity to ... and troubleshoot all technology areas. + Perform daily certificate life-cycle management tasks, both legacy workflows and Venafi. + Perform incident response… more
