- Bank OZK (Atlanta, GA)
- …& Scope Leads strategy, sales, and administration for the Bank's institutional wealth business - encompassing employer-sponsored retirement plans (401(k), ... CFA(R), or AIF(R) certification preferred. + 10+ years of experience in institutional wealth , retirement plan management, or investment management, required.… more
- Principal Financial Group (Atlanta, GA)
- **What You'll Do** We have an opportunity to drive sales activities for our Institutional Wealth management within the RIA channel throughout the SE Region. This ... position partners closely with the Internal Wholesaler within territory for collective success in building RIA relationships. Accountable for achieving sales targets and maintaining relationships within the channel covering our ETF's, Separately Managed… more
- Truist (Atlanta, GA)
- …job description:** Provides in-office client and advisor support to a team of Wealth Advisors managing a portfolio of high net-worth clients. Closely works with ... support. 8. Escalate potential at-risk relationships to advisor/regional managing director . 9. Serve as the on-site local contact for.... 9. Serve as the on-site local contact for wealth support advisory org teammates and leadership. 10. Maintain… more
- Truist (Atlanta, GA)
- …job description:** Provides in-office client and advisor support to a team of Wealth Advisors managing a portfolio of high net-worth clients. Closely works with ... support. + Escalate potential at-risk relationships to advisor/regional managing director . + Serve as the on-site local contact for.... + Serve as the on-site local contact for wealth support advisory org teammates and leadership. + Maintain… more
- JPMorgan Chase (Atlanta, GA)
- …are responsible for advising families on building, preserving and managing their wealth . You will use your knowledge of investments, financial planning, credit and ... acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you… more
