- 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 (Alpharetta, GA)
- …something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on ... with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop...combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financial advisors are driven by… more
- Truist (Atlanta, GA)
- …clients and determine appropriate strategies to meet client needs by recommending financial solutions for Wealth Private Advisor segment clients. b. Help FAs ... and insurance with Wealth segment clients. Located within a virtual , the Wealth Private Advisor will act...act as the point of contact for the Private Client Group Financial Advisors (FAs) within their… more
- Thrivent Financial (Atlanta, GA)
- …advice leadership, training and human resources, to enhance the performance of the virtual advisor team, supporting their personal success in achieving sales ... are met or exceeded, with a strong focus on financial advice & deepening client relationships to...a related field, or equivalent experience. + Required: prior financial advisor experience and multiple years leading… 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
- Morgan Stanley (Alpharetta, GA)
- …Wealth Management comprised of Corporate & Digital Solutions, Morgan Stanley @ Work, Virtual Client Solutions, Reinvestment, and Strategic Client Management. ... Morgan Stanley is a leading global financial services firm providing a wide range of...and address proactively . Able to build long term client relationship; be perceived as trusted advisor … more
- Deloitte (Atlanta, GA)
- …If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Minor ... Technology is transforming tax. Deloitte's Financial Services Tax Transformation practice is at the...features and products, + As an integral part of client engagement teams, oversee internal Deloitte tax team members… more
- Truist (Atlanta, GA)
- …will support workload management, and triage and delegate client and advisor operational requests to a virtual team. ESSENTIAL DUTIES AND RESPONSIBILITIES ... 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
- Lincoln Financial Group (Atlanta, GA)
- …with travel. In this role, you will be the primary liaison to strategic advisor and consultant firms. You will be responsible for developing and implementing a ... plan to achieve sales and retention goals with the advisor firms you cover. In addition, you will have...your assigned firms in partnership with external wholesalers and client service teams. **What you'll be doing** + Develop… 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
- KPMG (Atlanta, GA)
- …trusted advisor + Generate hypotheses from data/information received by client and identify and execute supporting quantitative and qualitative analysis + ... through primary and secondary sources + Design and develop financial models to analyze financial and operational...+ Work location may be in the office, at client sites, or virtual /remote depending on business… 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
- NCR VOYIX (Atlanta, GA)
- …experiences in partnership with the world's leading retailers, restaurants and financial institutions. We leverage our expertise, R&D capabilities and unique ... do. Our mission is to enable stores, restaurants and financial institutions to exceed their goals - from customer...favorite around the corner. Title: Customer Success Partner Location: Virtual Position Summary & Key Areas of Responsibility The… more
- Elevance Health (Atlanta, GA)
- …and exceed clients and brokers expectations. **How you will make an impact:** ** Client and Leadership Interaction:** + Representing and servicing as an advisor ... Collaborate with various teams to identify, address, and effectively resolve client and operational issues, while ensuring minimal disruption to business operations.… more
- Deloitte (Atlanta, GA)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... 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)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... related to renewable energy and sustainability, as well as implement client outreach strategies. Responsibilities will include: + Support renewable energy … more
- Confluent (Atlanta, GA)
- …for a Customer Success Technical Architect (CSTA) to act as a trusted technical advisor and advocate to work with our customers. The primary objective of this role ... + Strong service delivery, time, project and priority management skillsExperience in project financial fundamentals + Love for work in a fast growing and dynamic… more