Investment Advisor III The PNC Financial Services Group IncInvestment Advisor IIIAtlanta, GAPNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
Investment Advisor Capital Investment AdvisorsInvestment AdvisorAtlanta, GAFull timeOur tight-knit team has a mix of financial advisors, investment professionals, customer service managers and associates, operations specialists, and business operations personnel working together to help create the best possible experience for our clients. We are a fee-only financial advisory and portfolio management firm headquartered in Atlanta with offices throughout the U.S. Our advisors in Georgia, Florida, Colorado, Texas, and Arizona provide clients with a full range of financial advice.
Chief Compliance Officer (CCO) for Truist Investment Services, Inc. and Truist Advisory Services, Inc. Truist Financial CorpChief Compliance Officer (CCO) for Truist Investment Services, Inc. and Truist Advisory Services, Inc.GA$200,000–$290,000 / yearRIA expertise and coordination: Provide compliance leadership for advisory activities within an SEC-registered RIA framework (including Advisers Act obligations such as disclosures, conflicts management, Code of Ethics oversight, and best execution), and coordinate broker-dealer/RIA requirements to promote consistent client outcomes and a cohesive control environment. Please review the following job description: The Chief Compliance Officer (CCO) for Truist Investment Services, Inc. and Truist Advisory Services, Inc. is responsible for leading an integrated broker-dealer and SEC-registered registered investment adviser (RIA) compliance program and serving as the primary regulatory-facing executive for the firms.
Financial Advisor Merit Financial AdvisorsFinancial AdvisorAlbany, GABest Places To Work for Financial Advisors 2018-2024: Best Places to Work for Financial Advisors 2018, 2019, 2020, 2021, 2022, 2023, and 2024 – Recognized firms were required to be a registered investment advisor (RIA) that has been in business at least one year and having a minimum of 15 full-time/part-time employees. Inc 5000 2019, 2020 & 2021: The Wilshire 5000 Total Market Index, which consists of more than 5000 companies, represents virtually all of the capitalization of the entire U.S. stock market.
NewFinancial Advisor - Atlanta Merit Financial AdvisorsFinancial Advisor - AtlantaAtlanta, GABest Places To Work for Financial Advisors 2018-2024: Best Places to Work for Financial Advisors 2018, 2019, 2020, 2021, 2022, 2023, and 2024 – Recognized firms were required to be a registered investment advisor (RIA) that has been in business at least one year and having a minimum of 15 full-time/part-time employees. Inc 5000 2019, 2020 & 2021: The Wilshire 5000 Total Market Index, which consists of more than 5000 companies, represents virtually all of the capitalization of the entire U.S. stock market.
Financial Advisor - Wealth Management Merit Financial AdvisorsFinancial Advisor - Wealth ManagementAlbany, GABest Places To Work for Financial Advisors 2018-2024: Best Places to Work for Financial Advisors 2018, 2019, 2020, 2021, 2022, 2023, and 2024 – Recognized firms were required to be a registered investment advisor (RIA) that has been in business at least one year and having a minimum of 15 full-time/part-time employees. Inc 5000 2019, 2020 & 2021: The Wilshire 5000 Total Market Index, which consists of more than 5000 companies, represents virtually all of the capitalization of the entire U.S. stock market.
J.P. Morgan Wealth Management - Private Client Investment Associate - Alpharetta, GA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Alpharetta, GAAlpharetta, GAAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Sr Investment Associate Northern Trust CorpSr Investment AssociateAtlanta, GAResponsible for supporting risk and compliance requirements for the team, including working diligently to mitigate losses due to error and being mindful of possible contingencies Coordinating and/or supporting investment or client service teams' monthly Compliance (REV) and New Account Review processes and documentation (as directed by supervisor). As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions.
Senior Wealth Advisor - The Baldwin Group Financial Services The Baldwin Group Insurance Holdings, LLCSenior Wealth Advisor - The Baldwin Group Financial ServicesGAAs a Wealth Management Financial Advisor, you will build and deepen client relationships, deliver comprehensive planning, and manage portfolios using Baldwin's integrated advice platform. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.
Financial Advisor Northwestern MutualFinancial AdvisorSavannah, Georgia$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Financial Solutions Advisor Registration Candidate - NE Georgia Market Bank of America CorpFinancial Solutions Advisor Registration Candidate - NE Georgia MarketAtlanta, GAMerrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients.
Financial Solutions Advisor - NE Georgia Bank of America CorpFinancial Solutions Advisor - NE GeorgiaChamblee, GAWorks with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions • Recommends banking and investments strategies that align with client financial goals and needs • Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds • Mitigates and controls risk as part of daily activities • Identifies and engages potential new clients through referrals or financial center clientele • Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended. • Advisory • Account Management • Client Experience • Branding • Customer and Client Focus • Oral Communications • Issue Management • Client Solutions Advisory • Pipeline Management • Active Listening • Attention to Detail • Risk Management • Policies, Procedures, and Guidelines • Client Management • Causation Analysis • Written Communications.
Associate Wealth Advisor Waverly AdvisorsAssociate Wealth AdvisorAtlanta, GeorgiaDevelop personalized financial plans and budgets based on clients’ needs, incorporating investment strategies, retirement planning, tax planning, estate planning and risk management to achieve their financial goals. As an Associate Wealth Advisor, you will play a key role in providing comprehensive financial planning services to our clients, helping them achieve their financial goals, and secure their financial future.
NewAssistant Solutions Advisor BELAY - CorporateAssistant Solutions AdvisorAtlanta, GAFull timeThis position serves as a consultative sales partner to prospective clients, helping business leaders identify operational and administrative challenges and align BELAY's Assistant Solutions offerings to support business growth and efficiency. This role focuses on generating, developing, and closing new business opportunities through outbound business development, strategic partnerships, networking, and relationship-driven sales activities.
Defined Contribution Investment Director The PNC Financial Services Group IncDefined Contribution Investment DirectorAtlanta, GA$80,000–$241,800 / yearIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Senior Associate, Investment Consulting Willis Towers Watson PLCSenior Associate, Investment ConsultingGA$90,000–$120,000 / yearCompany Benefits: WTW provides a competitive benefit package which includes the following (eligibility requirements apply): Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program). These services include: strategic setting of investment objectives, strategic asset allocation, investment management structures, manager selection, performance measurement and evaluation, investment manager monitoring, custodian selection, transition advice, statements of investment policy, and global research services.
Merrill Advisor Development Program - Financial Advisor: Atlanta Buckhead & Associates Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Atlanta Buckhead & Associates MarketAtlanta, GAOur Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Back to search results Merrill Advisor Development Program - Financial Advisor: Atlanta Buckhead & Associates Market Atlanta, Georgia; Atlanta, Georgia; Alpharetta, Georgia Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
J.P. Morgan Wealth Management - Private Client Advisor - Savannah, GA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Savannah, GASavannah, GAUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Fort Oglethorpe, GA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Fort Oglethorpe, GAFort Oglethorpe, GAUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Atlanta, GA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Atlanta, GAAtlanta, GAUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of Americas households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Marietta, GA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Marietta, GAMarietta, GAUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
NewAssistant Solutions Advisor - BELAY BelayAssistant Solutions Advisor - BELAYAtlanta, GeorgiaThis position serves as a consultative sales partner to prospective clients, helping business leaders identify operational and administrative challenges and align BELAY's Assistant Solutions offerings to support business growth and efficiency. This role focuses on generating, developing, and closing new business opportunities through outbound business development, strategic partnerships, networking, and relationship-driven sales activities.
NewAssistant Solutions Advisor Belay IncAssistant Solutions AdvisorAtlanta, GA$80,000–$85,000 / yearThis position serves as a consultative sales partner to prospective clients, helping business leaders identify operational and administrative challenges and align BELAYs Assistant Solutions offerings to support business growth and efficiency. This role focuses on generating, developing, and closing new business opportunities through outbound business development, strategic partnerships, networking, and relationship-driven sales activities.
Merrill Advisor Development Program - Financial Advisor: Columbia, SC Merrill Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Columbia, SC Merrill MarketMacon, GAEffectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences helping to create a work community that is culture driven, resilient, results focused and effective.
J.P. Morgan Wealth Management - Private Client Advisor - Marietta, GA JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Marietta, GAMarietta, GAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Suwanee, GA JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Suwanee, GASuwanee, GAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Wealth Advisor, Guided Investing (Atlanta, GA) Mercer AdvisorsWealth Advisor, Guided Investing (Atlanta, GA)Atlanta, GeorgiaThe Wealth Advisor, Guided Investing, focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario.
Merrill Advisor Development Program- Financial Advisor: Southeast Coastal Market Bank of America CorpMerrill Advisor Development Program- Financial Advisor: Southeast Coastal MarketSavannah, GAEffectively prioritizing sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture-driven, resilient, results-focused, and effective.
Virtual Financial Advisor - National Remote Thrivent Financial for LutheransVirtual Financial Advisor - National RemoteGARemote$24.03–$26.44 / hourSuccessful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles. Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs.
Virtual Financial Advisor - Atlanta Thrivent Financial for LutheransVirtual Financial Advisor - AtlantaAtlanta, GA$24.03–$26.44 / hourSuccessful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles. Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs.
Financial Solutions Advisor - Northwest Atlanta Market Bank of America CorpFinancial Solutions Advisor - Northwest Atlanta MarketAlpharetta, GAKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.• Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.•
NewFinancial Solutions Advisor- Ponce De Leon Financial Center Bank of America CorpFinancial Solutions Advisor- Ponce De Leon Financial CenterAtlanta, GAKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.• Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.•
Investment Associate Capital Investment AdvisorsInvestment AssociateAtlanta, GAFull timeOur tight-knit team has a mix of financial advisors, investment professionals, customer service managers and associates, operations specialists, and business operations personnel working together to help create the best possible experience for our clients. We are a fee-only financial advisory and portfolio management firm headquartered in Atlanta with offices throughout the U.S. Our advisors in Georgia, Florida, Colorado, Texas, and Arizona provide clients with a full range of financial advice.
Family Office Advisor – Faith-Based Wealth Management CollydeFamily Office Advisor – Faith-Based Wealth ManagementAlpharetta, GeorgiaIn this role, you’ll support and partner with a Senior Advisor to serve complex, affluent families—helping them align their finances, stewardship, and legacy with biblical principles. Support the Senior Advisor in delivering excellent, faith-based counsel that integrates biblical principles into investment, planning, and life stewardship conversations.
NewCentralized Brokerage Registered Client Service Associate SunTrust Investment ServicesCentralized Brokerage Registered Client Service AssociateAtlanta, GAExceptional telephone skills and the ability to appropriately interact with clients of all experience levels regarding securities transactions and brokerage accounts. Assist Financial Advisors in servicing clients including preparing financial plans, conducting investment research and completing client trades and transactions.
Centralized Brokerage Registered Client Service Associate Truist Financial CorpCentralized Brokerage Registered Client Service AssociateAtlanta, GADemonstrated experience in a call center or brokerage office environment, preferably focusing on outbound sales calls.\n \nGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. This includes administrative and operational support, business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable.\n \nESSENTIAL DUTIES AND RESPONSIBILITIES\n \nFollowing is a summary of the essential functions for this job.
Financial Advisor Edward D Jones & Co LPFinancial AdvisorConyers, GA$45,000–$100,000 / yearWe know that building a business takes time, so weve built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems, and business practices you need to succeed in our client-first business model. Build relationships to create new clients via face-to-face and virtual sourcing strategies, residential business networking, introductions, and referrals, social media, and speaking engagements.
Closely Held Business Advisor III The PNC Financial Services Group IncClosely Held Business Advisor IIIAtlanta, GA$65,000–$172,250 / yearIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
Private Client Advisor II Bank of AmericaPrivate Client Advisor IIAtlanta, GeorgiaThe Private Client Advisor leads the client management process (CMP) and partners across the enterprise to provide a branded client experience (BCE), including access to the full array of Private Bank and Bank of America capabilities and services, to meet specific client needs. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Financial Solutions Advisor- Peachtree City Bank of AmericaFinancial Solutions Advisor- Peachtree CityPeachtree City, GeorgiaKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Responsibilities: • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Financial Solutions Advisor II- Consumer Investments-Alpharetta market Bank of AmericaFinancial Solutions Advisor II- Consumer Investments-Alpharetta marketAlpharetta, GeorgiaKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Responsibilities: • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Advisor - Family Office Blue Trust IncAdvisor - Family OfficeAlpharetta, GASeeks to continually increase knowledge of biblical financial principles and scripture memory verses in order to integrate this knowledge into all phases of client conversations and services and in a manner consistent with Blue Trusts approach to client counsel. Principal Accountabilities: Business Development - Demonstrates a growing ability to create and seize business development opportunities through client engagement and involvement in spheres of influence to further the mission of the Company and have increasing impact in the lives of both current and potential future clients lives.
Registered Client Service Associate Morgan StanleyRegistered Client Service AssociateAtlanta, GAOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. ADMINISTRATIVE SUPPORT: Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed).
Registered Client Service Associate- Atlanta, GA Raymond James Financial IncRegistered Client Service Associate- Atlanta, GAAtlanta, GAThe ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA).
Registered Client Service Associate (Alpharetta, GA) Raymond James Financial IncRegistered Client Service Associate (Alpharetta, GA)Alpharetta, GAThe ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA).
Registered Client Service Associate AmeripriseRegistered Client Service AssociateAlpharetta, GeorgiaAs a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials for client meetings, leverage your analytical skills to build financial plans, and lead client interactions to retain and develop deeper relationships. Provide general administrative duties such as answering the advisors’ phone, processing expense management reports, preparing routine client correspondence, supporting closes, setting up client documents and new business correspondence and alerts.
NewWealth Management Specialist - Non-Registered Bank of America CorpWealth Management Specialist - Non-RegisteredAtlanta, GAResponsibilities:Provides quality client service and effective operations support by resolving client issues and analyzing data to address risk issues and trendsEscalates issues and provides resolution on complex inquiries, requests, and problems related to client concernsDocuments client interactions and provides team members with time sensitive updatesAttends client review meetings to capture notes, document in Salesforce, and tracks all actions/activities to ensure the highest level of client service is providedProvides advice and assists with training for team membersRequired Qualifications:Either Series 7 and 66 licenses or Series 7, 63 and 65 licenses; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
Sr. Director, RIA Partnerships GridlineSr. Director, RIA PartnershipsAtlanta, GeorgiaRemoteAs a ledger-native system of record, Gridline provides a single source of truth that tracks the entire investment lifecycle down to the transaction layer, enabling RIAs, family offices, and private banks to manage their private markets business in one place. This is an externally facing role for an experienced seller who understands the specific nuances of how RIAs buy technology that serves as the core engine to build, launch, run, and manage private market vehicles.
Director, RIA Partnerships GridlineDirector, RIA PartnershipsAtlanta, GeorgiaRemoteAs a ledger-native system of record, Gridline provides a single source of truth that tracks the entire investment lifecycle down to the transaction layer, enabling RIAs, family offices, and private banks to manage their private markets business in one place. This is an externally facing role for an experienced seller who understands the specific nuances of how RIAs buy technology that serves as the core engine to build, launch, run, and manage private market vehicles.
DIRECTOR, INTEGRATIONS Cresset Capital Management LLCDIRECTOR, INTEGRATIONSAtlanta, GA$160,000–$180,000 / yearWorking closely with internal stakeholders and incoming teams, this individual will deliver a consistent, high-quality advisor and client experience while helping to build and scale Cresset's integration capabilities, contributing to the firm's continued growth. Recognized by Barron's and Forbes among the nation's top RIA firms, and as one of the industry's best places to work,* Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived.