Senior Advisor Consultant, Edward Jones Franklin ResourcesSenior Advisor Consultant, Edward JonesMinnesota, GARemoteMaximizes internal networks and external centers of influence to deepen and enhance relationships with clients via investment advice, communication, and expert/seasoned knowledge of FT products, services, and the market/industry. Franklin Templeton offers employees a competitive and valuable range of total rewards-monetary and non-monetary-designed to support the whole person and to recognize their time, talents, and results.
NewAssociate Wealth Advisor Delta Community Credit UnionAssociate Wealth AdvisorAtlanta, GAServe as a trusted advisor, empowering clients to take meaningful action, simplifying complex financial concepts and helping them understand the steps needed to reach their financial objectives. Collaborate with CFAs and other financial professionals to offer personalized investment management solutions that align with the client''s long-term goals, risk tolerance, and consider their tax budget to ensure a comprehensive financial strategy.
Application Security Advisor / Trainer StratAcuity Staffing Partners IncApplication Security Advisor / TrainerAtlanta, GA$80–$88 / hourIn terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. The position focuses on delivering enablement and training to help developers understand and fix common vulnerabilities, creating self-service documentation, and partnering with security and DevOps teams.
Wealth Advisor III - Atlanta Truist BankWealth Advisor III - AtlantaAtlanta, GeorgiaAdvanced and proven working knowledge of deposit, credit and investment products* Successful background working in a goal based, results-driven, sales environment that uses tools such as leaderboards, pipeline reporting and other sale management tools to be successful* Ability to thrive and be an active participate on a team* Demonstrated proficiency in basic computer applications, such as Microsoft Office software products* Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check Preferred Qualifications:* CFP preferred or CTFA, CFA, CPA, JD or MBA* Completion or enrollment in certification programs such as CFA, CFP, CPWA and CPA* 5 or more years of sales and client management experience in the Wealth Management and demonstrated ability to manage a portfolio of high net worth clients* Graduate of a leadership or management development program (Such as LDP, Banking School) General 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. Ensures that appropriate continuing education requirements are met where needed* 8 or more years of sales and client management experience in Wealth Management and a demonstrated ability to manage a portfolio of high net and ultra-high net worth clients with complex credit and banking needs* Successful track record using interpersonal, sales, presentation and relationship management skills previously demonstrated in the high net worth marketplace* Advanced and reputable credit knowledge with a proven track record working complex credit deals and/or in tandem with a senior credit advisor.*
Credit Advisor - onsite, Atlanta Synovus Financial CorpCredit Advisor - onsite, AtlantaAtlanta, GAComplete all underwriting functions such as financial spreading (if applicable), written analysis, global cash flow analysis, industry analysis, projections, collateral evaluation, and risk rating to provide vital decisioning information to the credit approving team. Perform ongoing, timely calculations and testing of financial covenants, borrowing bases and margin requirements as required; address and communicate any issues that warrant discussion such as defaults, variances from projections, over advances, potential risk rating changes (up or down).
Wealth Advisor, Schwab Wealth Advisory The Charles Schwab CorpWealth Advisor, Schwab Wealth AdvisoryAtlanta, GAClient Experience: Ability to build trust by listening actively, asking thoughtful questions, and clearly translating complex financial concepts into guidance clients can understand and act on. Coachability: Actively seeks, receives, and applies feedback; communicates openly about development needs and adjusts approach to continuously improve advisory effectiveness.
Assistant Solutions Advisor - Assistant Solutions Belay IncAssistant Solutions Advisor - Assistant SolutionsAtlanta, 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.
Senior Manager, Wealth Advisor Charles SchwabSenior Manager, Wealth AdvisorAtlanta, GATime Management: Ability to set an operating cadence for a book of business—prioritizing high-impact activities, coordinating across partners, and proactively communicating tradeoffs, timelines, and next steps—while ensuring service consistency and follow-through on complex, multi-workstream client needs. • Client Experience: Demonstrated ability to lead complex client relationships by diagnosing needs through advanced discovery, navigating sensitive conversations with diplomacy, and influencing decisions by translating sophisticated planning and investment concepts into clear, tailored guidance that drives action and deepens trust.
Sr Manager, Wealth Advisor Schwab Wealth Advisory The Charles Schwab CorpSr Manager, Wealth Advisor Schwab Wealth AdvisoryAtlanta, GATime Management: Ability to set an operating cadence for a book of business-prioritizing high-impact activities, coordinating across partners, and proactively communicating tradeoffs, timelines, and next steps-while ensuring service consistency and follow-through on complex, multi-workstream client needs. Client Experience: Demonstrated ability to lead complex client relationships by diagnosing needs through advanced discovery, navigating sensitive conversations with diplomacy, and influencing decisions by translating sophisticated planning and investment concepts into clear, tailored guidance that drives action and deepens trust.
Senior Wealth Management Advisor - Atlanta Georgia , Full Time (MK) Central Business SolutionsSenior Wealth Management Advisor - Atlanta Georgia , Full Time (MK)Atlanta, GeorgiaJob Category: Sales / Marketing Candidates should have 10-30 years successful sales experience as Senior Wealth Management Advisor or VP, Financial Advisor at an investment firm or financial or banking institution. This position has extraordinary financial potential for a talented Wealth Management Advisor with a record of investment sales achievement.
Strategic Finance Advisor Senior Analyst Acuity IncStrategic Finance Advisor Senior AnalystAtlanta, GAAny unsolicited resumes sent to Acuity Inc. from a third party, such as an Agency recruiter, including unsolicited resumes sent to an Acuity Inc. mailing address, fax machine or email address, directly to Acuity Inc. employees, or to Acuity Inc. resume database will be considered Acuity Inc. property. Report Suspected Fraud: If you receive a suspicious message or believe someone is impersonating Acuity or one of our recruiting partners, please contact +1 877-584-141, option# 0, report the incident to the FTC at ReportFraud.ftc.gov, or to your state attorney general.
Senior Manager or Director, Business and Financial Advisory (Construction) NorthPoint Search GroupSenior Manager or Director, Business and Financial Advisory (Construction)Atlanta, GAJob DescriptionA highly respected and established accounting and advisory firm is seeking a Business and Financial Advisory Senior Manager or Director specializing in Construction to join its Atlanta-based team. What: This role manages complex advisory projects, oversees financial operations, provides strategic guidance, and may serve as an interim or fractional Controller or CFO.When: The position is open for immediate hire.
NewWealth Advisor - Wealth Advisory - Serving Existing Clients - Atlanta, Denver, Minneapolis, or Orlando CliftonLarsonAllen LLPWealth Advisor - Wealth Advisory - Serving Existing Clients - Atlanta, Denver, Minneapolis, or OrlandoAtlanta, GeorgiaPractice Management: Interact with partner areas to help determine servicing requirements, problem solving strategies, and oversee daily, weekly, and monthly client activity; oversee transaction processing, and handle inquiry resolution. CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services.
Wealth Advisor - Wealth Advisory - Serving Existing Clients - Atlanta or Orlando CliftonLarsonAllen LLPWealth Advisor - Wealth Advisory - Serving Existing Clients - Atlanta or OrlandoAtlanta, GAPractice Management: Interact with partner areas to help determine servicing requirements, problem solving strategies, and oversee daily, weekly, and monthly client activity; oversee transaction processing, and handle inquiry resolution. CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services.
Wealth Advisor AprioWealth AdvisorAtlanta, GAAprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services. You will use your knowledge of investments, financial planning, and risk management to both advise current clients on all aspects of their balance sheet and drive new client acquisition, primarily from internal referrals.
Manager, Advisor Support Advisor GroupManager, Advisor SupportAtlanta, Georgia$70,000–$75,000 / yearThe primary objective of the Advisor Support team is to deliver a high degree of personalized service through comprehensive home office support and product education, acting as the primary point of contact between financial professionals and home office functions. Our Advisor Support Specialists focus on taking ownership of the needs of their aligned financial professionals, working to elevate individual experiences, build deeper relationships, and drive customer loyalty.
Structured Lending Advisor II Or III Truist Financial CorporationStructured Lending Advisor II Or IIIAtlanta, GAPlease review the following job description: The Structured Lending Advisor is a geographically (or segment) based, client-facing role, partnering directly with Wealth Advisors to recommend highly customized, complex credit strategies to meet the needs of high net worth and ultra-high net worth clients and prospects. The Structured Lending Advisor partners directly with Wealth Advisors to recommend highly customized, complex credit strategies to meet the needs of high net worth and ultra-high net worth clients and prospects.
Structured Lending Advisor I/Ii Truist Financial CorporationStructured Lending Advisor I/IiAtlanta, GAPlease review the following job description: The Structured Lending Advisor is a geographically (or segment) based, client-facing role, partnering directly with Wealth Advisors to recommend highly customized, complex credit strategies to meet the needs of high net worth and ultra-high net worth clients and prospects. Credit requests have a variety of ownership structures and deal complexity, and could include both owner-occupied and investor-owned commercial real estate, yacht/airplane financing, concentrated stock/highly structured securities-backed and unsecured facilities.
Financial Services Representative - State Farm Agent Team Member Kaitlin PonceFinancial Services Representative - State Farm Agent Team MemberAtlanta, GeorgiaAt Kaitlin Ponce's State Farm Agency we offer a unique model with a base salary , an existing book of clients , and world-class investment products —so you can focus on what you do best: helping people achieve financial confidence. Location: In Office: Qualified candidates (in or near hub location listed) should plan to spend time working in the office with clients as part of our work environment.
Program Manager III, Financial Analysis and Operations, Cloud Supply Chain GoogleProgram Manager III, Financial Analysis and Operations, Cloud Supply ChainAtlanta, GADevelop and advocate financial models and business cases for proposed strategic projects and New Product Introduction (NPI) programs across Cloud Supply Chain (CSCO), collaborating closely with finance and cross-functional teams to ensure accurate cost identification and requirements planning. You will be a pivotal expert in driving financial excellence across Google's massive global data center supply chain while directly engineering the automated tools and AI agents required to execute business case modeling faster and at a greater scale.