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.
Wealth Management Portfolio Manager United Community BankWealth Management Portfolio ManagerAtlanta, GeorgiaRemoteFull timeOverview: The Wealth Management Portfolio Manager is responsible for constructing and managing discretionary investment portfolios for high-net-worth individuals and institutions. Additionally, this position supports Private Bankers and Trust Officers on all Investment Management & Trust sales opportunities and client relationship review meetings.
Associate Counsel - Advanced Planning Manulife Financial CorpAssociate Counsel - Advanced PlanningGARemote$128,550–$222,820 / yearThe attorney will provide technical and legal guidance on advanced planning matters, translate complex concepts into practical business solutions, and help expand sales and marketing opportunities while supporting responsible growth and alignment with enterprise legal, compliance and risk frameworks. With knowledge and practical experience in the areas of wealth transfer planning, business succession planning, charitable planning and related tax issues, the associate counsel will work as a trusted partner who can effectively engage across a wide customer network to help navigate and implement sophisticated planning opportunities.
Tax Manager, Wealth Management Aprio Technologies, Inc.Tax Manager, Wealth ManagementAtlanta, GA$121,000–$148,000 / yearAprio, 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. This role is ideal for someone who thrives in a consultative environment, combining deep tax expertise with a strategic mindset to support individuals, simple trusts, and closely held businesses.
Dalton CFP Contractor Instructor CeriFi, LLCDalton CFP Contractor InstructorDalton, GAThorough understanding of Dalton Education content, which includes our books, student handout materials, online learning program, question database, and classroom PowerPoints. Content includes our books, student handout materials, question databases, and the ability to work within the LMS to provide feedback to students.
Tax Manager, Private Client AprioTax Manager, Private ClientAtlanta, GAFull timeAprio, 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. This role is ideal for someone who thrives in a consultative environment, combining deep tax expertise with a strategic mindset to support individuals, simple trusts, and closely held businesses.
Senior Director, Strategic Finance Greenlight Financial Technology IncSenior Director, Strategic FinanceAtlanta, GA$185,000–$235,000 / yearBeyond the traditional finance remit of budgets, forecasts, and monthly/quarterly reporting, this individual will lead the team responsible for new product analysis, collaboration with data analytics, strategic projects, and company-wide planning - and will develop thjs team as the company scales. What you'll bring to the team: 8-10+ years of progressive experience in strategic finance, FP&A, investment banking, private equity, or venture capital, including experience managing and developing people (FinTech or consumer subscription and/or startup experience strongly preferred).
Trader/ Investment Operations Associate Merit Financial AdvisorsTrader/ Investment Operations AssociateAlpharetta, 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. This will include trading mutual funds, exchange traded funds, equities, and individual bonds for client accounts ensuring adherence with Merit’s trade policies and procedures as well as client investment policies.
Wealth Advisor - Delta Community Credit Union LPL Financial ServicesWealth Advisor - Delta Community Credit UnionPeachtree City, GA$81,896.80–$102,371 / yearThis employment opportunity at Delta Community Credit Union in Metro Atlanta, GA would allow you to join the Investment Program at Delta Community Credit Union as a Wealth Advisor associated with LPL Financial. Apply online at: https://deltacommunitycu.csod.com/ux/ats/careersite/24/home/requisition/5354?c=deltacommunitycu .
NewHR Business Partner BELAY - CorporateHR Business PartnerAtlanta, GARemoteFull timeThe HR Business Partner serves as a strategic and consultative partner to leaders across BELAY, providing guidance and support across employee relations, performance management, workforce planning, organizational effectiveness, and employee development. The HR Business Partner builds trusted relationships with leaders, uses sound judgment to navigate complex people matters, and identifies opportunities to strengthen organizational effectiveness and manager capability.
Managing Director, Tax - Private Client FORVIS, LLPManaging Director, Tax - Private ClientAtlanta, GAThe Private Client Tax Managing Director serves as a trusted advisor and member of various client service teams and must possess significant knowledge of taxation compliance and consulting related to personal, partnership, trust, estate, gift, and wealth retention strategies as well as charitable entities managed by ultra-high net worth clients. Forvis Mazars, LLP expressly reserves the right not to consider any unsolicited referrals, resumes or CVs from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.
Loan Officer Caliver Beach MortgageLoan OfficerSavannah, GeorgiaInterested candidates should submit their resume detailing their qualifications and relevant experience to davidc@caliverbeach.com. · Proven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc.
Atlanta Regional Loan Officer Caliver Beach MortgageAtlanta Regional Loan OfficerAtlanta, GeorgiaProven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc. · Analytical mindset with the ability to assess complex financial information.
Staff Product Security Engineer Greenlight Financial Technology IncStaff Product Security EngineerAtlanta, GA$165,000–$185,000 / yearPartner across the organization, sitting in design review with architects, advising product managers and engineering teams on security and compliance implications of new features, briefing executives on emerging AI threats, mentoring junior security engineers and collaborating with the AI team on securing ML pipelines. The Staff Product Security Engineer will drive security review, threat modeling programs, lead penetration testing, manage PSIRT operations, champion secure AI adoption and establish security guardrails for AI powered products and AI assisted development workflows within a highly regulated financial services environment.
Wealth Advisor - Delta Community Credit Union LPL FinancialWealth Advisor - Delta Community Credit UnionPeachtree City, GeorgiaThis employment opportunity at Delta Community Credit Union in Metro Atlanta, GA would allow you to join the Investment Program at Delta Community Credit Union as a Wealth Advisor associated with LPL Financial. FINRA SIE, Series 7 and 66, Life/Accident/Sickness, Variable Products Insurance Licenses, and Long-Term Care Certification required within 120 days of on-boarding .