Paraplanner, Centralized Planning Ronald Blue & Co.Paraplanner, Centralized PlanningAlpharetta, GASeeks to continually increase knowledge of the financial planning philosophy and biblical principles upon which Blue Trust serves its client base through learning associated scripture memory verses in order to integrate Blue Trust's philosophy into client counsel and services. Role Overview: The Paraplanner, Centralized Planning is responsible for delivering high-quality financial planning analysis and client-ready deliverables that support Advisors and Planners in serving clients effectively and efficiently.
Client Relationship Manager FartherClient Relationship ManagerGreensboro, GAManage day-to-day client care including answering phones, responding to emails, scheduling meetings, following up on action items, and tracking tasks to completion. This role keeps the advisor fully informed and prepared so they can focus on advice and planning, while you make sure clients feel known, cared for, and confident in the firm.
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.*
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.
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.
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.
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 .
Senior Planning Associate Modera Wealth ManagementSenior Planning AssociateAtlanta, GeorgiaFor additional information about Modera, including its registration status, fees, and services and/or a copy of our Form ADV Disclosure Brochure, please contact us or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive impact on the lives of our clients through comprehensive financial planning and intelligent investment management.
Regional Director - Wealth Management VOYA Financial Inc.Regional Director - Wealth ManagementAtlanta, GA$112,000–$140,000 / yearThis position combines business consulting, sales, practice development, and authentic partnership to ensure advisors feel supported, empowered, and connected to the firm's Broker-Dealer and will be accountable for delivering measurable impact on advisor growth and satisfaction. Profile Summary: The Regional Director serves as a leader within the firm's national sales organization, acting as a business partner responsible for deepening advisor relationships, ensuring practice success, and aligning advisor outcomes with the firm's strategic objectives.
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 .
Private Wealth Director Northern TrustPrivate Wealth DirectorAtlanta, GAAs 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. Orchestrate specialists to deliver holistic financial services, including wealth structuring, credit facilities, banking, asset management, budgeting, insurance, charitable giving, wealth transfer, and tax services.
Advisor - Family Office Ronald Blue & Co.Advisor - Family OfficeAlpharetta, GAWith Senior Advisor, supports appropriate diagnoses of the needs of the clients in order to develop and implement excellent financial solutions; actively participates in the timely review of clients' financial information to ensure their goals and objectives are being met. Seeks 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 Trust's approach to client counsel.
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.
HR Manager BELAY - CorporateHR ManagerAtlanta, GA$80,000–$90,000 / yearThis position serves as the operational partner to the Director of Human Resources, translating strategic priorities into effective execution while providing leadership, coaching, and accountability to the HR operations team. The HR Manager is responsible for leading the day-to-day operations of the Human Resources function while ensuring consistent execution of BELAY's people programs and HR services.
Senior Tax Manager, CPA CKH GroupSenior Tax Manager, CPAAtlanta, GACKH is seeking a Senior Manager, Tax Practitioner who is a talented CPA (Certified Public Accountant) with strong leadership values and an entrepreneurial mindset, who will contribute to the growth and direction of our dynamic tax team. Develop and execute a scalable process for integrating acquired tax firms and applying a segmented client model to ensure an ideal client experience.
Tax Manager, Private Client Services bdo consultingTax Manager, Private Client ServicesAtlanta, GA$112,000–$150,000 / yearA Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.
Centralized Brokerage Registered Client Service Associate Truist Financial CorporationCentralized Brokerage Registered Client Service AssociateAtlanta, GAGeneral 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. Exceptional telephone skills and the ability to appropriately interact with clients of all experience levels regarding securities transactions and brokerage accounts.
Brokerage Client Service Associate - Columbus Or Atlanta, Georgia Truist Financial CorporationBrokerage Client Service Associate - Columbus Or Atlanta, GeorgiaAtlanta, GAGeneral 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. Exceptional telephone skills and the ability to appropriately interact with clients of all experience levels regarding securities transactions and brokerage accounts.
Brokerage Registered Client Service Associate Truist Financial CorporationBrokerage Registered Client Service AssociateWarner Robins, GAGeneral 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. Exceptional telephone skills and the ability to appropriately interact with clients of all experience levels regarding securities transactions and brokerage accounts.