NewVP; Financial Consultant - Atlanta, GA (Midtown) Charles SchwabVP; Financial Consultant - Atlanta, GA (Midtown)Atlanta, GAAs a Financial Consultant, you’ll combine planning expertise with a thoughtful approach to holistic financial guidance including investing, retirement readiness, and education goals—serving as a trusted partner who guides clients through life’s financial decisions with clarity and empathy. To set you up for success, you’ll complete our comprehensive training through Wealth Management University, a four-week virtual experience led by live facilitators, followed by an immersive weeklong bootcamp to connect with peers and learn from experts.
VP, Financial Consultant - Atlanta, GA (Cobb County) Charles SchwabVP, Financial Consultant - Atlanta, GA (Cobb County)Atlanta, GAOpenness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning. Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation.
Investment Consultant - Atlanta (Buckhead), GA Charles SchwabInvestment Consultant - Atlanta (Buckhead), GAAtlanta, GAYou’ll develop core consulting skills through proactive client outreach, needs-based conversations, and solution positioning—while learning alongside experienced Financial Consultants who provide coaching, mentoring, and real-time feedback. Schwab also supports a “choose your own adventure” approach—empowering you to explore leadership, expanded branch roles, or opportunities across service and support teams.
NewInvestment Consultant - Atlanta, GA (Alpharetta) Charles SchwabInvestment Consultant - Atlanta, GA (Alpharetta)Alpharetta, GAYou’ll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing.
Sr. Consultant, Technical Solutions VisaSr. Consultant, Technical SolutionsAtlanta, GA$127,300–$216,100 / yearVisa is a world leader in payments technology, facilitating transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories, dedicated to uplifting everyone, everywhere by being the best way to pay and be paid. This role works closely with Product, Engineering, Client Services, Operations, and external stakeholders to design, implement, optimize, and support complex payment solutions that enable secure, scalable, and innovative commerce experiences.
Senior Dispute Consultant VisaSenior Dispute ConsultantAtlanta, GA$127,300–$204,100 / yearVisa is a world leader in payments technology, facilitating transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories, dedicated to uplifting everyone, everywhere by being the best way to pay and be paid. The North America VDO Senior Consultant is responsible for managing and advancing Visa’s dispute consulting program, delivering high impact solutions that improve client performance, reduce costs, and enhance the end customer experience.
Sr. Consultant, Client Success VisaSr. Consultant, Client SuccessAtlanta, GA$127,300–$204,100 / yearBuild and sustain a trusted client advocate status with key client stakeholders by proactively executing against forward looking Client Success Plans, in alignment with the Account Team, to track client specific outcomes including a client’s adoption and performance of Visa products purchased. Key Responsibilities: Oversee the implementation of new Visa products the Client purchases by coordinating key Client and Visa teams to expedite implementation readiness activities and steer the client toward getting faster time to value and maximize adoption of deployed products.
Sr. Service Experience Consultant VisaSr. Service Experience ConsultantAtlanta, GA$127,300–$216,100 / yearThe Sr Consultant provides technical expertise, project management and support to the Visa Commercial Services (VCS) Client Service Delivery team and is responsible for efforts to optimize performance of platforms, drive supportability, help prioritize resolution to client problems, client-facing release management, change management, and align external communications. Consultant, Service Experience will focus on Visa Commercial Solutions Embedded Payments and Agentic Commerce and will operate as an individual contributor responsible for driving operational excellence, continuous improvement and client engagement in collaboration with cross-functional partners, primarily focused on the client delivery and support of Visa Commercial Service.
NewPartnership Executive Consultant ComplySciPartnership Executive ConsultantAtlanta, GA$186,000–$216,000 / yearComply serves thousands of global financial services clients including broker-dealers, insurers, investment banks, private funds, RIAs, and wealth managers who rely on Comply offerings to power their compliance programs. This individual will maintain a portfolio of client relationships and deliver high-quality consulting services, while contributing to firmwide initiatives, supporting the development and implementation of new service offerings, and serving as a trusted source of insight and practical guidance for colleagues.
NewInsurance Sales Consultant Haven Family LifeInsurance Sales ConsultantAtlanta, GAOur team is searching for goal-oriented, coachable professionals who want to build a rewarding career centered on helping people, while simultaneously creating a lifestyle of personal freedom and financial independence. It doesn't matter if you already possess an insurance license or need to secure one—we provide the complete toolkit, field mentorship, and step-by-step framework to help you win from day one.
NewSales Consultant - CPA PaychexSales Consultant - CPAAtlanta, GAOverview Consult with America's businesses, leveraging key referral channels and partnerships to educate stakeholders on our services, and provide consultative solutions to increase market share and drive revenue. Leverage the Go-to-Market Sales Strategy to identify customers needs and present the solution to key stakeholders and decision makers in accordance with the client s preference on in person or virtual interaction to increase revenue and market share.
NewLicensed Financial Advisor The Piedmont GroupLicensed Financial AdvisorDunwoody, GA$70,000–$150,000 / yearYou'll be at the forefront of providing comprehensive financial planning and wealth management solutions, developing meaningful client relationships, and building a long-term book of business. Join The Piedmont Group as a Licensed Financial Advisor and empower individuals, families, and business owners to reach their financial aspirations.
New Home Consultant Lennar HomesNew Home ConsultantMcdonough, GAFull timeLennar is one of the nation's leading homebuilders, dedicated to making an impact and creating an extraordinary experience for their Homeowners, Communities, and Associates by building quality homes and providing exceptional customer service, giving back to the communities in which we work and live in, and fostering a culture of opportunity and growth for our Associates throughout their career. May require the ability to work more than eight hours per day in the confined quarters of a construction trailer, the ability to operate a motor vehicle, read plans, climb stairs and ladders, bend, stoop, reach, lift, move and/or carry equipment which may be in excess of 50 pounds.
Financial Consultant ManulifeFinancial ConsultantAtlanta, GA$40,000–$66,700 / yearSupported with an array of resources, the Financial Consultant at Manulife John Hancock Wealth spend their time deepening relationships with an established base of clients and organically growing our practice through internal referrals to deliver financial solutions and retirement goals of the clients we serve. Manulife/John Hancock offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans.
Senior Financial Consultant - Workday Success Plans - Spend Management Workday IncSenior Financial Consultant - Workday Success Plans - Spend ManagementAtlanta, GA$140,300–$210,500 / yearIn addition to delivering Workday Success Plans services, our Workday professionals will also deliver other Customer Enablement services, such as: Office Hours to conduct appointment-based consulting engagements providing guidance and product expertise to customers. We know that flexibility can take shape in many ways, so rather than a number of required days in-office each week, we simply spend at least half (50%) of our time each quarter in the office or in the field with our customers, prospects, and partners (depending on role).
VP; Financial Consultant Atlanta, GA (Midtown) The Charles Schwab CorpVP; Financial Consultant Atlanta, GA (Midtown)Atlanta, GAAs a Financial Consultant, you'll combine planning expertise with a thoughtful approach to holistic financial guidance including investing, retirement readiness, and education goals-serving as a trusted partner who guides clients through life's financial decisions with clarity and empathy. To set you up for success, you'll complete our comprehensive training through Wealth Management University, a four-week virtual experience led by live facilitators, followed by an immersive weeklong bootcamp to connect with peers and learn from experts.
VP, Financial Consultant Atlanta, GA (Alpharetta) The Charles Schwab CorpVP, Financial Consultant Atlanta, GA (Alpharetta)Alpharetta, GAOpenness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning. Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation.
VP, Financial Consultant Atlanta, GA (Cobb County) The Charles Schwab CorpVP, Financial Consultant Atlanta, GA (Cobb County)Atlanta, GAOpenness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning. Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation.
VP, Financial Consultant Charles SchwabVP, Financial ConsultantAtlanta, GAOpenness to manage wealth on behalf of our clientsincluding:Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning. • Strong candidates will also learn toleverageour team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help yourclient’sprogress toward achieving their goals.
Principal Financial Implementation Consultant (Healthcare) Workday IncPrincipal Financial Implementation Consultant (Healthcare)Atlanta, GA$140,300–$210,500 / yearWe know that flexibility can take shape in many ways, so rather than a number of required days in-office each week, we simply spend at least half (50%) of our time each quarter in the office or in the field with our customers, prospects, and partners (depending on role). As an experienced financial functional consultant, you will play a key role in ensuring the successful implementation of Workday's financial solutions for our healthcare customers and guiding them through transforming their financial operations.