Senior Financial Planner Waverly AdvisorsSenior Financial PlannerAtlanta, Georgiali>Develop 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 a Senior Financial Planner, 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.
Financial Advisor Northwestern MutualFinancial AdvisorAtlanta, Georgia$61,000–$250,000 / yearul style="margin-bottom:0;margin-top:0">Performance-based earnings and revenue1: Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years). Responsibilities: As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience.
Certified Life Care Planner (CLCP) J.S. Held LLCCertified Life Care Planner (CLCP)Alpharetta, GA$100,000–$175,000 / yearOur professionals serve as trusted advisors to organizations facing high stakes matters demanding urgent attention, staunch integrity, proven experience, clear-cut analysis, and an understanding of both tangible and intangible assets. Held is a global consulting firm that combines technical, scientific, financial, and strategic expertise to advise clients seeking to realize value and mitigate risk.
Personal Financial Counselor; Fort Gillem, GA Magellan Health IncPersonal Financial Counselor; Fort Gillem, GAGAServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Personal Financial Counselor; Dobbins ARS, GA Magellan Health IncPersonal Financial Counselor; Dobbins ARS, GAMarietta, GAServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
NewFinancial Planning Administrator Merit Financial AdvisorsFinancial Planning AdministratorMarietta, GAp>Best 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. Assist senior financial planners with provide advanced planning support in areas such as retirement income planning, tax planning, estate planning, insurance planning, and education planning for advisors who are working to illustrate planning techniques to clients.
Financial Solutions Advisor II- Bank of America CorpFinancial Solutions Advisor II-Alpharetta, GABack to search results Financial Solutions Advisor II- Alpharetta, Georgia; Duluth, Georgia; Alpharetta, Georgia; Marietta, Georgia; Alpharetta, Georgia; Cumming, Georgia; Atlanta, Georgia; Atlanta, Georgia; Atlanta, Georgia Additional locations Apply × To proceed with your application, you must be at least 18 years of age. Key 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.
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.
Financial Solutions Advisor - NE Georgia Bank of AmericaFinancial Solutions Advisor - NE GeorgiaChamblee, 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- 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 - Northwest Atlanta Market Bank of AmericaFinancial Solutions Advisor - Northwest Atlanta 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.
Demand Planner II Vestis CorpDemand Planner IILawrenceville, GAli>Identifies, negotiates, and implements strategies to lower inventory levels without negatively impacting service levels such as: Eliminating stocked inseams; Selling off obsolete or dormant inventory; Targeting lower service levels for products with robust backup sources of supply; Consolidating inventories of some style/colors in one or two DC's; Implementing shared-sourcing/mfg strategies for 100% full package sourced products. Vestis provides clean and safe uniform services and workplace supplies to a broad range of North American customers from Fortune 500 companies to locally owned small businesses across a broad set of end markets.
Demand Planner I Vestis CorpDemand Planner ILawrenceville, GAli>Identifies, negotiates, and implements strategies to lower inventory levels without negatively impacting service levels such as: Eliminating stocked inseams; Selling off obsolete or dormant inventory; Targeting lower service levels for products with robust backup sources of supply; Consolidating inventories of some style/colors in one or two DC's; Implementing shared-sourcing/mfg strategies for 100% full package sourced products. Vestis provides clean and safe uniform services and workplace supplies to a broad range of North American customers from Fortune 500 companies to locally owned small businesses across a broad set of end markets.
Sr Health Education Planner HOK Group IncSr Health Education PlannerGA$100,000–$125,000 / yearp>In this role, you will collaborate closely with the Health Education Practice Leader and the Science & Technology Market Business Unit (MBU) to advance thought leadership, deliver high‑quality project outcomes, and contribute to client engagement and business development efforts. Support Science & Technology business unit leadership in developing annual strategic plans and budgets with a focus on market opportunities and strategies for successful project delivery.
Production Planner Sonoco Products CoProduction PlannerForest Park, GAFrom a small family business to a multi-billion dollar global company, Sonoco has been changing the face of products and packaging since 1899 - all while keeping the heart of "People Build Businesses" alive. *Benefits listed below are for employees located in the U.S. Specific benefits and wellbeing programs may vary depending on your location (within the U.S. or global), or if you are a union employee.
Supply Planner TireHub LLCSupply PlannerAtlanta, GARemoteThe Supply Planner is responsible for calculating and managing safety stock levels and implementing supply chain planning strategies across a family of brands supporting our customer service initiatives. A strong candidate will bring experience managing multi-location inventory optimization and the ability to project high level supply/demand plans over 6-12-month horizon.
Principal Transportation Planner (Mid-Atlantic/Southeast) ICF International IncPrincipal Transportation Planner (Mid-Atlantic/Southeast)Atlanta, GA$98,614–$167,644 / yearp>Pay Range - There are multiple factors that are considered in determining final pay for a position, including, but not limited to, relevant work experience, skills, certifications and competencies that align to the specified role, geographic location, education and certifications as well as contract provisions regarding labor categories that are specific to the position. We specialize in developing multimodal transportation plans; conducting needs assessments; analyzing transportation system performance data; evaluating the impacts of infrastructure projects, programs, and government policies; developing technical assistance resources; and documenting best practices related to integrated planning, transportation operations, and the environment.
Sr Demand Planner Honeywell International IncSr Demand PlannerAtlanta, GAAs a trusted partner, we provide actionable solutions and innovation through our Aerospace Technologies, Building Automation, Energy and Sustainability Solutions, and Industrial Automation business segments - powered by our Honeywell Forge software - that help make the world smarter, safer and more sustainable. To learn more, please visit https://buildings.honeywell.com/ (https://buildings.honeywell.com/).
Sr Demand Supply Planner Intuitive Surgical IncSr Demand Supply PlannerPeachtree Corners, GAli>Lead demand and supply planning/SIOP process to develop best in class demand and supply plan supporting global Service's by facilitating and driving collaborations with Field Service Engineer, Product Support, Quality and Finance team to develop 6 quarter SIOP plan, amends and Long term forecast. Develop constrained capacity and material build plan by working with cross functional teams to understand capacity assumptions such as line efficiencies, number of lines and shifts, headcount and material lead times/constraints in order to develop constrained capacity and material build plan.
Senior Business Planner Microsoft CorpSenior Business PlannerGA$106,400–$203,600 / yearp>Microsoft's Monetization and Business Planning (M+BP) organization is a centralized team responsible for developing the monetization strategies (including of pricing, packaging, licensing, and channel) across a broad portfolio of products under the Microsoft CMO, uniquely positioned to execute and influence strategic initiatives with high executive visibility and direct business impact. As the Senior Business Planner, you will have the opportunity to influence the product feature tiering roadmap, drive executive decisions, and translate strategy into real product launches and global price changes through deep cross‑functional partnership across Product Marketing, Finance, Engineering, and Operations.
Logistics Ops - Transportation Planner BlueLinx Holdings IncLogistics Ops - Transportation PlannerMarietta, GAWhat You'll Do: Plans and routes inbound and outbound shipments for assigned remit of branch locations, using the Transportation Management System (OTM) to create optimal shipments and routes, select appropriate carriers to meet customer needs, and support freight settlement process. BlueLinx also offers a comprehensive benefits package including health care, dental, vision, life and disability insurance starting the first day of the month, 15 days of paid time off that start accruing your first day, and 8 paid holidays per year.
Supply Planner SOLV Energy LLCSupply PlannerGARemote$75,998–$94,997 / yearIn addition, candidate introductions or resumes can only be submitted to our internal talent acquisition recruiting team if a signed vendor agreement is already on file and the third-party recruiter or agency has received formal instructions from our internal talent acquisition team to submit candidates for a particular job posting. SOLV Energy is a leading provider of infrastructure services to the power industry, designing, building and maintaining utility scale solar, battery storage and high voltage substation projects nationwide.
Senior Supply Planner SOLV Energy LLCSenior Supply PlannerGARemote$91,878–$114,848 / yearIn addition, candidate introductions or resumes can only be submitted to our internal talent acquisition recruiting team if a signed vendor agreement is already on file and the third-party recruiter or agency has received formal instructions from our internal talent acquisition team to submit candidates for a particular job posting. SOLV Energy is a leading provider of infrastructure services to the power industry, designing, building and maintaining utility scale solar, battery storage and high voltage substation projects nationwide.
Event Planner Elevance Health IncEvent PlannerAtlanta, GAThis role is ideal for an organized, proactive individual with strong communication, learning agility, and problem-solving skills who is interested in growing event planning, stakeholder management, and project coordination capabilities. We are a Fortune 25 company with a longstanding history in the healthcare industry, looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve.
Supply Planner Quikrete – CementSupply PlannerSandy Springs, GAAs a Supply Planner with Quikrete Heavy Construction Materials, you will be accountable for executing the vision and goals based upon the monthly S&OP through the daily planning of inventory to optimize costs while meeting company and customer commitments. Strong verbal and written communication skills; able to communicate clearly, tactfully, and effectively across all organizational levels and with external partners.
NewPrivate Events Planner - The Retreat The Gathering SpotPrivate Events Planner - The RetreatAtlanta, GAFull timeThis role serves as the primary point of contact for clients throughout the planning process and works closely with Membership, Operations, Culinary, Banquets, and Leadership teams to ensure successful event outcomes. This role is best suited for someone who enjoys building relationships, solving problems, and creating memorable experiences while managing multiple priorities in a fast-paced hospitality environment.
Activity Planner, Continuing Professional Development RELX Group plcActivity Planner, Continuing Professional DevelopmentGA$78,800–$131,300 / yearWe support health providers by providing accessible, trusted evidence-based information; prepare more medical and nursing students with effective tools and resources; provide insights that help clinicians improve patient outcomes; and supports a more personalized and localized healthcare experience. Partnering with clinical teams, subject matter experts, and operational stakeholders, the planner delivers high-quality, evidence-based education to improve clinician performance and patient outcomes.
Senior Medical Equipment Planner Emory Healthcare IncSenior Medical Equipment PlannerAtlanta, GAThe Senior Medical Equipment Planner supports Emory Healthcare''s planning, design, and construction initiatives by leading project-level medical equipment planning, budgeting, coordination, and implementation across capital projects that align with organizational mission and strategic priorities. The Senior Medical Equipment Planner partners closely with Supply Chain, Clinical Operations, Biomedical Engineering, Facilities, Finance, architects, engineers, and construction teams to ensure that enterprise equipment strategies and sourcing decisions are successfully executed within projects.
Sr. Financial Planning Strategist Advisor GroupSr. Financial Planning StrategistAtlanta, GAExperience delivering educational content and presenting to diverse audiences Demonstrated ability to influence and collaborate across organizational levels Strong communication skills, both written and verbal Ability to manage multiple complex cases simultaneously Proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook) Preferred Requirements: Proficiency in financial planning software (e.g., eMoney) CPA FINRA Series 7, 63, and 65 licenses J.D. Current Employees and Contractors Apply Here Osaic Careers Senior Advanced Financial Planning Opportunity in Financial Services Senior Financial Planning Strategist, High Net Worth Planning Services Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339 La Vista:12325 Port Grace Blvd, La Vista, NE 68128 Oakdale: 7755 3rd St.
Ecommerce Merchandising Planner RaceTracEcommerce Merchandising PlannerAtlanta, GeorgiaThe role blends sales planning, digital merchandising, and data analysis to ensure the right products are online, priced plannincorrectly, promoted effectively, and supported by strong stock availability—while reflecting the fast-moving nature of convenience retail. Partner cross-functionally with merchandising, marketing, operations, accounting, and information systems teams to ensure effective execution of campaigns and rapid resolution of trading issues.
Merchandising Planner HD Supply Holdings IncMerchandising PlannerAtlanta, GAli>Performs various administrative duties, including managing the SKU life cycle, preparing for vendor meetings, maintaining vendor contact information and inquiries, and performing ad hoc projects as assigned. Conducts root cause analysis for variation between supply and demand forecasts and collaborates with internal departments to recommend solutions.
Transportation Planner - Atlanta, Georgia Foursquare ITPTransportation Planner - Atlanta, GeorgiaAtlanta, GeorgiaThe candidate will be involved in projects based on experience, interest, and skills, such as transit development plans; transit service and operations planning; regional transportation plans; bus rapid transit and priority corridor plans; active transportation; transportation strategic planning and performance monitoring; transportation demand management planning; and microtransit and micromobility planning. The selected candidate will work as part of a team and will be responsible for transportation planning including data analysis and reporting; mapping, graphics, and visualization; use of technical tools; innovative research; and meeting participation on a wide variety of transportation projects.
Int. Program Planner Senior-F-35 Program - Level 3 Lockheed Martin CorpInt. Program Planner Senior-F-35 Program - Level 3Marietta, GA$89,300–$154,905 / yearPay Rate: The annual base salary range for this position in California, Massachusetts, and New York (excluding most major metropolitan areas), Colorado, Hawaii, Illinois, Maryland, Minnesota, New Jersey, Vermont, Washington or Washington DC is $77,700 - $136,965. (Washington state applicants only) Non-represented full-time employees: accrue at least 10 hours per month of Paid Time Off (PTO) to be used for incidental absences and other reasons; receive at least 90 hours for holidays.
Wholesale Planner, Target Carter'sWholesale Planner, TargetAtlanta, GeorgiaServing the needs of all families with young children, Carter’s Inc. is the largest North American apparel retailer exclusively for babies and young children, encompassing Carter’s, OshKosh B’gosh, Skip*Hop and Little Planet brands. This role is responsible for developing, executing, and communicating strategic plans that will drive growth for our business with Target along with financial accountability for the brands.
Senior Planner, Target Carter's IncSenior Planner, TargetAtlanta, GAp>Serving the needs of all families with young children, Carter's Inc. is the largest North American apparel retailer exclusively for babies and young children, encompassing Carter's, OshKosh B'gosh, Skip*Hop and Little Planet brands. HOW YOU'LL MAKE AN IMPACT: This role is responsible for developing, executing, and communicating strategic plans that will drive growth for our business with Target along with financial accountability for the brands.
Sr. Financial Planning Strategist OsaicSr. Financial Planning StrategistAtlanta, GA$135,000–$160,000 / yearWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Provide innovative solutions to financial advisors as an expert on the High Net Worth Planning Services team, including advice on taxation, business succession planning, estate planning, trust administration, life insurance, and qualified and non-qualified retirement plans.
Sr. Financial Planning Strategist Osaic IncSr. Financial Planning StrategistGA$135,000–$160,000 / yearWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Responsibilities: Provide innovative solutions to financial advisors as an expert on the High Net Worth Planning Services team, including advice on taxation, business succession planning, estate planning, trust administration, life insurance, and qualified and non-qualified retirement plans.
Technical Program Manager, Data Center Regional Portfolio Planner Google LLCTechnical Program Manager, Data Center Regional Portfolio PlannerAtlanta, GAAs our products and services scale the globe, the Global Infrastructure and Energy team works behind the scenes as a dynamic team within Google responsible for delivering the infrastructure capacity needed to support Google"s rapidly growing product portfolio. Establish cross-functional planning governance, enforcing established principles and actively incorporating asset delivery status and risks from site acquisition through construction completion to ensure accountability and on-time performance of the regional plans.
Materials Planner- 1st Shift The Coca-Cola CoMaterials Planner- 1st ShiftAtlanta, GA$52,416–$72,000 / yearExtensive work on keeping POs clean and updated, including: reconciling blocked invoices & open invoices, resolving PO discrepancies with PO creators, tracking receipts and delivery for all POs and serving as backup to all Syrup PO creators. Consult with Warehouse Coordinators and Shipping Associates to reconcile warehouse department issues to ensure warehouse KPIs, such as Detention, Truck Turns and Yard Management KPIs, are maintained.
NewSenior Supply Chain Planner Archway Marketing Services, Inc.Senior Supply Chain PlannerGASupply Chain Manager contributes to GCG success by working closely with our customers, leading the development of tactical and strategic supply plans and managing inventory levels to achieve customer service, supply chain and financial objectives. Responsibilities and essential job functions include but are not limited to the following: Conducts ongoing development of inventory strategies to determine cost-effective use of inventory investment while maximizing inventory turns and meeting service level targets.
Senior Lab Planner HOK Group IncSenior Lab PlannerAtlanta, GAli>Oversees technical planning expertise and leadership for laboratory facilities in the areas of programming, design, fit-out planning, equipment planning, MEP systems integration planning, casework specification, and construction administration. Assists Science Technology business unit leadership to develop yearly strategic business plans and budget focusing on appropriate market sectors and strategies for winning and doing work successfully.
Store Planner - New Store Design The Home Depot IncStore Planner - New Store DesignAtlanta, GAPosition Purpose: The Store Planner is responsible for the independent production of floor plan deliverables as set by project scope and Store Planning leadership. Key Responsibilities: 60% Develop store plans/construction documents based on existing guidelines/scope while leveraging financial data to drive store performance.
Transportation Planner Atlas Technical Consultants IncTransportation PlannerDuluth, GAp>• Develop planning studies, corridor plans, and multimodal plans • Analyze transportation data such as (traffic counts, and volumes, crash data, socioeconomic and demographic data, land use and growth projections, etc) • Utilize ArcGIS / ArcGIS Pro • Technical writing • Support public engagement meetings and workshops • Project Management including managing the scope, schedule and budget for transportation planning projects • Participate in creating proposals in response to RFPs that includes developing the scope and technical approach. We trust our people to do great work and live fulfilling lives, and we provide resources that care for our people, both at work and in life: Health & Wellness: We offer medical, dental and vision coverage with multiple plan options, including no-cost employee-only medical coverage.
Corporate Events Planner OkWhenCorporate Events PlannerDunwoody, GA$80,000–$100,000p>As a Senior Conference Producer at OkWhen, you own end‑to‑end delivery for our clients’ conferences: planning, AV & streaming coordination, software platform usage, and on‑site execution. If you’ve led corporate conferences, user events, SKOs, or large trade show programs with 300–1,500 attendees and real AV/production stakes, this is for you.
NewEstate & Retirement Financial Advisor -Exclusive Pre-set Appointments, 200-$350+ United Placement GroupEstate & Retirement Financial Advisor -Exclusive Pre-set Appointments, 200-$350+Marietta, GA$150,000–$350,000Instead of cold calling, begging for referrals, or working your friends and family, you’ll step into a model designed to remove the biggest pain points in this business: No more spending most of your week prospecting instead of advising . We’ve built a streamlined, high‑performance business model that pairs top‑tier advisors with pre‑engaged clients who are already thinking seriously about their financial and estate planning needs.
Principal Environmental Planner EFI Global IncPrincipal Environmental PlannerAtlanta, GAOver the last four decades, we have grown from a boutique firm specializing in handling insurance fraud and arson cases and providing expert witness testimony, into a recognized global leader in engineering failure analysis, origin-and-cause investigations, environmental consulting, laboratory testing and specialty consulting. Mental: Clear and conceptual thinking ability; excellent judgment, troubleshooting, problem solving, analysis, and discretion; ability to handle work-related stress; ability to handle multiple priorities simultaneously; and ability to meet deadlines.
Corporate Events Planner BehaviorLiveCorporate Events PlannerDunwoody, Georgiap>As a Senior Conference Producer at OkWhen, you own end‑to‑end delivery for our clients’ conferences: planning, AV & streaming coordination, software platform usage, and on‑site execution. If you’ve led corporate conferences, user events, SKOs, or large trade show programs with 300–1,500 attendees and real AV/production stakes, this is for you.
Senior Tax Planner Rockefeller Capital ManagementSenior Tax PlannerAtlanta, Georgiali>Comprehensive Planning & Advice: Design and implement strategies across all areas of wealth planning, such as cash flow and liquidity planning, risk management/insurance strategies, retirement and executive benefit optimization, income and estate tax mitigation, charitable giving plans, asset protection techniques, and intergenerational wealth transfer. Develop and deliver highly customized wealth plans and quarterly client deliverables, including net worth analyses, cash flow projections, income tax projections and planning, and estate & wealth transfer strategies, ensuring advice is aligned with clients’ long-term objectives. .
Investment Consultant Atlanta, GA (Alpharetta) The Charles Schwab CorpInvestment 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.
Investment Consultant Atlanta, GA (Cobb County) The Charles Schwab CorpInvestment Consultant Atlanta, GA (Cobb County)Atlanta, 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.