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.
NewEstate Planning Attorney Bonham SolutionsEstate Planning AttorneyMarietta, GADraft and review comprehensive estate planning documents, including wills, revocable and irrevocable trusts, powers of attorney, healthcare directives, and asset protection strategies. Client-Centric Mindset: Exceptional interpersonal skills with the ability to build trust and communicate complex legal concepts clearly.
NewAttorney - Estate Planning Bonham SolutionsAttorney - Estate PlanningMarietta, GADraft and review comprehensive estate planning documents, including wills, revocable and irrevocable trusts, powers of attorney, healthcare directives, and asset protection strategies. Growth Support: Robust administrative and paralegal support to allow attorneys to focus on practicing law and building client relationships.
NewVP, Financial Consultant - Atlanta, GA (Alpharetta) Charles SchwabVP, 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.
NewEstate Planning Attorney Orion PlacementEstate Planning AttorneyAtlanta, GA$150,000–$200,000 / yearOur attorneys serve as trusted advisors to individuals, families, and business owners, helping them protect their assets, preserve their legacies, and navigate life's most important transitions with confidence. You'll handle meaningful, sophisticated matters while enjoying remote flexibility, strong earning potential, and the opportunity to grow alongside experienced estate planning professionals.
NewGift Planning Attorney National Christian FoundationGift Planning AttorneyAlpharetta, GARemote$140,000–$190,000 / yearThe purpose of this position is to serve as a member of the Gift Planning (GP) team and deliver gift, tax, estate, and charitable planning information through presentations, illustrations, and other deliverables to current and prospective givers, NCF and affiliate staff and various other constituents to encourage and facilitate tax-wise charitable giving solutions by performing the following duties personally. Develops and maintains an excellent working knowledge and understanding of relevant laws and regulations pertaining to gift, estate, and income tax planning to permit delivery of GP services offered by NCF with a high degree of technical accuracy and competency.
SVP Controller Vaco LLCSVP ControllerAtlanta, GADetermining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
NewAssociate -Commercial Real Estate Appraisal and Valuation Lowery Property Advisors, LLCAssociate -Commercial Real Estate Appraisal and ValuationAtlanta, GALPA handles commercial real estate consulting and advisory projects across a wide variety of property types, including but not limited to retail, office, industrial, multifamily, hospitality, healthcare, special use, mixed use, development land, and going concern valuations. LPA specializes in property valuation and appraisal, market research, feasibility studies, property tax consulting, right-of-way/eminent domain appraisals, litigation support, and expert witness testimony.
NewWealth Management Associate Equitable AdvisorsWealth Management AssociateAtlanta, GAn Equitable Advisors, LLC, (NY, NY 212-314-4600) member FINRA, SIPC (Equitable Financial Advisors in MI & TN) // Equitable Network, LLC // Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc. We have branches across the country employing approximately 4,300 financial professionals - providing services of financial, retirement, estate planning strategies’, asset allocation, annuities; life insurance and mutual funds as well as fee based managed accounts.
NewClient Relations Specialist JT Stratford Wealth ManagementClient Relations SpecialistGainesville, GAThe CRS manages the day-to-day office functions including answering phone calls, emails, scheduling meetings, assisting with preparation of documents for client meetings and serving our clients to ensure they have a pleasurable experience interacting with JTS. We're looking for a person with a genuine interest in financial planning who wants to grow within the Firm — over time, that may include pursuing industry licensing or designations (SIE, Series 65, CFP®) and taking on greater responsibility in a client planning capacity.
NewWealth Management Associate Four Corners CapitalWealth Management AssociatePeachtree Corners, GAn We are proud to be affiliated with one of the strongest financial institutions in the world -- Northwestern Mutual -- but wanted to create a brand that spoke to the unique work we do for clients in what has recently become a very broad and crowded financial services industry. The Financial Planning Specialist will prepare for and participate in client meetings, manage follow-up actions, and assist clients with operational aspects of their wealth management.
NewAudit Director FLEXTECS LLCAudit DirectorAtlanta, GAYou will serve as the primary point of contact for clients and be responsible for nurturing client relationships, understanding client needs and ensuring that FlexTecs delivers high-quality results that meet or exceed client expectations. Collaborate with clients to understand their business processes, identify areas of risk and propose innovative solutions where FlexTecs can add tangible value.
NewRegistered Nurse (RN) -Acute Care - Care Coordination -Complex caseFT Days Wellstar Health Systems, Inc.Registered Nurse (RN) -Acute Care - Care Coordination -Complex caseFT DaysAustell, GAParticipates in the interdisciplinary team providing information about community-based service offerings (e.g.-indigent services, housing, social referrals and assistance, specialty care or post-acute placements, elder assistance, etc.) and offers guidance to patients/families to assist with multi-system factors that affect patient/family psychosocial dynamics. Mentor other care coordinators in case reviews and discussion of difficult situations, to include, but not limited to patient legal status, court regulations, financial options, suicidal ideation, grief and bereavement, social determinants of health, cultural or language barriers, abuse cases (both children and adult), along with many other scenarios.
NewSenior Care RN Registered Nurse Wellstar Health Systems, Inc.Senior Care RN Registered NurseAustell, GATransitional care planning, clinical care progression, psychosocial and functional status assessment, attending patient/family care conferences, interdisciplinary rounds, and patient/family education Collaborates effectively with the utilization review nurse, patient's physicians and the interdisciplinary care team to provide a comprehensive assessment of the patient's medical care needs, psychosocial needs, any social determinants of health needs, goals/outcome attainment and continued care needs Seeks consultation from appropriate disciplines/departments as required to proactively identify and resolve delays to expedite care and facilitate discharge. The RN Sr will serve as an expert resource and consultant to the other team members in regards to care progression and assisting in planning to effectively meet the patient's needs, manage the length of stay and promote efficient utilization of resources.
NewMultisystemic Therapist - Atlanta/Fulton County (3984) True Team MedicalMultisystemic Therapist - Atlanta/Fulton County (3984)Atlanta, GA$51,993–$73,494 / yearGrace Harbour is a private outpatient mental health practice with staff in Georgia and South Carolina dedicated to enhancing the lives of our clients, strengthening families, and instilling hope in tomorrow. At Grace Harbour, an ncgCARE partner, we are dedicated to providing compassionate, evidence-based mental health services that support youth and families in navigating life's challenges.
Financial Analyst, Enterprise Workforce Planning Inspire Brands IncFinancial Analyst, Enterprise Workforce PlanningAtlanta, GAThe role will involve not only financial planning activities such as executing annual budgets, quarterly forecasts, and monthly reporting, but also delivering insights into workforce trends and costs, and ensuring that Brands and Shared Services leaders have the headcount data and analysis needed for informed decision-making. Ad hoc analyses: Support the Finance leadership and business teams with ad hoc headcount-related analyses, delivering insights that help drive workforce optimization and cost-efficiency opportunities.
Advice And Financial Planning Wealth Management Analyst Truist Financial CorporationAdvice And Financial Planning Wealth Management AnalystAtlanta, GA$86,500–$164,350 / yearStrong, expert level technical knowledge of issues relating to financial planning including income tax, investments, debt management, retirement planning, employee benefits, stock options, insurance, and estate planning for High Net Worth clients in excess of $10 million. 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.
Product Manager, Financial Planning Platforms Ronald Blue & Co.Product Manager, Financial Planning PlatformsAlpharetta, GAThis role serves as the primary liaison between Financial Planning, Advisory, Operations, Technology, and external vendor partners to ensure solutions effectively support business objectives, advisor productivity, and client outcomes. Partner with key stakeholders, Technology, Enterprise Business Solutions (EBS), Operations, Compliance, vendors, and end users to understand business needs, identify pain points, and drive successful delivery outcomes.
Sr. Financial Planning Strategist OsaicSr. Financial Planning StrategistAtlanta, GARemote$140,000–$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.
Financial Planning Analyst NorthPoint Search GroupFinancial Planning AnalystAtlanta, GAFull timeThis role is responsible for conducting in-depth financial analysis, preparing accurate forecasts, developing comprehensive financial models, and delivering critical insights to inform business strategy and performance optimization. The ideal candidate possesses advanced analytical capabilities, a keen eye for detail, and exceptional communication skills to effectively convey complex financial data to stakeholders at all levels.