Operations Processing Specialist TRC Talent SolutionsOperations Processing SpecialistSandy Springs, GAAt TRC, we take pride in fulfilling our opportunity to add value to our client's business as their staffing partner, while working tirelessly to connect thousands of individuals each year with work opportunities where they can meet the needs of their families and have the potential to build their careers.#ZR The Operations Processing Specialist plays a key role in supporting independent financial advisors and internal operations teams through the processing of client account documentation and service requests.
NewSenior Sales Executive - Financial Services Pipeline Sales Staffing and ConsultingSenior Sales Executive - Financial ServicesAtlanta, GA$80,000–$120,000You will be responsible for driving business growth through networking, targeted cold calling, managing referral sources, and capitalizing on marketing leads. Qualified candidates must have a background in value add selling, strong relationship development skills, be able to follow the company sales model, and take full ownership of sales for the company.
NewSales Manager - Financial Services Pipeline Sales Staffing and ConsultingSales Manager - Financial ServicesAtlanta, GA$80,000–$120,000You will be responsible for driving business growth through networking, targeted cold calling, managing referral sources, and capitalizing on marketing leads. Qualified candidates must have a background in value add selling, strong relationship development skills, be able to follow the company sales model, and take full ownership of sales for the company.
J.P. Morgan Advisors -Senior Client Associate - Atlanta, GA JPMorgan Chase & CoJ.P. Morgan Advisors -Senior Client Associate - Atlanta, GAAtlanta, GAProvide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite. Job responsibilities: Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.
Senior Auditor - Financial Services (Insurance) Wipfli Advisory LLCSenior Auditor - Financial Services (Insurance)Atlanta, GeorgiaFull timeWipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Take part in pre-audit planning to assess the risk of material misstatement of financial accounts to design effective audit procedures.
Branch Office Administrator Edward D Jones & Co LPBranch Office AdministratorMarietta, GAEdward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance. Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.
BOA Edward D Jones & Co LPBOACumming, GAEdward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance. Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.
NewFinancial Services Representative - State Farm Agent Team Member Brian Moscaritolo - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberRoswell, GAFull timeAs a Financial Services Representative, you will work directly with clients to identify financial goals, evaluate protection needs, and recommend customized strategies that help individuals, families, and business owners achieve financial confidence. We are looking for a consultative professional who can confidently discuss retirement planning, investment strategies, life insurance solutions, and overall financial protection while building lasting client relationships and driving agency growth.
Brokerage Client Service Associate - Columbus or Atlanta, Georgia Truist Financial CorpBrokerage 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.
Estate & Retirement Financial Advisor -Exclusive Pre-Set Appointments, 200-350K+ United Placement GroupEstate & Retirement Financial Advisor -Exclusive Pre-Set Appointments, 200-350K+Atlanta, GAInstead 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.
Account Executive - Financial Services Appian CorpAccount Executive - Financial ServicesAtlanta, GARemote$125,000–$225,000 / yearGrowth Opportunities: Appian provides a diverse array of growth and development opportunities, including our leadership program tailored for new and aspiring managers, a comprehensive library of specialized department training through Appian University, skills based training, and tuition reimbursement for those aiming to advance their education. These groups help employees build stronger internal and external networks by planning social, educational, and outreach activities to connect with Appianites and larger initiatives throughout the company.
CAC Financial Advisor Truist Financial CorporationCAC Financial AdvisorAtlanta, 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. Work on small groups (pods) of Financial Advisors focused on partnership with Premier Bankers, Preferred Advisors, and Retail Banking leadership to facilitate training and referrals into the team.
Managing Director, Transaction Advisory Services - Healthcare Financial Due Diligence (FDD) BDO USA PCManaging Director, Transaction Advisory Services - Healthcare Financial Due Diligence (FDD)Atlanta, GA$250,000–$400,000 / yearLeads complex deal related issues and provides appropriate insight into deal specific matters, including but not limited to quality of earnings adjustments, pro-forma/normalization calculations, working capital analysis and definition, debt and debt-like analysis, warranties & indemnities, sale and purchase agreement review. Experience: Ten (10) years of prior financial statement related professional services experience, of which at least five (5) years has been spent in a dedicated TAS environment, to include complex national and multi-national buy and sell side transactions, required; carve-out experience, preferred.
Financial Services Tax - Real Estate Director PwCFinancial Services Tax - Real Estate DirectorAtlanta, GA$150,000–$438,000 / yearAt PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .
Client Service Associate The Quest OrganizationClient Service AssociateAtlanta, GAExperience in client service, operations, or relationship management within financial services, wealth management, asset management, or a related industry. Join a growing private investment and wealth management firm focused on delivering exceptional client service and operational excellence.
Sr. Financial Planning Strategist Osaic IncSr. 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. 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.
Global Structuring Insurance / Financial Services - Manager PwCGlobal Structuring Insurance / Financial Services - ManagerAtlanta, GA$99,000–$266,000 / yearPwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Analyse and identify the linkages and interactions between the component parts of an entire system.
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.
Vice President or Senior Vice President, Portfolio Management (Industry Focus: Financial Institutions and Insurance) KeyCorpVice President or Senior Vice President, Portfolio Management (Industry Focus: Financial Institutions and Insurance)Atlanta, GA$96,000–$181,000 / yearAdditionally the VP, Portfolio Management will be responsible for ongoing credit monitoring and risk rating for a portfolio of corporate clients with a complexity profile commensurate to experience (primarily participation in other bank's syndicated deals with a small number of Left Lead deals), reviewing legal documentation, and assisting product partners in cross-selling additional bank products. Additionally, the Senior Vice President, Portfolio Management will be assigned a portfolio of high-value corporate clients (often with a significant number of Left Lead and highly complex deals) for which they will take ownership of ongoing credit monitoring and risk rating, negotiating and reviewing legal documentation, and assisting product partners in cross-selling additional bank products.
CAC Financial Advisor Truist BankCAC Financial AdvisorAtlanta, GeorgiaPreferred Qualifications:MBA, CFP, CFA, CIMA 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. Work on small groups (pods) of Financial Advisors focused on partnership with Premier Bankers, Preferred Advisors, and Retail Banking leadership to facilitate training and referrals into the team.