Financial Advisor The Piedmont GroupFinancial AdvisorDunwoody, GA$70,000–$160,000 / yearWhether you're an experienced advisor seeking greater independence or a motivated professional ready to launch a career in wealth management, we provide the mentorship, resources, and support to help you build a successful, long-term practice. As a MassMutual General Agency affiliated with one of the nation's Top 7 Independent Broker-Dealers, we combine the financial strength and stability of an industry leader with the flexibility and independence today's advisors value.
Investment Advisor Capital Investment AdvisorsInvestment AdvisorAtlanta, GAFull timeOur tight-knit team has a mix of financial advisors, investment professionals, customer service managers and associates, operations specialists, and business operations personnel working together to help create the best possible experience for our clients. We are a fee-only financial advisory and portfolio management firm headquartered in Atlanta with offices throughout the U.S. Our advisors in Georgia, Florida, Colorado, Texas, and Arizona provide clients with a full range of financial advice.
Investment Advisor III The PNC Financial Services Group IncInvestment Advisor IIIAtlanta, GAPNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
Investment Advisor Navy Federal Credit UnionInvestment AdvisorAtlanta, GALife & Health Insurance License preferred (or the ability to obtain within 90 days of hire) Effective analytical, decision-making, problem-solving and organizational skills Exercises initiative using good judgment to make sound decisions Effective interpersonal, verbal, and written communications skills Effective planning, organizational, time management and problem-solving skills Effective skill building relationships through rapport, trust, diplomacy, and tack Effective skill exercising initiative and using good judgment to make sound decisions Effective skill presenting findings, conclusions, alternatives, and information clearly and concisely Effective skill to influence, negotiate and persuade to reach agreeable exchange and positive outcomes Ability to obtain appointment by the sponsoring insurance company, broker-dealer and/or Registered Investment Advisory Firm Experience in business development to include market strategy, product demonstration and promoting products and services Experience consulting with customers to assess their financial status and identify investment needs Effective knowledge of investment and insurance products Effective knowledge, to interpret industry related laws and government regulations Proficiency with PCs and spreadsheet, database, word processing applications, and financial analysis software Understanding of economic and accounting principles, practices, financial markets, banking, analysis, and reporting of financial data Desired Qualifications Bachelor's degree in Business Administration, Finance or Management or related discipline or related professional experience Knowledge of Navy Federal/NFFG organization, programs, policies and, procedures Desire to pursue designations e.g. FORTUNE 100 Best Companies to Work For 2025 Yello and WayUp Top 100 Internship Programs Computerworld Best Places to Work in IT Newsweek Most Loved Workplaces 2025 PEOPLE Companies That Care Newsweek Most Trustworthy Companies in America Military Times 2025 Best for Vets Employers Best Companies for Latinos to Work for 2025 Forbes 2025 America's Best Large Employers Forbes 2025 America''s Best Employers for New Grads Forbes 2025 America''s Best Employers for Tech Workers 2025 RippleMatch Campus Forward Award Winner for Overall Excellence Military.com
NewSenior Investment Advisor, Private Wealth PNC BankSenior Investment Advisor, Private WealthAtlanta, GAThe successful candidate will manage accounts, provide investment advice, and ensure adherence to risk management practices. PNC Financial Services Group, Inc. is seeking an Investment Advisor III based in Atlanta, GA.
ISP Investment Advisor Support Specialist Primerica IncISP Investment Advisor Support SpecialistGARemoteIn 2025, USA Today recognized Primerica as a Top Workplace USA for the fifth year in a row, and Newsweek named Primerica one of America's Greatest Workplaces for Diversity for the second consecutive year. In 2024, the Atlanta Journal-Constitution named Primerica as a Top Workplace for the eleventh consecutive year, and Forbes recognized Primerica as one of America's Best Employers for Women for the fifth year in a row.
NewLife & Investments Advisor Growth Path to Your Own Agency State FarmLife & Investments Advisor Growth Path to Your Own AgencyAtlanta, GA$60,000–$150,000 / yearThe position offers hourly pay plus commission, with expected compensation between $60,000 to $150,000 annually, along with benefits such as medical coverage and retirement plans.#J-18808-Ljbffr. A major insurance provider in Atlanta is seeking a Financial Services Professional to market life and health insurance services.
Sr Investment Associate Northern Trust CorpSr Investment AssociateAtlanta, GAResponsible for supporting risk and compliance requirements for the team, including working diligently to mitigate losses due to error and being mindful of possible contingencies Coordinating and/or supporting investment or client service teams' monthly Compliance (REV) and New Account Review processes and documentation (as directed by supervisor). As 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.
NewTrader/ Investment Operations Associate Merit Financial AdvisorsTrader/ Investment Operations AssociateAlpharetta, GABest 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. This will include trading mutual funds, exchange traded funds, equities, and individual bonds for client accounts ensuring adherence with Merit’s trade policies and procedures as well as client investment policies.
Chief Compliance Officer (CCO) for Truist Investment Services, Inc. and Truist Advisory Services, Inc. Truist Financial CorpChief Compliance Officer (CCO) for Truist Investment Services, Inc. and Truist Advisory Services, Inc.GA$200,000–$290,000 / yearRIA expertise and coordination: Provide compliance leadership for advisory activities within an SEC-registered RIA framework (including Advisers Act obligations such as disclosures, conflicts management, Code of Ethics oversight, and best execution), and coordinate broker-dealer/RIA requirements to promote consistent client outcomes and a cohesive control environment. Please review the following job description: The Chief Compliance Officer (CCO) for Truist Investment Services, Inc. and Truist Advisory Services, Inc. is responsible for leading an integrated broker-dealer and SEC-registered registered investment adviser (RIA) compliance program and serving as the primary regulatory-facing executive for the firms.
Financial Advisor - Atlanta Merit Financial AdvisorsFinancial Advisor - AtlantaAtlanta, GABest 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. Inc 5000 2019, 2020 & 2021: The Wilshire 5000 Total Market Index, which consists of more than 5000 companies, represents virtually all of the capitalization of the entire U.S. stock market.
Investment Associate Capital Investment AdvisorsInvestment AssociateAtlanta, GAFull timeOur tight-knit team has a mix of financial advisors, investment professionals, customer service managers and associates, operations specialists, and business operations personnel working together to help create the best possible experience for our clients. We are a fee-only financial advisory and portfolio management firm headquartered in Atlanta with offices throughout the U.S. Our advisors in Georgia, Florida, Colorado, Texas, and Arizona provide clients with a full range of financial advice.
Senior Wealth Advisor - The Baldwin Group Financial Services The Baldwin Group Insurance Holdings, LLCSenior Wealth Advisor - The Baldwin Group Financial ServicesGAAs a Wealth Management Financial Advisor, you will build and deepen client relationships, deliver comprehensive planning, and manage portfolios using Baldwin's integrated advice platform. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.
J.P. Morgan Wealth Management - Private Client Investment Associate - Alpharetta, GA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Alpharetta, GAAlpharetta, GAAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
NewFinancial Advisor Northwestern MutualFinancial AdvisorDuluth, Georgia$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Financial Solutions Advisor Registration Candidate - NE Georgia Market Bank of America CorpFinancial Solutions Advisor Registration Candidate - NE Georgia MarketAtlanta, GAMerrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients.
Financial Solutions Advisor - NE Georgia Bank of America CorpFinancial Solutions Advisor - NE GeorgiaChamblee, GAWorks 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 • Recommends banking and investments strategies that align with client financial goals and needs • Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds • Mitigates and controls risk as part of daily activities • Identifies and engages potential new clients through referrals or financial center clientele • Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended. • Advisory • Account Management • Client Experience • Branding • Customer and Client Focus • Oral Communications • Issue Management • Client Solutions Advisory • Pipeline Management • Active Listening • Attention to Detail • Risk Management • Policies, Procedures, and Guidelines • Client Management • Causation Analysis • Written Communications.
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.
Defined Contribution Investment Director The PNC Financial Services Group IncDefined Contribution Investment DirectorAtlanta, GA$80,000–$241,800 / yearIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Assistant Solutions Advisor BELAY - CorporateAssistant Solutions AdvisorAtlanta, GAFull timeThis position serves as a consultative sales partner to prospective clients, helping business leaders identify operational and administrative challenges and align BELAY's Assistant Solutions offerings to support business growth and efficiency. This role focuses on generating, developing, and closing new business opportunities through outbound business development, strategic partnerships, networking, and relationship-driven sales activities.
Senior Associate, Investment Consulting Willis Towers Watson PLCSenior Associate, Investment ConsultingGA$90,000–$120,000 / yearCompany Benefits: WTW provides a competitive benefit package which includes the following (eligibility requirements apply): Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program). These services include: strategic setting of investment objectives, strategic asset allocation, investment management structures, manager selection, performance measurement and evaluation, investment manager monitoring, custodian selection, transition advice, statements of investment policy, and global research services.
J.P. Morgan Wealth Management - Private Client Advisor - Marietta, GA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Marietta, GAKennesaw, GAUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Atlanta, GA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Atlanta, GAAtlanta, GAUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of Americas households and small businesses achieve their financial goals through a broad range of financial products.
Wealth - Investment Counselor - Senior Vice President Citigroup IncWealth - Investment Counselor - Senior Vice PresidentAtlanta, GA$174,320–$261,480 / yearAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. An individual in this role will be expected to: Function as the primary client contact and trusted investment advisor for clients, including direct selling , determining suitability, identifying product specific opportunities, portfolio advice and after sales execution (in partnership with the Banker team).
Merrill Advisor Development Program - Financial Advisor: Atlanta Buckhead & Associates Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Atlanta Buckhead & Associates MarketAtlanta, GAOur Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Back to search results Merrill Advisor Development Program - Financial Advisor: Atlanta Buckhead & Associates Market Atlanta, Georgia; Atlanta, Georgia; Alpharetta, Georgia Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Assistant Solutions Advisor Belay IncAssistant Solutions AdvisorAtlanta, GA$80,000–$85,000 / yearThis position serves as a consultative sales partner to prospective clients, helping business leaders identify operational and administrative challenges and align BELAYs Assistant Solutions offerings to support business growth and efficiency. This role focuses on generating, developing, and closing new business opportunities through outbound business development, strategic partnerships, networking, and relationship-driven sales activities.
Assistant Solutions Advisor - BELAY BelayAssistant Solutions Advisor - BELAYAtlanta, GeorgiaThis position serves as a consultative sales partner to prospective clients, helping business leaders identify operational and administrative challenges and align BELAY's Assistant Solutions offerings to support business growth and efficiency. This role focuses on generating, developing, and closing new business opportunities through outbound business development, strategic partnerships, networking, and relationship-driven sales activities.
J.P. Morgan Wealth Management - Private Client Advisor - Marietta, GA JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Marietta, GAMarietta, GAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Suwanee, GA JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Suwanee, GASuwanee, GAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Product Owner | Sr. Technical BA | Investment Mgt | Trading Lifecycle Living TalentProduct Owner | Sr. Technical BA | Investment Mgt | Trading LifecycleAtlanta, GA$165,000–$180,000 / yearInstitutional & Retail Investment Management Full Trading Lifecycle | Portfolio Construction & Rebalancing to Execution & Reporting | New Digital Tooling for Portfolio Managers Atlanta, GA (Midtown). Sit at the intersection of investment ops and platform development — supporting a wealth management platform across the full trading lifecycle, from portfolio construction and rebalancing through execution and reporting.
NewWealth Investment Support Specialist I Truist Financial CorpWealth Investment Support Specialist IAtlanta, 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. Entry Level / 1 - 3 years in the role as an Investment Support Specialist/Fiduciary Support Specialist; trust, investment, banking or financial planning-related client service experience, or equivalent outside experience.
Corporate Development Associate (FIG investment banking - Financial Services Consulting) Truist Financial CorpCorporate Development Associate (FIG investment banking - Financial Services Consulting)Atlanta, GAThis role will support corporate development, mergers and acquisitions, strategic partnerships and venture investment activities by leading financial analysis, valuation, diligence, and execution efforts related to acquisitions, divestitures, and strategic minority investments. 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.
Sr. Investment Associate Northern Trust CorpSr. Investment AssociateAtlanta, GA$70,490–$119,890 / yearNorthern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. The Senior Investment Associate supports one or more Portfolio Managers in delivering exceptional service to high-net-worth investment management clients.
Portfolio / Investment Manager St John & Associates IncPortfolio / Investment ManagerRoswell, GAFrom major milestones like retirement, marriage, or selling a business to unexpected challenges with taxes, legal documents, insurance, healthcare, or housing, we coordinate the right resources and walk alongside clients, so they don’t have to figure it out alone. You will design, implement, and oversee portfolios that integrate directly with each client’s financial plan, cash‑flow needs, tax situation, and risk profile.
Vice President, Investment Strategist The Bank of New York Mellon CorpVice President, Investment StrategistAtlanta, GACollaborate with Wealth Advisors to develop personal financial plans (including cash flow analysis, investment proposals, retirement planning analysis, etc.) for high-net-worth individuals and families. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
Alternative Investments Product Specialist - Southeast Capital Integration Systems LLCAlternative Investments Product Specialist - SoutheastGA$150,000–$200,000 / yearCAIS is the pioneer in democratizing access to and education about alternative investments for independent financial advisors, empowering them to engage and transact with leading asset managers on a massive scale through a wide variety of alternative investment products and technology solutions. Develop expertise on all CAIS investment products; Hedge Funds, Private Equity Funds, '40 Act Funds, Equity and Debt Syndicate and Structured Solutions Service existing client relationships and fulfill any requests for assistance or information.
Investment Banking Manager Accenture PlcInvestment Banking ManagerAtlanta, GASynthesize client business and technology needs by evaluating a broad range of solutions, architectures, and operating models, selecting the most appropriate approaches to meet specific client requirements. You'll get to work with an amazing mix of world-class experts with access to the most robust portfolio of capabilities and ecosystem relationships in the industry, all while having unrestricted client access.
Privately Held Investments Manager Truist Financial CorpPrivately Held Investments ManagerAtlanta, 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. Provide the leadership and management necessary to ensure the team has the proper administrative and reporting procedures, proper operational controls, and people in place to effectively serve the organization while ensuring policy compliance and operating efficiency.
Attorney - Investment Banking and Capital Markets Truist Financial CorpAttorney - Investment Banking and Capital MarketsAtlanta, GAThe Investment Banking and Capital Markets legal team provides legal services related to Truist Securities' investment banking business, including debt and equity capital markets, M&A advisory, equity and fixed income sales and trading, and equity research. 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.
Investment Banking Senior Analyst | Healthcare Houlihan LokeyInvestment Banking Senior Analyst | HealthcareAtlanta, Georgia$120,000–$130,000 / yearWith uniquely deep industry expertise, broad international reach, and a partnership approach rooted in trust, the firm provides innovative, integrated solutions across mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Analysts are primarily responsible for the creation and oversight of financial models, marketing collateral, and client presentations, in addition to performing research and various analyses in support of new business generation and the execution of M&A transactions.
Investment Banking Associate | Business Services Houlihan LokeyInvestment Banking Associate | Business ServicesAtlanta, Georgia$175,000–$225,000 / yearWe work with companies providing professional and technology-related services across a number of end markets and regularly collaborate with other Houlihan Lokey industry and product groups to bring the highest level of knowledge, services, and relationships to our clients. With uniquely deep industry expertise, broad international reach, and a partnership approach rooted in trust, the firm provides innovative, integrated solutions across mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory.
Investment Banking Associate | IT Services Houlihan LokeyInvestment Banking Associate | IT ServicesAtlanta, Georgia$175,000–$200,000 / yearThe IT services sector operates within Houlihan Lokey’s Business Services Group, which has earned a reputation for providing superior service and achieving outstanding results in M&A advisory, capital-raising, restructuring, and financial and valuation advisory services. We optimize client outcomes by running executed, competitive processes, focusing on deep domain knowledge to position for synergy and scarcity value, and leveraging our world-class strategic and private equity access to bring the right senior decision-makers to the negotiation table.
Investment Banking Senior Analyst | Business Services Houlihan Lokey FrankfurtInvestment Banking Senior Analyst | Business ServicesAtlanta, GA$110,000–$130,000 / yearWith uniquely deep industry expertise, broad international reach, and a partnership approach rooted in trust, the firm provides innovative, integrated solutions across mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. We work with companies providing professional and technology-related services across a number of end markets and regularly collaborate with other Houlihan Lokey industry and product groups to bring the highest level of knowledge, services, and relationships to our clients.
Investment Banking Associate / Vice President - Specialty Distribution & Business Services Stephens IncInvestment Banking Associate / Vice President - Specialty Distribution & Business ServicesAtlanta, GAOur senior bankers have strong relationships across a variety of distribution and services sectors, with sub-sector areas of focus including engineered products, industrial supplies and equipment, automotive aftermarket, commercial and residential services, professional services and other tech-enabled services. With offices in strategic locations across the U.S. and in Europe, we provide objective advice and precise execution on the full array of investment banking services: Executing mergers and acquisitions, underwritings of public debt and equity securities, private placements of debt and equity, as well as restructurings and recapitalizations.
Healthcare Investment Banking Associate Fifth Third BancorpHealthcare Investment Banking AssociateGA$82,100–$172,500 / yearA Senior Associate will begin to play a leadership role in the evolution and development of the groups pitch materials and modeling and analytical work as well as running the transaction execution process including the creation of financial models and other materials A Senior Associate may also provide management and oversight of Analyst pool to ensure the production of a high quality work product. SKILLS FOR SUCCESS: Successful candidates will demonstrate a higher degree of proficiency (typically from 13 years of practical experience or advanced academic exposure) across the following areas: Execution Leadership: Anticipate roadblocks, manage critical paths, and ensure on-time, on-quality delivery across complex engagements.
J.P. Morgan Wealth Management - Vice President, Investment Product Specialist JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Vice President, Investment Product SpecialistAtlanta, GAFull timeChase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, J.P.
Investment Banking Director OR Managing Director, Engineered Products KeyCorpInvestment Banking Director OR Managing Director, Engineered ProductsAtlanta, GARemote$213,000–$445,000 / yearGeneral Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. This role requires strong client management, business development, and deal execution capabilities across various transaction types including sell-sides, buy-sides, corporate divestitures, capital raises, and fairness opinions.
Vice President, Investment Relations & Engagement National Christian FoundationVice President, Investment Relations & EngagementAlpharetta, GARemote$150,000–$210,000 / yearActs as a trusted advisor to local offices and Relationship Managers by providing expert investment insight and strategic guidance, delivers impactful presentations, and supports financial advisor and giver engagement alongside Relationship Managers, and conducts training for local offices and regional teams. This role serves as the face of NCF’s investment program under the direction of Investments leadership, providing expertise through in-person meetings with advisors and givers, and delivering training and presentations for local office teams.
Manager, Investment Operations National Christian FoundationManager, Investment OperationsAlpharetta, GALeading a team of four Investment Operations Associates, the Manager is responsible for developing talent, refining workflows, ensuring compliance with NCF investment policies, and serving as an escalation point for complex SMA inquiries and operational challenges. This role ensures excellence in day‑to‑day operations, builds strong relationships with financial advisors and internal partners, and drives continuous improvement across investment processes, policies, and team capabilities.
Investment Management - Business Strategy Manager Deloitte Touche Tohmatsu LtdInvestment Management - Business Strategy ManagerGA$155,600–$306,800 / yearAs a global leader in providing consulting services to the asset management industry, Deloitte works with clients to position against strategic growth dynamics, enhance the investment operating model, differentiate through distribution and client experience and drive scale through enterprise operating model optimization. Strategy Managers work among strategic advisors to help our clients shape growth strategies, assess market opportunities, refine competitive positioning, redesign operating models, and drive enterprise-wide transformation initiatives.