NewInvestment Consultant - Atlanta, GA (Alpharetta) Charles SchwabInvestment Consultant - Atlanta, GA (Alpharetta)Alpharetta, GAYou’ll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing.
NewInvestment Consultant - Atlanta (Peachtree Corners), GA Charles SchwabInvestment Consultant - Atlanta (Peachtree Corners), GAPeachtree Corners, GASchwab also supports a approach—empowering you to explore leadership, expanded branch roles, or opportunities across service and support. path to a Financial Consultant position for those looking to deepen client relationships, business development skills “choose your own adventure", and financial expertise.
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.
Trader/ 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.
Senior Investments Manager - Data Center Portfolio QTS Realty Trust LLCSenior Investments Manager - Data Center PortfolioDuluth, GAKnowledge Skills and Abilities You Will Need: Ideal candidates will have a proven history of being extremely self-motivated, highly organized and open communicators who are eager to work in a fast-paced client focused entrepreneurial environment with limited formal structure. Who You Are: The Senior Investments Manager will be responsible for managing and owning the diligence process for new investment opportunities at QTS: Manage processes internally for investments group to ensure timely and accurate response.
Investments Manager - Data Center Portfolio QTS Realty Trust LLCInvestments Manager - Data Center PortfolioDuluth, GAKnowledge Skills and Abilities You Will Need: Ideal candidates will have a proven history of being extremely self-motivated, highly organized and open communicators who are eager to work in a fast-paced client focused entrepreneurial environment with limited formal structure. Who You Are: The Senior Investments Manager will be responsible for managing and owning the diligence process for new investment opportunities at QTS: Manage processes internally for investments group to ensure timely and accurate response.
Vice President, Investments QTS Realty Trust LLCVice President, InvestmentsDuluth, GAOversight of outcomes from development and asset models to support the company acquisitions, financings (joint-venture, equity initiatives, etc.), land, asset, and operating company acquisitions/dispositions. Project management of financial items through these transactions: Present succinct findings in an executed, summary-level that drives value and Executive decision-making.
PDC Operations Investments Analyst Ultimate Staffing ServicesPDC Operations Investments AnalystJefferson, Georgia$35–$40 / hourThe position works cross-functionally with leadership, finance, procurement, and operations teams to ensure projects are completed on time, within scope, and within approved budgets. In addition, the Analyst contributes to project tracking, reporting, and continuous improvement initiatives while supporting overall capital planning and facility operations.
Director, Family Office Investments CollydeDirector, Family Office InvestmentsAlpharetta, GeorgiaYou will set the investment philosophy and portfolio construction framework for the division, expand our private markets and values-aligned investing capabilities, and serve as a visible thought leader to clients, advisors, and the broader market. About the role Our Client's Family Office is seeking a Director, Family Office Investments to lead portfolio strategy and private markets investing for UHNW families in a faith-based wealth management environment.
NewInvestment Consultant Atlanta (Peachtree Corners), GA The Charles Schwab CorpInvestment Consultant Atlanta (Peachtree Corners), GAPeachtree Corners, GAYou'll develop core consulting skills through proactive client outreach, needs-based conversations, and solution positioning-while learning alongside experienced Financial Consultants who provide coaching, mentoring, and real-time feedback. Use active listening and thoughtful questioning to understand client needs and identify appropriate solutionsCommunicate clearly and persuasively to build trust, align on next steps, and guide client decisions.
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.
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.
Senior Premier Banker - North East GA Wells FargoSenior Premier Banker - North East GAGAINESVILLE, GAThe following job profile is intended to provide a general sense of what Senior Branch Premier Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of clients serviced, banking services and options of various clients, and client needs. Upon successful completion, employees will transition to the Senior Branch Premier Banker (SAFE) role and perform the following duties: + Proactively acquire new affluent consumer and small business customers, and deepen existing relationships, through outreach and pre-planned appointments.
Senior Consumer Relationship Banker - Sugar Hill Branch Regions Financial CorpSenior Consumer Relationship Banker - Sugar Hill BranchSugar Hill, GAJob Description: At Regions, the Senior Consumer Relationship Banker is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs, and meeting those needs by proactively offering appropriate products, services, and guidance to achieve their financial goals. This role will focus on acquiring and deepening existing customer relationships with a focus on Preferred Banking Households to include more complex, affluent solutions, wealth opportunities, investments, lending, debt consolidation, and in-depth saving conversations.