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.
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.
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 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.
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.
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.
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.
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.
Insurance, Investment Segment Leader Marsh & McLennan Companies IncInsurance, Investment Segment LeaderGA$232,000–$348,000 / yearMercer is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. What makes you stand out: 15+ years of experience advising on or overseeing insurance portfolios including complex fixed income, capital efficient investment solutions and other alternative investments.
Endowments & Foundations, Investment Segment Leader Marsh & McLennan Companies IncEndowments & Foundations, Investment Segment LeaderGA$232,000–$348,000 / yearWe aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. Mercer is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries.
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.
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.
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.
Corporate Finance Senior Analyst Priority Technology Holdings, Inc.Corporate Finance Senior AnalystAlpharetta, GA$95,000–$115,000 / yearInvestor Relations: Assist in the preparation of quarterly earnings call scripts, financial reports, press releases and investor presentations; gather and analyze financial data to benchmark performance against peers and market trends. About Priority: Priority Technology Holdings, Inc. is a leading financial technology company on a mission to deliver a personalized, easy-to-adopt financial toolset that accelerates cash flow and optimizes working capital for businesses.
Senior Financial Analyst Tidal Wave ManagementSenior Financial AnalystPeachtree Corners, GeorgiaTidal Wave Auto Spa is a national brand that is forecasted to grow at a rapid rate for years to come, so we are aggressively pursuing individuals with exceptional talent and leadership qualities. The Senior Financial Analyst supports the Company’s finance and capital markets functions through financial modeling, reporting, compliance monitoring, and project finance administration.