38 Results for

Private Banker Jobs in Georgia

Jobs

New!

Marietta, GA1 day ago

Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. • Proactive Sales Engagement : Engage clients in consultative conversations to understand financial priorities and recommend personalized banking solutions, with an emphasis on deposit accounts, loans and lines of credit, and referrals to other lines of business within the Bank.

New!

Atlanta, GA1 day ago

Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel.

Atlanta, GA7 days ago

$140,000–$155,000 Per Year

Founded nearly 15 years ago, we are a technology-enabled wealth management platform that empowers independent financial advisory firms to better serve high net worth and ultra-high net worth clients through an integrated suite of software, data, and business services. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

New!

Atlanta, GA5 days ago

$115,000–$140,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Success in this role is demonstrated through strong client service, attention to detail, and the ability to proactively manage multiple priorities while delivering a high-quality client experience.

Atlanta, GA30+ days ago

$150,000–$180,000 Per Year

Upon completion of the prospect targeting onboarding program, generates opportunities with targeted prospects through agreed upon lead generation activities including cold calling, telemarketing campaigns, direct mail and e-mail campaigns, web seminars/seminars, business community outreach, networking, sponsorships referral development, and other lead generation programs as defined in the office/industry business development plan. Under the direction of the Business Development Market Leader or Business Development Managing Director, and in collaboration with the Practice Leaders and the Chief Business Development Officer, the Director, Business Development will be responsible for achieving local office and/or industry revenue goals by building market presence and identifying and helping pursue new business opportunities in line with firm, regional, local office, and industry business strategies.

New!

Saint Simons Island, GA1 day ago

Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel.

New!

Atlanta, GA1 day ago

Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. Partners with Relationship Managers to manage credit proposals and renewals; independently prioritizes requests, identifies risk and risk ratings, recommends and evaluates credit structure, and prepares proposals.

New!

Peachtree Corners, GA1 day ago

Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. About UsFirst Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel.

New!

Atlanta, GA1 day ago

Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. Collaborates with internal partners such as Credit Risk Management, Team Leader, Portfolio Management, and Treasury Management to customize solutions for current and potential customers.

Atlanta, GA30+ days ago

Full-time

Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.

Alpharetta, GA30+ days ago

Full-time

Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role. You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.

Cumming, GA30+ days ago

Full-time

Braselton, GA30+ days ago

Full-time

Hoschton, GA30+ days ago

Full-time

SUWANEE, GA30+ days ago

The 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.

New!

Atlanta, GA6 days ago

As a respected and innovative financial institution, they stand as one of the largest and most admired companies in their sector, boasting a stable and client-focused environment. In their Private Wealth Management division, significant investments are being made to expand the advisor team and enhance client experiences.

Atlanta, GA30+ days ago

Full-time

Los Angeles,CA $100,000.00 - $100,000.00 / year; Rochester,NY $100,000.00 - $100,000.00 / year; Greenwich,CT $100,000.00 - $100,000.00 / year; Greenvale,NY $100,000.00 - $100,000.00 / year; Manhattan Beach,CA $100,000.00 - $100,000.00 / year; Westlake Village,CA $100,000.00 - $100,000.00 / year; San Diego,CA $100,000.00 - $100,000.00 / year; Washington,DC $100,000.00 - $100,000.00 / year; Las Vegas,NV $100,000.00 - $100,000.00 / year; Summit,NJ $100,000.00 - $100,000.00 / year; Seattle,WA $100,000.00 - $100,000.00 / year; Walnut Creek,CA $100,000.00 - $100,000.00 / year; Chicago,IL $100,000.00 - $100,000.00 / year; Baltimore,MD $100,000.00 - $100,000.00 / year; Pasadena,CA $100,000.00 - $100,000.00 / year; Denver,CO $100,000.00 - $100,000.00 / year; Boston,MA $100,000.00 - $100,000.00 / year; San Francisco,CA $100,000.00 - $100,000.00 / year; Palo Alto,CA $100,000.00 - $100,000.00 / year; Irvine,CA $100,000.00 - $100,000.00 / year; Minneapolis,MN $100,000.00 - $100,000.00 / year; New York,NY $100,000.00 - $100,000.00 / year; Cleveland,OH $100,000.00 - $100,000.00 / year . Joining our Summer Analyst Program means you will be joining a team committed to building client relationships and making meaningful contributions to our business with customized wealth management solutions.

Atlanta, GA30+ days ago

$20–$22.50 Per Hour

In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Act of 2008 and Regulation Z and ongoing compliance with all legal or regulatory registration requirements, including, but not limited to maintaining a satisfactory criminal and credit record.

Marietta, GA30+ days ago

Full-time

Using 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.

Suwanee, GA30+ days ago

Full-time

Atlanta, Georgia30+ days ago

Remote

Overview: The Wealth Management Portfolio Manager is responsible for constructing and managing discretionary investment portfolios for high-net-worth individuals and institutions. Additionally, this position supports Private Bankers and Trust Officers on all Investment Management & Trust sales opportunities and client relationship review meetings.

Atlanta, Georgia30+ days ago

Remote

In this role, you’ll develop personalized, comprehensive financial plans for high-net-worth (HNW) clients, helping them achieve their long-term financial goals. Create and present tailored wealth plans covering investment, retirement, estate, tax, risk management, and business succession strategies.

New!

Atlanta, GA6 days ago

Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. This leader will be responsible for leading change management efforts for CRM modernization, quality improvement initiatives, sales tools and training rollout, and driving adoption and consistency of common sales practices across the lines of business and footprint.

Atlanta, Georgia30+ days ago

Remote

You’ll also collaborate with Private Bankers and Portfolio Managers to support Investment Management & Trust sales opportunities and client relationship reviews. Teamwork: Collaborate with Wealth team members and internal partners to deliver a seamless client experience.

Atlanta, GA30+ days ago

Full-time

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. 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.

Atlanta, GA30+ days ago

Full-time

Morgan Wealth Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals while utilizing the latest technology and resources of the entire firm. Supervise the development and mentoring of staff at varying levels of expertise; assess staff performance; prepare and deliver performance evaluations; and participate in recruiting, interviewing, retaining, and recommending pay actions for staff.

College Park, GA30+ days ago

Remote

$90,000–$115,000
Full-time

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. You will work closely with both internal and external stakeholders, and advisors to ensure a seamless transition experience, leveraging your expertise to address challenges, streamline processes, and enhance client satisfaction.

College Park, GA30+ days ago

$150,000–$200,000
Full-time

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. We specialize in supporting independent RIAs by providing technology & CRM, investment platform, practice management, M&A and capital strategies.

Johns Creek, GA30+ days ago

Wealth Management Product Technology team is looking for an experienced Java Developer to join a technologically advanced team focusing on developing and enhancing the Private Banking Group, Sales applications. To be successful, the role will require the individual to understand the banking technology landscape, and to offer creative solutions that integrate current capabilities with proprietary system builds.

Atlanta, GA30+ days ago

Full-time

You will meet with clients primarily through scheduled appointments via video or phone, build a personalized financial plan for each client, and match clients with investment portfolios that are designed and managed by J.P. 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.

Atlanta, GA30+ days ago

Full-time

Knowledge of issues relating to securities-based compensation (restricted stock, employee stock options, performance share units, etc.), pre-liquidity planning, and concentrated position management (such as 10b5-1 plans, derivative-based transactions, and exchange funds) will also be a plus. You should approach clients with a goal-oriented approach; to that end, you will need to learn about the various products and platforms (investment, banking and lending) available to our advisors across USWM in order to identify issues and opportunities to engage with clients.

Atlanta, GA30+ days ago

$50,000–$65,000

Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation about their financial goals and dreams, and help create a game plan or roadmap to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance) Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income a flexible schedule is available. This is an opportunity for those who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial planning professional and potentially develop into management and leadership positions.

Atlanta, GA30+ days ago

$85,000–$120,000
Full-time

Atlanta, GA30+ days ago

Full-time

In this role, directors conduct software product and technology assessments focused on the following key areas: product features / functionality and product roadmaps; technology and architecture; intellectual property and open source; R&D organization and processes, including the software development lifecycle; R&D OpEx and CapEx expenditures; and hosting infrastructure. Continue to develop our people through coaching; providing input and guidance into the staffing process; actively participating in staff recruitment and retention activities; and providing leadership and support for delivery teams and staff in local offices.

New!

Albany, GA3 days ago

Best 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.

Atlanta, GA30+ days ago

Full-time

In this role, managers conduct software product and technology assessments focused on the following key areas: product features / functionality and product roadmaps; technology and architecture; intellectual property and open source; R&D organization and processes, including the software development lifecycle; R&D OpEx and CapEx expenditures; and hosting infrastructure. A&M's Private Equity Performance Improvement Services (PEPI) practice, with offices throughout the US, focuses on serving upper middle market and large cap private equity firms who have engaged A&M to help improve operating results at their portfolio companies.

Greensboro, GA30+ days ago

Manage day-to-day client care including answering phones, responding to emails, scheduling meetings, following up on action items, and tracking tasks to completion. This role keeps the advisor fully informed and prepared so they can focus on advice and planning, while you make sure clients feel known, cared for, and confident in the firm.

Johns Creek, GA30+ days ago

The department is comprised of 10 organizations: Sales, Banking & Corporate-Client Technology, Investment Products & Markets Technology, Client Reporting, Core Processing, Private and International Wealth Management Technology, Technology Integration Office, Enterprise Infrastructure & Production Management, Capital Markets Application & Data Services, Deployment Planning & Release Management, and the Chief Operating Office. The candidate is expected to code, conduct code reviews, and test framework as needed, along with participating in application architecture and design and other phases of the automation.

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