Senior Associate - Special Situations (Atlanta) Atlanta, GA $126,820.00-$149,200.00 2 weeks agoAtlanta, GA $60,000.00-$100,000.00 3 weeks agoAtlanta, GA $143,905.00-$169,300.00 1 week agoAtlanta, GA $125,000.00-$145,000.00 3 days agoSr Manager, Wealth Advisor - Schwab Wealth Advisory Sr Manager, Wealth Advisor - Schwab Wealth Advisory Atlanta, GA $150,000.00-$500,000.00 1 week agoAtlanta Metropolitan Area $150,000.00-$500,000.00 5 days agoRelationship Manager – Wealth Management Atlanta, GA $85,000.00-$110,000.00 5 days agoSr Manager, Wealth Advisor - Schwab Wealth Advisory Head of ETF Specialists, Institutional, and Wealth Platforms Atlanta, GA $250,000.00-$295,000.00 1 hour agoAtlanta, GA $130,000.00-$200,000.00 1 month agoRelationship Manager - Wealth Management Atlanta, GA $85,000.00-$120,000.00 1 month agoCiti Private Bank - UHNW Investment Counselor - Director / MD Atlanta, GA $200,000.00-$500,000.00 1 week agoWe're unlocking community knowledge in a new way. 5 days ago Be among the first 25 applicantsIncreasing level of financial planning and investment knowledge through practice and advancing responsibility of planning teams and Wealth AdvisorsCompletes financial plans, investment reports, tax and estate analysis as requestedVast majority of time is spent preparing for and in client meetings documenting task items and coordinating client service execution under the Associate Wealth Advisors and/or Wealth AdvisorData and information gatheringBrings forth observations to Lead Advisors regarding clientsLimited oversight on simple projects and plansObserving and learning complex planningAttends networking events and begins to build relationships in the community and with COI peersQualifications & RequirementsMinimum of 2-3 years' experienceProficiency in Microsoft Office, especially ExcelStrong integrity and ability to maintain confidentiality.