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.
NewVP, Financial Consultant Charles SchwabVP, Financial ConsultantAtlanta, GAOpenness to manage wealth on behalf of our clientsincluding:Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning. • Strong candidates will also learn toleverageour team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help yourclient’sprogress toward achieving their goals.
Commercial Banking Client Specialist First Horizon BankCommercial Banking Client SpecialistAtlanta, GAHeadquartered 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. Work closely with Bankers, Treasury Management, and deposit operations to ensure satisfactory on-going monitoring of depository/Treasury Management accounts/services to clients.
NewConsumer Financial Services Career Associate Attorney/Various Offices Pernini Recruiting CompanyConsumer Financial Services Career Associate Attorney/Various OfficesAtlanta, GA$125,000–$170,000 / yearLocations: CA (Los Angeles, Orange County, San Diego, San Francisco) | GA (Atlanta) | MA (Boston)\ NY (New York) \ VA (Richmond, Virginia Beach) HYBRID A premier AmLaw 100 firm is seeking a talented Career Associate Attorney to join their esteemed Consumer Financial Services Practice Group . This is an opportunity to join a market-leading Consumer Financial Services litigation team at a firm known for its deep bench of industry experts and client-focused innovation .
NewLead Specialist, IAM, Saviynt KPMGLead Specialist, IAM, SaviyntAtlanta, GA$114,095–$268,180 / yearStrong hands-on experience with IAM platforms such as Saviynt and CyberArk (preferred); additional experience with SailPoint, Ping, or Okta, along with proficiency in Python, PowerShell, Java, or JavaScript, and integration technologies (REST, SOAP, SAML, OAuth, OIDC, LDAP). If you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory.
AP Specialist Vaco LLCAP SpecialistStone Mountain, GA$28–$32 / hourDetermining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
Installation Specialist United RentalsInstallation SpecialistDecatur, GAAs an Installation Specialist (Service Tech II) within the Fluid Solutions division at United Rentals, you'll use your skills to perform various applications of bypass installations, teardowns and minor repairs of HDPE pipe in a safe and professional manner. You will be responsible for HDPE pipe fusion, bypass installations and teardowns, as well as operating various equipment, including lulls, forklifts, fusion machines, and pumps, while collaborating with your assigned team.
Sr Administrative Specialist Primetals TechnologiesSr Administrative SpecialistAlpharetta, GACome join the 7,000 employees worldwide—including 1,000 team members across 14 U.S. locations—at Primetals Technologies, a Group Company of Mitsubishi Heavy Industries. Primetals Technologies USA, LLC is a leading partner for engineering, plant construction and lifecycle services in the metal industry.
Senior Private Client Relationship Manager First Horizon BankSenior Private Client Relationship ManagerAtlanta, GAHeadquartered 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. Bring in new relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience.
Commercial Relationship Manager First Horizon BankCommercial Relationship ManagerAtlanta, GAHeadquartered 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. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position: Bachelor (4-year college) degree, 5-10 years of experience or equivalent combination of education and experience.
Financial Specialist Georgia GovernmentFinancial SpecialistPeachtree City, GAPerforms professional accounting work, including auditing, analyzing, and verifying fiscal records and reports, preparing financial and statistical reports, providing information to City staff regarding practices and procedures, and reconciling general ledger accounts; assists in preparing the City's annual budgets; prepares year-end audit reports and schedules; knowledge of payroll: and performs related work as required. This position requires exercising a high degree of independent judgment on a diverse array of accounting activities within the department to include special projects, bank reconciliations, internal auditing function, assist in annual audit preparation, rate analysis, liaison for grants and grant administration for internal grants.
Financial Specialist - Crabapple - Banking experience preferred Synovus Financial CorpFinancial Specialist - Crabapple - Banking experience preferredAlpharetta, GAThis position will be responsible for serving the clients as a single touch point, minimizing hand-offs in the office, engaging clients in conversations about the products and solutions, ultimately providing these solutions, expanding existing relationships, and promoting a highly engaged client experience by embracing the Pinnacle Way. Provide client support for general service including account maintenance, instant issue debit card, safe deposit box assistance, research, affidavits, notary service, wire transfers, check orders, foreign currency, interest rate inquiries, assist with ATM inquires, etc.
Financial Services Specialist – Georgia All Financial FreedomFinancial Services Specialist – GeorgiaAtlanta, GA$32,000–$60,000This role supports a professional, structured environment focused on delivering financial education through virtual engagement. We are seeking a Financial Services Specialist to support a growing financial services organization operating nationwide.
Financial Specialist/Personal Travel Banker - Buford - Banking experience required Synovus Financial CorpFinancial Specialist/Personal Travel Banker - Buford - Banking experience requiredBuford, GACertifications or Licenses: This position requires successful registration and issuance of a unique identification number from the Nationwide Mortgage Licensing System (NMLS) in compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE ACT). Processes transactions accurately and efficiently while simultaneously introducing products, services and digital options that meet customer needs and encourages customers to expand their relationship with Synovus.
Financial Clearance Specialist Shepherd CenterFinancial Clearance SpecialistAtlanta, GeorgiaWith five decades of experience, Shepherd Center provides world-class clinical care, research, and family support for people experiencing the most complex conditions, including spinal cord and brain injuries, multi-trauma, traumatic amputations, stroke, multiple sclerosis, and pain. The Financial Clearance Specialist is responsible for ensuring patients are financially cleared prior to services by verifying insurance coverage, interpreting benefits, coordinating authorizations, delivering estimates, and providing financial counseling.
Financial Specialist/Personal Banker I or II - Dunwoody - Banking experience required Synovus Financial CorpFinancial Specialist/Personal Banker I or II - Dunwoody - Banking experience requiredDunwoody, GAProcesses transactions accurately and efficiently while simultaneously introducing products, services and digital options that meet customer needs and encourages customers to expand their relationship with Synovus. Operates as a multi-functional team member with the ability to process transactions, provide optimum service, and consult in an advisory role to maximize the sales potential of every interaction.
Financial Specialist/Personal Banker I or II - Johns Creek Synovus Financial CorpFinancial Specialist/Personal Banker I or II - Johns CreekSuwanee, GAProcesses transactions accurately and efficiently while simultaneously introducing products, services and digital options that meet customer needs and encourages customers to expand their relationship with Synovus. Operates as a multi-functional team member with the ability to process transactions, provide optimum service, and consult in an advisory role to maximize the sales potential of every interaction.
Financial Specialist/Personal Banker I - Jefferson St, Newnan - Banking experience highly preferred Synovus Financial CorpFinancial Specialist/Personal Banker I - Jefferson St, Newnan - Banking experience highly preferredNewnan, GAProcesses transactions accurately and efficiently while simultaneously introducing products, services and digital options that meet customer needs and encourages customers to expand their relationship with Synovus. Operates as a multi-functional team member with the ability to process transactions, provide optimum service, and consult in an advisory role to maximize the sales potential of every interaction.
Financial Specialist/Relationship Banker or Sr - Jonesboro Rd, McDonough - Banking experience required Synovus Financial CorpFinancial Specialist/Relationship Banker or Sr - Jonesboro Rd, McDonough - Banking experience requiredMcDonough, GAAssists the branch RMM with developing and maintaining a quality, diversified loan portfolio, including various types of loan programs such as consumer, small business and real estate. Pursues new business using sales management tools to proactively identify, retain and deepen current customer relationships and to identify and develop prospective clients or centers of influence.
AI Sales Specialist, Financial Services, Google Cloud Google LLCAI Sales Specialist, Financial Services, Google CloudAtlanta, GAExperience working cross functionally (including account teams, technical leads, procurement, and legal) to inventory existing software estate, build business cases for transformation with implementation plans, and close agreements. Customer Engineering, Marketing, Customer Success, Product, Engineering, Channels) to develop go-to-market strategies, drive pipeline and business growth, close agreements, represent the customer, and provide excellent prospect and customer experience.
Financial Programs Specialist All Financial FreedomFinancial Programs SpecialistAtlanta, GA$32,000–$60,000Our organization is expanding and seeking a Financial Services Specialist to support client-facing financial education initiatives nationwide. This role supports a professional, structured environment focused on delivering financial education through virtual engagement.
Federal Reserve Financial Services Sr. Systems Operations Specialist | Lead Systems Operations Specialist Federal Reserve Bank of PhiladelphiaFederal Reserve Financial Services Sr. Systems Operations Specialist | Lead Systems Operations SpecialistAtlanta, GeorgiaFederal Reserve Bank of Atlanta Federal Reserve Financial Services (FRFS) delivers a suite of payments services to financial institutions via FedLine® Solutions, Fedwire® Funds and Securities, the National Settlement Service (NSS), FedCash®1, FedACH®, Check Services, and the FedNow® Service. FRFS operates as a fully integrated organization with groups dedicated to customer experience, operations, technology, product and customer/industry management, enterprise services, payments system improvement, and one focused on the ongoing growth and development of the FedNow instant payment service.
Federal Reserve Financial Services Sr. Systems Operations Specialist | Lead Systems Operations Specialist The Federal Reserve SystemFederal Reserve Financial Services Sr. Systems Operations Specialist | Lead Systems Operations SpecialistGAFederal Reserve Financial Services (FRFS) delivers a suite of payments services to financial institutions via FedLine Solutions, Fedwire Funds and Securities, the National Settlement Service (NSS), FedCash1, FedACH, Check Services, and the FedNow Service. FRFS operates as a fully integrated organization with groups dedicated to customer experience, operations, technology, product and customer/industry management, enterprise services, payments system improvement, and one focused on the ongoing growth and development of the FedNow instant payment service.
Financial Aid Specialist - PT Temporary Georgia Gwinnett CollegeFinancial Aid Specialist - PT TemporaryLawrenceville, GAResponsible for providing accurate and timely information regarding various financial aid programs, assisting and collaborating with students and their families in completing application forms to ensure seamless processing of financial aid applications. The specialist works in the Financial Aid Services office playing a pivotal role in the financial aid process by supporting students and their families throughout their financial aid journey.
Financial Solutions Specialist - Roswell LGE Community Credit UnionFinancial Solutions Specialist - RoswellRoswell, GeorgiaProactively maintain in-depth knowledge to have the ability to answer routine/complex questions and provide solutions/suggestions in regards to: LGE Products and Service, Branch Policies and Procedures , and Rules and Regulations . Guided by a strong commitment to provide a better financial future for our members, the Financial Solutions Specialist (FSS) will suggest relevant products and services to help our members meet their financial goals.
Senior Claims Specialist- Financial Lines Westfield Insurance CoSenior Claims Specialist- Financial LinesGAThe role also evaluates claims for reserve and settlement, executes settlement strategy, negotiates settlements proactively, attends arbitrations and ensures appropriate file documentation. Handle claims in accordance with Claim Handling Best Practices in all phases of the claim including through initial contact, investigation of the claim, evaluation the claim for coverage and reserving for exposure, and in the resolution and documentation of claims.
Financial Development Specialist – Georgia All Financial FreedomFinancial Development Specialist – GeorgiaAtlanta, GA$32,000–$60,000This role is designed for professionals who want more ownership over their career progression while operating within a structured financial services organization. This position centers on financial education delivery and helping individuals understand long-term planning strategies.
Claims Specialist- Financial Lines Westfield Insurance CoClaims Specialist- Financial LinesAlpharetta, GATechnical Skills: Account Management Claims Investigations Claims Adjustment Claims Resolution Claims Settlement Financial Controls Auditing Claims Case Management Customer Relationship Management Business Process Improvement Auditing Data Analysis and Reporting. Licenses and Certifications: Certified Professional Claims Management (CPCM) (preferred) Certified Claims Adjuster (CCA) (preferred) Chartered Property Casualty Underwriter (CPCU) (preferred).
Financial Systems Specialist Deloitte Touche Tohmatsu LtdFinancial Systems SpecialistAtlanta, GA$74,900–$147,600 / yearOur purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.
Financial Aid Specialist CampusFinancial Aid SpecialistAtlanta, GeorgiaStay organized across systems, trackers, and notes while managing 200–500+ students, and prioritizing persistent outreach and responsiveness through phone, text, and email. Collaborate closely with Admissions Counselors (ACs), Onboarding Specialists (OSes), and Success Coaches (SCs) to create a smooth, unified student experience across departments.
NewSpecialist Lead, Firm Financial Systems Deloitte Touche Tohmatsu LtdSpecialist Lead, Firm Financial SystemsAtlanta, GA$97,600–$179,900 / yearThis role works across business and technology teams to help resolve system and process issues, support requirements definition, participate in testing and implementation, and contribute to scalable solutions across SAP S/4HANA, SWIFT, and related financial applications. Finance Systems serves as US finance application portfolio subject matter experts, to implement and manage innovative solutions and changes through governance and change management to meet the technology needs of finance and the US member firm.
Financial Aid Training & Development Specialist CampusFinancial Aid Training & Development SpecialistAtlanta, GeorgiaWorking closely with the Financial Aid Quality Assurance Analyst, the Financial Aid Training & Development Specialist uses quality review findings, operational trends, and regulatory updates to identify training opportunities, reinforce best practices, and support continuous improvement across the department. Develop and deliver training related to financial aid technologies, system enhancements, workflow automation, and operational process changes, including new system implementations and enhancements to the SIS, COD, NSLDS, FAFSA Partner Portal, and related systems.
Senior Customer Success Specialist - Financial Audit Wolters Kluwer N.V.Senior Customer Success Specialist - Financial AuditGA$71,300–$124,500 / yearSupport customer renewals and expansion efforts by ensuring customers are renewal‑ready well in advance of contract milestones, identifying expansion opportunities based on outcomes achieved and value realized, reducing friction during the renewal process, and partnering with Sales on commercial discussions. We are looking for a Senior Customer Success Specialist to join our Tax and Accounting division and play a critical role in helping our customers-primarily public accounting firms, with a strong focus on audit practices-achieve meaningful, measurable outcomes from our products and services.
Financial Aid Training & Development Specialist Campus Group IncFinancial Aid Training & Development SpecialistAtlanta, GA$47,000–$56,000 / yearWorking closely with the Financial Aid Quality Assurance Analyst, the Financial Aid Training & Development Specialist uses quality review findings, operational trends, and regulatory updates to identify training opportunities, reinforce best practices, and support continuous improvement across the department. Develop and deliver training related to financial aid technologies, system enhancements, workflow automation, and operational process changes, including new system implementations and enhancements to the SIS, COD, NSLDS, FAFSA Partner Portal, and related systems.
DIRECTOR FINANCIAL SERVICES Cooperative for Assistance and Relief Everywhere IncDIRECTOR FINANCIAL SERVICESAtlanta, GAJOB SUMMARY: The Director of Financial Services serves as a strategic partner to the Global Controller responsible for overseeing the organization''''s global treasury and payroll functions. Support the Global Controller in reviewing and overseeing global payroll processing, ensuring accuracy, timeliness, and compliance with local labor laws, tax codes, and social security regulations.
Federal Reserve Financial Services Sr. Business Analyst The Federal Reserve SystemFederal Reserve Financial Services Sr. Business AnalystAtlanta, GASuccessful execution of duties requires obtaining and authenticating financial institution documentation; impact analysis and manipulation of business applications to establish, close, or merge financial institution accounting and settlement accounts and relationships; engage, educate and consult with financial institution accounting, business systems and technical resources to analyze business application configuration and setup, assess impact and ensure proper financial transaction processing and settlement; and collaborate and coordinate with various internal (FRS) system groups and partners that support interfacing business application systems. Systems Configuration Analyst demonstrates advanced understanding of business application systems supporting multiple Federal Reserve's financial services offerings, the setup of routine to complex processing and accounting relationships for thousands of financial institutions within these systems in order to properly process and settle financial transactions, provides complex operational and technical support, and is a primary resource for troubleshooting or solving complex application and operational problems.
Federal Reserve Financial Services Sr. Configuration Analyst Federal Reserve Bank of PhiladelphiaFederal Reserve Financial Services Sr. Configuration AnalystAtlanta, GeorgiaSuccessful execution of duties requires obtaining and authenticating financial institution documentation; impact analysis and manipulation of business applications to establish, close, or merge financial institution accounting and settlement accounts and relationships; engage, educate and consult with financial institution accounting, business systems and technical resources to analyze business application configuration and setup, assess impact and ensure proper financial transaction processing and settlement; and collaborate and coordinate with various internal (FRS) system groups and partners that support interfacing business application systems. Systems Configuration Analyst demonstrates advanced understanding of business application systems supporting multiple Federal Reserve’s financial services offerings, the setup of routine to complex processing and accounting relationships for thousands of financial institutions within these systems in order to properly process and settle financial transactions, provides complex operational and technical support, and is a primary resource for troubleshooting or solving complex application and operational problems.
Senior Editor, Economics & Financial Services Deloitte Touche Tohmatsu LtdSenior Editor, Economics & Financial ServicesGA$113,100–$208,300 / yearYour responsibilities will include: Leveraging your own subject matter expertise as an economics and finance editor, as well as your overall business understanding and content skills when collaborating with Deloitte business leaders, internal and external thought leaders, economists, financial services research professionals, and publishing and marketing colleagues to strategize, develop, and execute research and insights stories on prioritized topics. Serving as a storytelling strategist, advising on optimal ways to communicate the given insights-including determining the right content type(s) for the given insights, and leveraging multimedia or multimodal storytelling and communication skills to develop copy to suit the medium (reports, articles, infographics, videos, dashboards, etc.).
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.
Field Sales Representative II, Financial Services Google LLCField Sales Representative II, Financial ServicesAtlanta, GADevelop and implement sales strategies to surpass revenue targets and build trusted, consultative relationships with customers, while leveraging emerging technology trends, market analysis, and knowledge of cloud solutions to showcase how Google Cloud can transform customers" business. As part of an entrepreneurial team in this rapidly growing business, you will play a key role in understanding the needs of our customers and help shape the future of businesses of all sizes use technology to connect with customers, employees and partners.
Project Manager FTM (Financial Transaction Manager) Artech LLCProject Manager FTM (Financial Transaction Manager)Atlanta, GA$40–$48 / hourThe ideal candidate will lead large-scale projects involving multiple vendors, oversee project planning and execution, drive data analytics and migration initiatives, and ensure successful delivery through effective stakeholder communication, risk management, and capacity planning. We are seeking an experienced Technical Project Manager with a strong background in the Banking/Financial Services domain and FTM (Financial Transaction Manager) experience.
AVP, Financial Planning Experience OsaicAVP, Financial Planning ExperienceAtlanta, GAWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. The AVP, Financial Planning Experience is a highly visible leadership role within the firm’s National Planning Institute (NPI), serving as the face of the financial planning team to financial advisors, leadership and internal partners.
Merrill Advisor Development Program - Financial Advisor: Atlanta Buckhead & Associates Market Bank of AmericaMerrill Advisor Development Program - Financial Advisor: Atlanta Buckhead & Associates MarketAtlanta, GeorgiaEffectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. Our 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.
AVP, Financial Planning Experience Osaic IncAVP, Financial Planning ExperienceAtlanta, GA$140,000–$165,000 / yearWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Summary: The AVP, Financial Planning Experience is a highly visible leadership role within the firm's National Planning Institute (NPI), serving as the face of the financial planning team to financial advisors, leadership and internal partners.
Financial Advisor II The Forge CompaniesFinancial Advisor IIAtlanta, GAWork diligently to develop expertise in the financial planning process as employed by Advocacy Wealth Management for our unique client base which consists primarily of injured plaintiffs who receive a lawsuit recovery. The Financial Advisor II must learn the Advocacy Wealth, Forge Consulting, and Advocacy Trust planning process, services, systems, and procedures to leverage the expertise of the entire enterprise in service of our clients.
Sales Tax and Fund Recovery Financial Coordinator (Remote) Morley Companies, IncSales Tax and Fund Recovery Financial Coordinator (Remote)GARemoteOffer timely and accurate solutions through inbound and outbound conversations (including phone calls, chats, emails and other communications as needed) while keeping a positive and upbeat attitude. As a Sales Tax and Fund Recovery Financial Coordinator at Morley, you'll help manage the sales tax fund recovery financials for our Fortune 500 and luxury automotive clients.
AML OVERSIGHT & FINANCIAL INTELLIGENCE Manager Intuit IncAML OVERSIGHT & FINANCIAL INTELLIGENCE ManagerAtlanta, GA$185,500–$251,000 / yearThis is a rare opportunity to mature and lead a best-in-class financial crimes intelligence program at a globally scaled, multi-brand fintech - one that integrates the analytical rigor of a traditional financial intelligence unit with the speed, data-driven discipline, and technological agility demanded by Intuit's consumer and business product ecosystem. Through Credit Karma, Intuit serves tens of millions of consumers in the United States and United Kingdom with personal finance products including bank accounts, savings, credit cards, loans, and money movement.
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.
M&A Financial Due Diligence Manager Deloitte Touche Tohmatsu LtdM&A Financial Due Diligence ManagerGA$134,500–$265,100 / yearAs a Manager focused on financial due diligence, you will lead and contribute to engagements advising clients primarily on financial and accounting considerations associated with a wide range of transactions - including acquisitions, divestitures, minority investments, recapitalizations, joint ventures, carve-outs, and other strategic investment activities or liquidity events. Analyze target company performance, including historical and projected operating trends, quality of earnings, revenue metrics and profitability drivers, working capital trends and needs, debt/debt-like items, and other significant potential commitments and contingencies or cash flow risks.
NewTeam Financial Advisor Bank of America CorpTeam Financial AdvisorAtlanta, GARequired Qualifications• Proven ability to engage with and influence others• Exceptional interpersonal and relationship building skills• Effective communication skills (written and verbal) - Proven ability to quickly build trust and credibility• Proven ability to assess needs of clients and recommend appropriate solutions/interventions• Proven ability to work collaboratively on a team and with key partners• Proven ability to listen and probe for clarity and understanding• Goal and results oriented• Ability to source clients through prospecting and networking• Ability to work in an environment where the majority of your compensation is tied to your performance• Strong follow-through skills• Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, ExcelDesired Qualifications• At minimum a Bachelor's Degree• Demonstrated track record of success• Proficiency in using Sales Force / Client Relationship Manager Tool• Strong understanding of the Financial Advisor roleThis position is subject to SAFE Act registration requirements. World class training throughout their career with Merrill Wealth Management• State of the art software programs to assist in your success• Access to a full array of investment and banking products for your clients• Coaches or mentors located within your office to work with you towards your successIdeal candidates:The Team Financial Advisor Development Program is designed for individuals ready to make a career transition and follow their passion of becoming a Financial Advisor.