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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. The PWA uses familiarity with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships.

YEAR

U.S. Bancorp

PWM Private Wealth Advisor

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Partner across Sales, Service Sales, Services Delivery, Quoting, Product PLM, Engineering, Marketing, Finance, Legal, Supply Chain, Partner Management and regional leadership. Pay ranges at Ciena are designed to accommodate variations in knowledge, skills, experience, market conditions, and locations, reflecting our diverse products, industries, and lines of business.

Ciena Government Solutions

Senior Advisor, Product Line Management, Maintenance & Managed Services

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ADAPTED_NOW

Our cloud based SaaS platform provides employer solutions that increase cash flow and efficiency, reduce risk, and give a competitive edge in managing and retaining high-quality employees. Conduct employee education sessions and enrollment meetings as well as individual retirement readiness sessions as needed.

MPAY Inc

Licensed Retirement Plan Advisor

MPAY Inc Jobs

As a Service Advisor, you’ll be at the forefront of the automotive industry, promoting the most innovative parts and accessories available on the market today, and working with the latest in diagnostic technology in a state-of-the-art environment. Every employee at Lou Sobh Automotive is absolutely critical to its success and we’re always looking for smart, engaging, creative and dynamic people who want to join a team where they matter.

Lou Sobh Kia

Service Advisor

US Bank

Private Wealth Management Private Wealth Advisor

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IRecruitee

Advanced and proven working knowledge of deposit, credit and investment products* Successful background working in a goal based, results-driven, sales environment that uses tools such as leaderboards, pipeline reporting and other sale management tools to be successful* Ability to thrive and be an active participate on a team* Demonstrated proficiency in basic computer applications, such as Microsoft Office software products* Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check Preferred Qualifications:* CFP preferred or CTFA, CFA, CPA, JD or MBA* Completion or enrollment in certification programs such as CFA, CFP, CPWA and CPA* 5 or more years of sales and client management experience in the Wealth Management and demonstrated ability to manage a portfolio of high net worth clients* Graduate of a leadership or management development program (Such as LDP, Banking School) General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Ensures that appropriate continuing education requirements are met where needed* 8 or more years of sales and client management experience in Wealth Management and a demonstrated ability to manage a portfolio of high net and ultra-high net worth clients with complex credit and banking needs* Successful track record using interpersonal, sales, presentation and relationship management skills previously demonstrated in the high net worth marketplace* Advanced and reputable credit knowledge with a proven track record working complex credit deals and/or in tandem with a senior credit advisor.*

Truist Bank

Wealth Advisor III - Atlanta

Lou Sobh Volkswagen of Athens

Coach branch staff regularly in every location to better profile customers to identify short-term and long-term goals and provide appropriate solutions as needed. Responsible for partnering with every line of business (Mortgage, Business Banking, Private Bank, etc.) to provide clients with best solutions for all their needs.

Huntington Bancshares Inc

HFA Financial Advisor Senior -Branch

Meet all the client's financial needs, both business and personal, and refer clients to other specialty areas such as Trust, Investments, Insurance, Treasury Management, etc. Pre-qualify client prospects in a thorough and timely manner, matching the client's mortgage needs with the appropriate loan program and risk appetite.

Synovus Bank

Mortgage Advisor-Macon

This position is responsible for originating mortgage loan volume in majority minority census tracts (MMCT's) and low to moderate income (LMI) borrowers in accordance with Pinnacle's values and mission as well as investor underwriting guidelines to assure timely loan funding and comply with all state, federal and investor compliance requirements, and regulations. Analyze detailed financial and credit data, matching the client's mortgage needs with the appropriate loan program and risk appetite, and communicate the final credit decision to the client.

Community Mortgage Advisor -Affordable Housing Specialist

Mortgage Advisor - Atlanta

Mortgage Advisor - Augusta

Proactively solicit new business relationships through prospects and referral requests and pursue personal banking relationships of assigned Board of Directors and requesting referrals from Board members. This position may require 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).

Synovus Financial Corp

Client Service Advisor

Client Service Advisor - Johns Creek/Suwanee

This position is responsible for originating mortgage loan volume in majority minority census tracts (MMCT''s) and low to moderate income (LMI) borrowers in accordance with Pinnacle''s values and mission as well as investor underwriting guidelines to assure timely loan funding and comply with all state, federal and investor compliance requirements, and regulations. This position may require 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).

Community Mortgage Advisor - Affordable Housing Specialist

Client Service Advisor - Conyers

In this role, youll be a trusted advisor to enterprise customers, working alongside our commercial teams to shape solutions that bring together SAP EHS, regulatory content, 3E Generate, and emerging AI-enabled capabilities. At 3E, were looking for a Senior Solutions Advisor who can connect deep technical knowledge with customer needs, helping businesses navigate evolving regulations, optimize their compliance processes, and get greater value from their technology investments.

3E Company

Senior Solutions Advisor (SAP EH&S)

Job Description: The company is looking for a trustworthy, empathetic, and service-minded individual to help our clients build a path to financial independence. This will include meeting with prospective clients in person, over the phone, and via web conference.

Darren Caddle

Financial Advisor

TECHNOLOGY ENABLEMENT: Leads and advises on all technology solutions for assigned processes, including facilitating technology enablement decision making processes, such as key design decisions, automation and user roles, and making proposals to integrate process deployment organization into enterprise resources planning projects to drive alignment between project and process objectives, decisions and deliverables. STAKEHOLDER ENGAGEMENT & CHANGE IMPACT: Influences and engages with partners to align process strategy and initiatives with the needs and priorities of all relevant parties, including guiding process adoption, providing up-to-date training documentation, evaluating process effectiveness, maintaining an integrated process community, and facilitating change and solution implementation.

Investment Advisor Jobs in Georgia

PWM Private Wealth Advisor U.S. Bancorp

Senior Advisor, Product Line Management, Maintenance & Managed Services Ciena Government Solutions

Licensed Retirement Plan Advisor MPAY Inc

Service Advisor Lou Sobh Kia

Private Wealth Management Private Wealth Advisor US Bank

PWM Private Wealth Advisor US Bank

Wealth Advisor III - Atlanta Truist Bank

Service Advisor Lou Sobh Volkswagen of Athens

HFA Financial Advisor Senior -Branch Huntington Bancshares Inc

Mortgage Advisor-Macon Synovus Bank

Community Mortgage Advisor -Affordable Housing Specialist Synovus Bank

Mortgage Advisor - Atlanta Synovus Bank

Mortgage Advisor - Augusta Synovus Bank

Client Service Advisor Synovus Financial Corp

Client Service Advisor - Johns Creek/Suwanee Synovus Financial Corp

Community Mortgage Advisor - Affordable Housing Specialist Synovus Financial Corp

Client Service Advisor - Conyers Synovus Financial Corp

Senior Solutions Advisor (SAP EH&S) 3E Company

Financial Advisor Darren Caddle

Advisor, Global HR Process Owner - HR Core Cargill Inc

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