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The Senior Associate Wealth Strategist position supports a holistic focus on making wealth transfer planning a primary component of the core client experience at RBC for its high net worth ("HNW") and ultra-high net worth ("UHNW") clients. In addition to supporting external Wealth Strategists, occasionally provide direct consulting, which could range from conference calls or meetings with Wealth Strategists and/or Financial Advisors, clients and their families, and client tax or legal counsel.

YEAR

Senior Associate Wealth Strategist

IRecruitee

The ideal candidate will also serve as a key member of senior leadership team and inform other members of senior leadership on matters concerning strategic importance to the business, establishing key strategic alliances and risk-opportunity analysis for business transactions. The Associate General Counsel position requires compliance with SEC rulings and regulations including proxy statements as well as provide legal guidance on publicity disclosures, press releases and other marketing materials associated with the startup.

Hexagon Lavish

Associate General Counsel

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Review incentive compensation program materials in the United States and internationally, including plan documents, award agreements, employee communications, securities requirements and regulatory requirements in coordination with local counsel, as appropriate. You will work with Accounting, Tax, Treasury, Human Resources, Corporate Social Responsibility and other corporate teams to manage legal requirements, assess risk and support decisions that help Fiserv operate with clarity and confidence.

Fiserv (NASDAQ: FISV) is the leading global provider of information management and electronic commerce systems for the financial services industry. Fiserv provides integrated technology and services that create value for our clients. Ranked No. 1 on the FinTech 100 international listing of top technology providers to the financial services industry for 6 of the last 7 years, Fiserv drives innovation that transforms experiences for more than 16,000 clients worldwide including banks, credit unions and thrifts, billers, mortgage lenders and leasing companies, brokerage and investment firms and other business clients.To learn more, visit us <a href="http://www.fiserv.com" target="_blank">www.fiserv.com</a>.

Fiserv Inc

Managing Counsel, SEC

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Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Job Description: Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers- New York, London, San Francisco, Los Angeles, Chicago and Boston.

Baker Tilly Virchow Krause, LLP

Business Valuation Director

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Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. 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.

Truist Financial Corporation

Premier Advisor - Kennesaw, GA

Since our founding in 2003, we have grown into an integrated platform of businesses providing specialized solutions across structured settlements, trust administration, wealth management, and financial services. The Operations Specialist I - Wealth also needs to be self-motivated with the ability to manage multiple tasks concurrently under a time sensitive delivery schedule, goal-oriented, detailed, and have exceptional communication and interpersonal skills.

The Forge Companies

Operations Specialist - Wealth

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Works with Advisor team to proactively establish and maintain mutually beneficial business relationships with internal and external centers of influence such as the CCB, CIG, and other Truist teams as well as the regional leadership team, local advisory board members, outside Certified Public Accountants (CPA), attorneys, civic associations and other individuals and organizations to enhance the marketing efforts of the team. Work in close partnership with Truist Wealth Advisor teammates to coordinate comprehensive wealth management advice and solutions by utilizing objective and sound personal financial planning and financial advisory concepts to provide an integrated delivery of a broad range of wealth products and services to affluent and high net worth individuals.

Wealth Advisor Associate

Establish and maintain mutually beneficial business relationships with internal and external centers of influence such as the CCB, CIG, groups as well as the regional leadership team, local advisory board members, outside Certified Public Accountants (CPA), attorneys, civic associations and other individuals and organizations to enhance the marketing efforts of the team. 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.

Wealth Advisor III - Atlanta

Premier Advisor - Roswell Or Alpharetta, GA

Premier Advisor - Savannah, GA

Over the next decade, Georgia Tech will become an example of inclusive innovation, a leading technological research university of unmatched scale, relentlessly committed to serving the public good; breaking new ground in addressing the biggest local, national, and global challenges and opportunities of our time; making technology broadly accessible; and developing exceptional, principled leaders from all backgrounds ready to produce novel ideas and create solutions with real human impact. Partner with Finance and Planning (F&P) teams in multi-year compensation budget development processes that include both strategic direction and financial modeling capabilities to ensure changes align with the strategic objectives of the Institute and support faculty and staff recruitment and retention goals.

Georgia Institute of Technology

Sr Director-Compensation & Classification

Preferred Requirements: Experience with banking, deposit, custody, safeguarding, treasury, or other financial services agreements and/or seller-side technology or financial services transactions involving regulated financial institutions, digital assets, stablecoins, payments, cross-border transactions, or other fintech businesses. This role will focus primarily on two connected areas: Corporate Development and Ventures, including mergers and acquisitions, strategic transactions, and venture investments; and Financial Partnerships, including agreements with banks and other financial institutions that support Circle's reserve, treasury, and payments operations.

Circle Internet Financial LLC

Special Counsel, Transactions (M&A and Bank Partnerships)

Special high-level recognition for academic excellence in law school, such as selection to Order of the Coif, receipt of the American Jurisprudence Award, or CALI Excellence for the Future Award in related courses; or top grades in classes related to the position to be filled, Evidence of background or experience in the position to be filled, such as taking relevant law school classes or participation in law school clinics, Work or achievement in the law school's law review or other recognized law journal, Success in a moot court or mock trial competition or membership on a moot court or mock trial team. FOREIGN EDUCATION: If you are using education completed in foreign colleges or universities to meet the qualification requirements, you must show the education credentials have been evaluated by a private organization that specializes in interpretation of foreign education programs and such education has been deemed equivalent to that gained in an accredited U.S. education program; or full credit has been given for the courses at a U.S. accredited college or university.

Department of the Treasury
<a href="https://home.treasury.gov/">https://home.treasury.gov/</a>
 The Department of the Treasury is organized into two major components - the Departmental Offices and the operating bureaus. Treasury Bureaus make up 98% of the Treasury work force and are responsible for carrying out specific operations assigned to the Department. The Department of the Treasury includes: 
  *Departmental Offices (DO)  The Departmental Offices (DO)are primarily responsible for the formulation of policy and management of the Department as a whole, while the operating bureaus carry out the specific operations assigned to the Department.   
*Bureau of Engraving & Printing (BEP)  The Bureau of Engraving & Printing (BEP) designs and manufactures U.S. currency, securities, and other official certificates and awards. 
*Internal Revenue Service (IRS)  The Internal Revenue Service (IRS) is the largest of Treasury's bureaus. It is responsible for determining, assessing, and collecting internal revenue in the United States. 
Alcohol and Tobacco Tax and Trade Bureau (TTB)  The Alcohol and Tobacco Tax and Trade Bureau (TTB) is responsible for enforcing and administering laws covering the production, use, and distribution of alcohol and tobacco products. TTB also collects excise taxes for firearms and ammunition.        Bureau of the Fiscal Service  The Bureau of the Fiscal Service was formed from the consolidation of the Financial Management Service and the Bureau of the Public Debt. Its mission is to promote the financial integrity and operational efficiency of the U.S. government through exceptional accounting, financing, collections, payments, and shared services.       The Financial Crimes Enforcement Network (FinCEN)                                                                                                                                                      The Financial Crimes Enforcement Network (FinCEN) supports law enforcement investigative efforts and fosters interagency and global cooperation against domestic and international financial crimes. It also provides U.S. policy makers with strategic analyses of domestic and worldwide trends and patterns.
Inspector General   The Inspector General conducts independent audits, investigations and reviews to help the Treasury Department accomplish its mission; improve its programs and operations; promote economy, efficiency and effectiveness; and prevent and detect fraud and abuse.   
Office of the Comptroller of the Currency (OCC)  The Office of the Comptroller of the Currency (OCC) charters, regulates, and supervises national banks to ensure a safe, sound, and competitive banking system that supports the citizens, communities, and economy of the United States.    
Treasury Inspector General for Tax Administration (TIGTA)   The Treasury Inspector General for Tax Administration (TIGTA) provides leadership and coordination and recommends policy for activities designed to promote economy, efficiency, and effectiveness in the administration of the internal revenue laws. TIGTA also recommends policies to prevent and detect fraud and abuse in the programs and operations of the IRS and related entities.       U.S. Mint  The U.S. Mint designs and manufactures domestic, bullion and foreign coins as well as commemorative medals and other numismatic items. The Mint also distributes U.S. coins to the Federal Reserve banks as well as maintains physical custody and protection of our nation's silver and gold assets.

Department of the Treasury, US

Summer Intern Legal Administrative Specialist Non-Tax

Womble Bond Dickinson (US) LLP, an AmLaw100 firm with more than 1,300 lawyers based in 40 US and UK office locations, seeks a talented and experienced Business Development Strategist to be based in our Mid-Atlantic, Southeast, or Southwest offices, with preferred locations including Atlanta, GA; Baltimore, MD; Charleston, Columbia, and Greenville, SC; Charlotte, Greensboro, Raleigh, Research Triangle Park (Durham), and Winston-Salem, NC; Houston, TX; and Phoenix, AZ with hybrid work arrangements available (at least three days in office).The Work closely with other client development and firm administrative teams, such as communications, digital, events, design, pursuits, and practice group management, to ensure that all business development efforts are coordinated and aligned with the practice group’s strategic business development plans and the firm's overall strategy, while actively driving execution of key initiatives.

Womble Bond Dickinson

Business Development Strategist

In-depth experience in most or all of the following areas: municipal and public finance, familiarity with state and local tax law, tax-exempt finance, tax credits & incentives work (both in and outside Georgia),commercial finance, EB-5 (financing, and securities and other regulatory issues), and tax credit finance. Other key financial products include project finance, syndicated bank loans, EB-5 immigrant investor capital, and tax credit finance (including New Markets Tax Credits).

JBA was founded in the late 1970s by a female computer scientist who managed different projects in IT, and saw a market for supporting companies through building a consultancy. Thus, Jacqueline Buickians and Associates (JBA) was formed. Throughout the years, demand set in for recruitment and we expanded our services in this area. We diversified our offerings for different positions, expanding our company focus from technology to fields like accounting, legal, marketing, administrative, and most recently, warehouse support. Today, JBA provides services beyond recruitment, supporting companies with creative services like digital marketing, employer branding, and training. Building from 35 years in business, our complementing services add value to our clients in this evolving global market.

JBA International

Corporate Counsel -(Public Finance)

Over the next decade, Georgia Tech will become an example of inclusive innovation, a leading technological research university of unmatched scale, relentlessly committed to serving the public good; breaking new ground in addressing the biggest local, national, and global challenges and opportunities of our time; making technology broadly accessible; and developing exceptional, principled leaders from all backgrounds ready to produce novel ideas and create solutions with real human impact. Georgia Tech's faculty attracted more than $1.4 billion in research awards this past year in fields ranging from biomedical technology to artificial intelligence, energy, sustainability, semiconductors, neuroscience, and national security.

Georgia Tech

Registered Nurse - Part Time

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Job Description: Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.

Baker Tilly Virchow KrauseLLP

Completion or enrollment in professional level certification programs (preference in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst.(CFA), Accredited Asset Management Specialist AAMS®, Certified Trust and Financial Advisor CTFA®, Chartered Life Underwriter CLU®, CRPC® – Chartered Retirement Planning Counselor, or ChFC® – Chartered Financial Consultant®. Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services.

Truist Bank

Premier Advisor - Roswell or Alpharetta, GA

Works with Advisor team to proactively establish and maintain mutually beneficial business relationships with internal and external centers of influence such as the CCB, CIG, and other Truist teams as well as the regional leadership team, local advisory board members, outside Certified Public Accountants (CPA), attorneys, civic associations and other individuals and organizations to enhance the marketing efforts of the team. 2. Work in close partnership with Truist Wealth Advisor teammates to coordinate comprehensive wealth management advice and solutions by utilizing objective and sound personal financial planning and financial advisory concepts to provide an integrated delivery of a broad range of wealth products and services to affluent and high net worth individuals.

Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. (In a de novo circumstance [limited established portfolio of clients upon job entry], serves to establish new managed portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint).

Securities Attorney Jobs in Georgia

Senior Associate Wealth Strategist RBC

Associate General Counsel Hexagon Lavish

Managing Counsel, SEC Fiserv Inc

Business Valuation Director Baker Tilly Virchow Krause, LLP

Premier Advisor - Kennesaw, GA Truist Financial Corporation

Operations Specialist - Wealth The Forge Companies

Wealth Advisor Associate Truist Financial Corporation

Wealth Advisor III - Atlanta Truist Financial Corporation

Premier Advisor - Roswell Or Alpharetta, GA Truist Financial Corporation

Premier Advisor - Savannah, GA Truist Financial Corporation

Sr Director-Compensation & Classification Georgia Institute of Technology

Special Counsel, Transactions (M&A and Bank Partnerships) Circle Internet Financial LLC

Summer Intern Legal Administrative Specialist Non-Tax Department of the Treasury, US

Business Development Strategist Womble Bond Dickinson

Corporate Counsel -(Public Finance) JBA International

Registered Nurse - Part Time Georgia Tech

Business Valuation Director Baker Tilly Virchow KrauseLLP

Premier Advisor - Roswell or Alpharetta, GA Truist Bank

Wealth Advisor Associate Truist Bank

Premier Advisor - Savannah, GA Truist Bank

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