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FEED

Translate client business objectives and commercial targets (e.g., asset growth and net flows, advisor engagement, new accounts, qualified pipeline, customer lifetime value) into clear media strategies, investment frameworks, and budget and channel allocations. Cross-channel fluency across paid social, search, programmatic, CTV and online video, audio, and content partnerships, with enough platform knowledge (e.g., LinkedIn, Meta, Google, DV360, The Trade Desk) to direct and pressure-test activation.

YEAR

Prophet

Associate Media Director

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ADAPTED_NOW

Working under the direction of the Senior Lead, Complex Products Manager, this role coordinates product onboarding, platform updates, sponsor relationships, reporting, advisor-facing resources, and cross-functional projects across alternative investments, annuities and insurance strategies, ETF-driven structures, and other products requiring enhanced education or controls. We 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.

Osaic

Complex Product Manager

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Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. In addition, they are able to deliver quality Private Bank client relationships (solutions and services) in an intensely competitive fragmented market, taking fullest advantage of the Citi franchise while protecting the Bank and client/firm by complying with relevant policies, procedures, and country legal/regulatory requirements.

Citigroup Inc.

Citi Private Bank - Uhnw Private Banker - Director / MD

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OneDigital complies with all criminal history inquiry [or 'ban the box'] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington. Maintain a working understanding of all OneDigital internal and partner systems impacting sales and service efficiency and client experience including CRM, investment, financial planning, advanced planning, compliance, corporate finance, and IT.

OneDigital

Client Service Manager

OneDigital complies with all criminal history inquiry [or ‘ban the box’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington. Maintain a working understanding of all OneDigital internal and partner systems impacting sales and service efficiency and client experience including CRM, investment, financial planning, advanced planning, compliance, corporate finance, and IT. .

OneDigital Investment Advisors

As a ledger-native system of record, Gridline provides a single source of truth that tracks the entire investment lifecycle down to the transaction layer, enabling RIAs, family offices, and private banks to manage their private markets business in one place. This is an externally facing role for an experienced seller who understands the specific nuances of how RIAs buy technology that serves as the core engine to build, launch, run, and manage private market vehicles.

Gridline

Sr. Account Executive (SaaS Sales)

Knowledgeable about the nuances of the Financial Services industry broadly, and insurance specifically, as well as front-line sales and commerce organizations, and are ready to apply your knowledge to help clients optimize and transform their sales and service solutions. Originate, qualify, and close new opportunities for Accenture with our Insurance industry clients, including sales (advisor) enablement, go-to-market strategies, direct to consumer growth, lead management, and sales operating model design.

Accenture Plc

Senior Manager | Sales Reinvention | Insurance

Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. We combine a boutique’s personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an innovative industry leader to create a profoundly different wealth management experience for our clients.

Corient

Manager, Personal CFO

Keys: Financial Services, Investment Advisory, WMP (Envestnet), Billing, Accounting, Customer Service, Advisor Support, Client Support, Operations Support, Account Management, Broker-Dealer, Financial Advisor, Support Representative, Customer Service Representative, Back Office Operations. The Investment Advisory Billing Specialist i s responsible for processing billing-related activities for advisory accounts with a strong focus on accuracy, timeliness, and adherence to established procedures.

Advisor Group

IA Processing Specialist

Deep, demonstrable expertise across the Microsoft Power Platform — Power Automate, Power Apps, Dataverse, and AI Builder — together with Microsoft 365 Copilot extensibility (declarative agents, API plugins, connectors, and the CoPilot Studio agent builder). The Architect partners with business and technology stakeholders to translate priority use cases into secure, scalable, production-grade copilot experiences aligned with Invesco’s AI strategy, risk posture, and regulatory obligations.

Invesco

Associate Director, CoPilot Studio Solution Architect

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Prophet Brand Consulting

Nice to have: experience reaching financial advisors and institutional audiences; experience growing client relationships or supporting new business; familiarity with ABM, intent data (e.g., 6sense, Bombora), and CRM platforms (e.g., Salesforce, Marketo). The right person thinks like a business advisor first: someone who can explain to a CMO or head of distribution how media is moving the numbers they care about, who uses AI-powered tools to work faster and smarter, and who builds a team that does the same.

Senior Media Director

This individual will play a key role in supporting client relationships by preparing for review meetings, assisting in the development of comprehensive financial plans, and ensuring that investment and insurance strategies are clearly presented to clients. Work alongside their Director or Investments to generate and analyze investment reports for accounts under management, highlighting performance, allocation, and opportunities for rebalancing or repositioning.

Financial Planner Recruiting

Financial Planning Specialist

OSAM is a leading provider of Custom Indexing services via its Canvas platform which offers financial advisors an unprecedented level of control and ease in creating and managing personalized separately managed accounts (SMAs) that target improved after-tax outcomes. O'Shaughnessy Asset Management (OSAM) is owned by Franklin Templeton, a dynamic firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals.

Franklin Resources Inc

Senior Product Specialist (Canvas) - Southeast

The Division of Development and Alumni Relations at the University of Georgia advances the goals, objectives, and priorities of the university by generating private financial support, building, and maintaining relationships with alumni and donors, and assisting students with career development opportunities. While building a portfolio and advancing major gift opportunities within Atlanta will be the primary focus of the role, Atlanta is a shared fundraising market that includes significant activity from multiple colleges, schools, units, and development officers.

University of Georgia

Regional Director of Development

Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services. The Senior Market Strategist is a senior investment professional who extends the capacity of the Chief Investment Officer through delegated responsibility for market communication, advisor and CPA engagement, and investment related analysis across public and private markets.

Aprio

Senior Market Strategist

IRecruitee

Seeks to continually increase knowledge of the financial planning philosophy and biblical principles upon which Blue Trust serves its client base through learning associated scripture memory verses in order to integrate Blue Trust's philosophy into client counsel and services. Role Overview: The Paraplanner, Centralized Planning is responsible for delivering high-quality financial planning analysis and client-ready deliverables that support Advisors and Planners in serving clients effectively and efficiently.

Blue Trust Inc

Paraplanner, Centralized Planning

With over $200B in client assets across direct index and active strategies, our customized solutions use individual securities, BlackRock Mutual Funds and iShares ETFs to customize, diversify, and tailor investment solutions to HNW/UHNW and Institutional clients. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.

BlackRock Inc

Associate, Product Manager

This leader will own the technology direction for client and advisor portals, institutional digital servicing platforms, public websites, personalization capabilities, customer-service enablement tools and emerging AI-powered experiences that make it easier for clients to engage with Invesco globally. The Associate Director, Global Digital Platform Technology Lead will define and deliver the technology strategy, architecture and roadmap for Invesco's external-facing digital capabilities across financial advisors, institutional clients, intermediary partners and global client experiences.

Invesco Ltd

Director, Global Digital Platform Technology Lead

The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual.

Wealth Advisor Jobs in Atlanta, GA

Associate Media Director Prophet

Complex Product Manager Osaic

Citi Private Bank - Uhnw Private Banker - Director / MD Citigroup Inc.

Client Service Manager OneDigital

Client Service Manager OneDigital Investment Advisors

Sr. Account Executive (SaaS Sales) Gridline

Senior Manager | Sales Reinvention | Insurance Accenture Plc

Manager, Personal CFO Corient

IA Processing Specialist Advisor Group

Associate Director, CoPilot Studio Solution Architect Invesco

Associate Media Director Prophet Brand Consulting

Senior Media Director Prophet Brand Consulting

Financial Planning Specialist Financial Planner Recruiting

Senior Product Specialist (Canvas) - Southeast Franklin Resources Inc

Regional Director of Development University of Georgia

Senior Market Strategist Aprio

Paraplanner, Centralized Planning Blue Trust Inc

Associate, Product Manager BlackRock Inc

Director, Global Digital Platform Technology Lead Invesco Ltd

Global Employer Services Managing Director - Actuarial Services Bdo Consulting

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