UNKNOWN

FEED

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 Health and Benefits, Inc.

Client Service Manager

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The Talent Acquisition Specialist will help advance Blue Trust's growth by supporting full-cycle recruiting, advising hiring partners, maintaining strong recruiting practices, and representing the company with professionalism and warmth to candidates, universities, and mission-aligned partners. Blue Trust provides wealth management and trust services informed by biblical principles to help clients make wise financial decisions, live generously, and steward a lasting legacy.

Blue Trust Inc

Talent Acquisition Specialist

Our services include investment advisory, as well as integrated planning and coordination across key areas such as tax strategy, risk management guidance, wealth and estate planning support, philanthropic planning, and family governance - helping clients navigate complexity and make informed decisions aligned with their goals. The Senior Associate will help manage client engagements, coordinate aviation projects, maintain operating workflows, and support ongoing advisory relationships across charter, jet card, fractional ownership, aircraft management, and whole aircraft ownership structures.

Pathstone Family Office

Senior Associate, Aviation Advisory

Summary: The Transition Processing Specialist will be part of a team responsible for the accurate, timely and efficient processing of incoming and outgoing paperwork pertaining to client account opening, account maintenance, rep changes, sponsor company changes and supporting the day-to-day activities associated within Brokerage Operations. 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.

YEAR

Osaic Inc

Transitions Processing Specialist

The Senior Associate, Private Markets Product role will play a key role in developing and launching private markets solutions tailored for financial advisors, high-net-worth individuals, and retail platforms. This role supports the full product lifecycle—from idea generation and feasibility analysis to strategic alignment, stakeholder review, and implementation readiness (in partnership with regional product implementation platforms).

Invesco

Senior Associate, Private Markets Product

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ADAPTED_NOW

BlackRock SMA Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and multi-asset. Success in this role requires strong Salesforce platform knowledge, a detail-oriented mindset, deep understanding of business processes, and a passion for improving quality through structured processes, automation, and continuous collaboration.

BlackRock

Vice President, Salesforce QA Engineer

Ivy Exec

The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. Thorough knowledge of Commercial, Treasury Management, and alternative lending and financing options l Ability to assess client needs, drivers of profitability, and corporate/personal life cycle optimizing financial solutions.

Fifth Third Bancorp

Commercial RM II

The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. GENERAL FUNCTION: Responsible for profitable business development as well as monitoring the quality of an largest existing portfolio of companies with annual gross sales of at least $50MM and generally less than $500MM within a specific geographic area.

Fifth Third Bank

Commercial RM

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Contribute to the sales team's goal of creating predictable, scalable growth by proactively identifying ways to make the team better, meeting sales SLAs, and consistently maintaining accurate and complete records in Salesforce. At least 5 years of experience working as an independent financial advisor; as a sales professional at a B2B financial services, fintech, or SaaS organization; or as a consultant specializing in financial services at a top-tier management consulting firm.

Altruist Corp

Sales Executive, Southeast Territory

Provide thought leadership on backend, NLP, and conversational AI solutions and identify opportunities where technology can improve business outcomesSupport development, testing, deployment, and operational readiness of applications Required Skills & Experience . This role will contribute to modernizing advisor-facing experiences by embedding AI-enabled orchestration into existing workflows and the development of scalable backend services that enable intelligent, conversational platforms.

Sapsol Technologies Inc

Tech Lead (Ai)

Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. EisnerAmper is seeking a Tax Director to join our Real Estate Tax practice with a primary focus on privately held real estate owners, developers, operators, family offices, and closely held real estate businesses.

TAG EisnerAmper, LLC (Inactive)

Tax Director - Real Estate

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. Job Summary: A Global Employer Services (GES) Managing Director in our group is responsible for working with partners to ensure successful operations and financial growth of the group.

BDO USA PC

Global Employer Services Managing Director-Actuarial Services

Knowledge, Skills, and/or Abilities: Excellent written communication skills - writes clearly; edits work for spelling and grammar; varies writing style to meet needs; presents numeric data effectively; able to read and interpret written information. The Account Executive will prepare applications, specifications and marketing strategy for new business as well as the renewals of assigned clients with some degree of supervision and approval from their Supervisor.

NFP Corp

Affluent Personal Lines Account Executive (GA / Remote E.S.T.)

Knowledge, Skills, and/or Abilities: Excellent written communication skills - writes clearly; edits work for spelling and grammar; varies writing style to meet needs; presents numeric data effectively; able to read and interpret written information Self-confident to make sound independent decisions Ability to successfully interact with a variety of people/personalities Strong leadership skills Possess technical expertise plus good analytical and problem-solving skills Ability to handle situations in a calm, courteous and professional manner Strong attention to detail, decision-making skills and problem resolution Education and/or Experience: Typically more than 5 years of industry and product line experience Recent High Net Worth Personal Lines experience required Recent experience at a retail brokerage or independent agency required Familiarity with major markets, such as AIG, Chubb/ACE, Cincinnati, Berkley One and PURE Experience with Agency Management Systems; EPIC highly preferred BA/BS preferred. The Account Executive will prepare applications, specifications and marketing strategy for new business as well as the renewals of assigned clients with some degree of supervision and approval from their Supervisor.

Aon Plc

We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location.

Account Manager

Supports the marketing and renewal process by preparing and distributing RFPs, analyzing carrier proposals and plan designs, negotiating with carriers, reviewing contracts and source documents for accuracy, and recommending renewal strategies in partnership with Producers and senior team members. Provides ongoing client service support by responding to client requests, resolving product, vendor, or service-related issues, monitoring carrier performance, and recommending appropriate products and services to meet client needs.

Account Manager Employee Benefits (Hybrid)

Essential Core Duties and Responsibilities Vendor Liaison for clients Responsible for maintaining outstanding checklists and renewal timelines Problem-resolution for ongoing or escalated issues Responsible for running carrier reports where applicable, or ordering monthly reporting directly from the carrier Responsible for negotiating with vendors to provide competitive quotes. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach.

Knowledge, Skills, and/or Abilities: Knowledge of benefits administration, Health Care Reform, industry trends, carrier products and services Ability to work independently and anticipate client and team needs Effective time management and decision making skills Diligent follow-up skills Ability to express ideas clearly in both written and oral communications Strong Microsoft Excel and PowerPoint skills Commanding presentation and public speaking abilities Education and/or Experience: Associates degree (or equivalent experience), with BA/BS preferred More than 3 years' client service and/or industry and product line experience Certificates, Licenses, Registration: Life, Accident and Health Insurance License required. Supports the marketing and renewal process by preparing and distributing RFPs, analyzing carrier proposals and plan designs, negotiating with carriers, reviewing contracts and source documents for accuracy, and recommending renewal strategies in partnership with Producers and senior team members.

Account Manager - Employee Benefits

FULL_TIME

Account Manager - Employee Benefits (Hybrid)

[AW]-iCims

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.

Wealth Advisor Jobs in Atlanta, GA

Client Service Manager OneDigital Health and Benefits, Inc.

Talent Acquisition Specialist Blue Trust Inc

Senior Associate, Aviation Advisory Pathstone Family Office

Transitions Processing Specialist Osaic Inc

Senior Associate, Private Markets Product Invesco

Vice President, Salesforce QA Engineer BlackRock

Commercial RM II Fifth Third Bancorp

Commercial RM Fifth Third Bank

Sales Executive, Southeast Territory Altruist Corp

Tech Lead (Ai) Sapsol Technologies Inc

Tax Director - Real Estate TAG EisnerAmper, LLC (Inactive)

Global Employer Services Managing Director-Actuarial Services BDO USA PC

Affluent Personal Lines Account Executive (GA / Remote E.S.T.) NFP Corp

Affluent Personal Lines Account Executive (GA / Remote E.S.T.) Aon Plc

Account Manager NFP Corp

Account Manager Employee Benefits (Hybrid) NFP Corp

Account Manager Aon Plc

Account Manager - Employee Benefits Aon Plc

Account Manager - Employee Benefits (Hybrid) NFP Corp

Associate Director, CoPilot Studio Solution Architect Invesco Ltd

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