UNKNOWN

FEED

This position is for an experienced SQL Developer / Database developer for the Field Management Technology Area and specifically for the Field Personnel Hub Team. The Field Personnel Hub candidate would play a senior developer role on the team with the following responsibilities: • Understanding business needs and converting them into technical specifications.

Jose Merciline

Database developer

sourcestack_via_bold

With nearly $60 billion in assets under advisement, over 460 team members and a nationwide network of 19 offices, we offer comprehensive wealth management and trust services to more than 11,000 clients in all 50 states. Role Overview: The Investment Operations Specialist, Centralized Services is responsible for providing investment account management and investment administrative support to Advisors in accordance with their instructions and client needs/requests.

Blue Trust Inc

Investment Operations Specialist, Centralized Services

linkup_via_bold

With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. The RCSA's primary responsibility is to support Financial Advisors in sales, marketing and day-to-day operations of a growing wealth management practice.

Oppenheimer Holdings Inc

Registered Client Service Associate (Atlanta, GA)

FULL_TIME

This position is with Castle Wealth Partners an independent wealth management firm affiliated with NewEdge Advisors, a premier RIA platform. The person we hire will learn the business from the client service side first, then move into planning and client-facing advisory work as they demonstrate capability.

YEAR

CrossMMG, LLC

Relationship Manager

The Client Transition Specialist works across advisory teams, clients, custodians, and internal partners to manage multiple concurrent workstreams, anticipate and resolve issues in real time, and deliver seamless client and team experience while adhering to firm policies, procedures, and regulatory requirements. Execute the end-to-end onboarding of multiple clients and accounts simultaneously, including preparing and sending client documentation, establishing accounts, facilitating custodian transfers and asset movement, driving each onboarding through completion with speed, accuracy, and exceptional service experience.

Cresset Capital Management LLC

ASSOCIATE DIRECTOR, CLIENT TRANSITION SPECIALIST

Responsibilities include assisting Portfolio Managers, conducting product research, performing portfolio optimizations, reviewing and executing trades, generating reports, analyzing performance, and onboarding new clients. • Support the management of client portfolios including account set up, daily reconciliation, model creation and maintenance, portfolio optimization, tax loss harvesting, and portfolio trading.

Vident Asset Management

Associate Portfolio Manager/Trader

HiringThing

Founded in 2013, Vident boasts a unique portfolio of ETFs, serves as a trusted sub-advisor within the ETF industry, specializes in crafting bespoke indexes and models, and supports a robust SMA platform. The Portfolio Analyst supports all investment related aspects of fund products including product research, implementation, portfolio construction, trade review, risk management, and performance monitor.

Portfolio Analyst, Funds

Founded in 2013, Vident boasts a unique portfolio of ETFs, serves as a trusted sub-advisor within the ETF industry, specializes in crafting bespoke indexes and models, and supports a robust SMA platform. Responsibilities include assisting Portfolio Managers, conducting product research, performing portfolio optimizations, reviewing and executing trades, generating reports, analyzing performance, and onboarding new clients.

Portfolio Analyst, SMA

Job Purpose: 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 Ltd

Senior Associate, Private Markets Product

In this role, the SAM candidate will help build the business plan, event strategy, engagement strategy, field sales support, data delivery and will help coordinate every aspect of the partnerships we have built with the industry's most significant WealthTech, Custodian and TAMP Partners. The WMP team constructs the business strategy for client Partners, negotiates business terms for impacting organic growth and is responsible for the full integration of Invesco products onto client Partner platforms.

Strategic Account Manager

Reporting to the HR Manager, this person proactively supports hiring managers by prescreening candidates, coordinating interviews, maintaining timely candidate communications, preparing hiring documentation, and managing onboarding logistics. Founded in 2013, Vident boasts a unique portfolio of ETFs, serves as a trusted sub-advisor within the ETF industry, specializes in crafting bespoke indexes and models, and supports a robust SMA platform.

Human Resources Associate

Assist with data entry for key client needs such as new account opening and financial planning at the direction of the FAs/PWAs/teams • Remaining current on all policies, procedures and new platforms • Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.

Morgan Stanley

Client Relationship Analyst

Have an Enterprise Mindset: you invest in marketing; you purchase quality consumer leads; you recruit exceptional producers; you leverage technology and data to your advantage as well as develop strong, symbiotic relationships with other leaders in their communities such as: Mortgage professionals; Realtors; Banking professionals; Financial advisors; Commercial lenders; CPAs; Attorneys; Chamber of Commerce organizations; Local business owners; Other Centers of Influence in the community. Successful agency owners often come from: Executive Leadership; Medical Device Sales; Technology & SaaS; Financial Services; Commercial Banking; Commercial Real Estate; Business Ownership; Automotive Sales Leadership; Recruiting & Staffing Company Owners; B2B Sales.

Farmers Insurance, District 44-14

Agency Owner

Workable

Summary As a Client Services Specialist on our Wealth Management team, you will be responsible for delivering exceptional operational support to advisors and clients by managing account requests, resolving service issues, coordinating with custodians and internal teams, and ensuring a seamless client experience. This role requires strong relationship management, organization, attention to detail, and the ability to thrive in a fast-paced, client-focused environment while providing responsive, high-quality service.

Smith & Howard

Client Services Specialist

ea_via_bold

Summary: The Finance Manager, M&A will play a critical role in supporting the firm's acquisition strategy through the evaluation, execution, and integration planning of Registered Investment Advisors (RIAs), financial advisor practices, wealth management firms, and related business opportunities. 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

Finance Manager, M&A

The Financial Wellness Consultant executes strategic education pr ograms, provides guidance in one-on-one and group settings, and acts as a primary relationship manager for assigned clients and plan sponsors - identifying participant needs that extend beyond workplace retirement planning and making thoughtful referrals to Creative Planning's broader team to ensure each individual receives the right level of support. This role combines participant-focused education delivery with relationship-centric financial planning support, helping individuals make informed decisions abou t their financial lives and, when appropriate, connecting them with Creative Planning's compre hensive wealth management services for deeper guidance.

Creative Planning Inc

Financial Wellness Consultant

Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. In conjunction with the Senior Risk Officer, the Risk Officer has accountability for maintaining a consistent controlled environment through adherence of business ethics and practices and adherence to all applicable Federal, State and Local laws, Morgan Stanley Wealth Management policies, and other regulations.

Risk Officer

ADAPTED_NOW

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. 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.

IA Processing Specialist

nas_advisorgrouporganic

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. Responsibilities: Represent Osaic and our Wealth Management Firms, starting with a deep understanding of our Wealth Management suite of solutions, and following with research and observation to see how the solutions meet the needs of potential financial advisors/enterprises.

Svp, Business Development

Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). This Director is the go-to advisor on Financial Services transactions, responsible for delivering specialized expertise in insurance, wealth & asset management, banking & capital markets M&A diligence, with the ability to specialize within certain FIG subsectors as desired/per specific expertise.

Wealth Advisor Jobs in Atlanta, GA

Database developer Jose Merciline

Investment Operations Specialist, Centralized Services Blue Trust Inc

Registered Client Service Associate (Atlanta, GA) Oppenheimer Holdings Inc

Relationship Manager CrossMMG, LLC

ASSOCIATE DIRECTOR, CLIENT TRANSITION SPECIALIST Cresset Capital Management LLC

Associate Portfolio Manager/Trader Vident Asset Management

Portfolio Analyst, Funds Vident Asset Management

Portfolio Analyst, SMA Vident Asset Management

Senior Associate, Private Markets Product Invesco Ltd

Strategic Account Manager Invesco Ltd

Human Resources Associate Vident Asset Management

Client Relationship Analyst Morgan Stanley

Agency Owner Farmers Insurance, District 44-14

Client Services Specialist Smith & Howard

Finance Manager, M&A Osaic

Financial Wellness Consultant Creative Planning Inc

Risk Officer Morgan Stanley

IA Processing Specialist Osaic

Svp, Business Development Osaic

Director, Transaction Advisory Services // Financial Services Portage Point Partners

Similar Job Searches

See More Jobs

Stand out to leading employers.