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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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FEED

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.

YEAR

Advisor Group

IA Processing Specialist

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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

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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The Client Services Administrator will play an important role in supporting and strengthening client relationships by assisting with client requests, preparing for meetings, coordinating with custodians and other professional partners, and helping ensure account-related needs are handled accurately and efficiently. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs.

Focus Financial Partners

Client Service Associate

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.

Prophet Brand Consulting

Associate Media Director

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

While building a portfolio and advancing major gift opportunities within Charlotte will be the primary focus of the role, Charlotte is a shared fundraising market that includes significant activity from multiple colleges, schools, units, and development officers. Regional Directors enjoy significant autonomy, build relationships with influential alumni and friends, and directly help secure transformational philanthropic investments that advance the University of Georgia's students, faculty, programs, and future.

University of Georgia

Regional Director of Development

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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

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

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

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

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.

Bdo Consulting

Global Employer Services Managing Director - Actuarial Services

Ivy Exec

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.

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).

Senior Associate, Private Markets Product

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

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.

Wealth Advisor Jobs in Georgia

Complex Product Manager Osaic

IA Processing Specialist Advisor Group

Manager, Personal CFO Corient

Associate Director, CoPilot Studio Solution Architect Invesco

Client Service Associate Focus Financial Partners

Associate Media Director Prophet Brand Consulting

Senior Media Director Prophet Brand Consulting

Financial Planning Specialist Financial Planner Recruiting

Regional Director of Development University of Georgia

Associate, Product Manager BlackRock Inc

Senior Product Specialist (Canvas) - Southeast Franklin Resources Inc

Director, Global Digital Platform Technology Lead Invesco Ltd

Senior Market Strategist Aprio

Paraplanner, Centralized Planning Blue Trust Inc

Global Employer Services Managing Director - Actuarial Services Bdo Consulting

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

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