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You will play a key role in supporting practice and client service leaders in building their relationships with high-potential prospective clients; developing and sustaining a robust pipeline of concrete client service opportunities; and successfully pursuing those opportunities by delivering best-in-class development & proposal experiences for priority clients. To do this effectively, you will need to actively gather market intelligence about actors in the sector, monitor our proposal pipeline, detect emerging challenges / questions / trends that senior philanthropy leaders are grappling with, and explore innovative go-to-market approaches that may help us amplify our impact, as well as additional service offerings we should be developing to bring to our clients.

McKinsey & Co Inc

Client Development Advisor - Philanthropy

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OTHER

This role is designed for individuals who are committed to becoming future lead advisors and who want to build deep technical planning expertise, strengthen client-facing skills, and gain hands-on exposure to the full Allworth operating model. The Associate Advisor plays a key role on our centralized planning team, partnering closely with our Financial Advisors to deliver an exceptional service and advice experience to Allworth’s on-plan asset management clients.

Allworth Financial

Associate Advisor

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Accountable for an overall market sales and revenue goal strategies that should be met through the acquisition of new clients from internal and external sources, and the retention and expansion of the existing client base for other Wealth Management solutions. Bachelor''s Degree In a business-related field and 12 concurrent years of Wealth Management sales and service experience; orGraduate Degree In a business related discipline and 10 concurrent years of Wealth Management sales and service experience.

Trustmark Corp

Director of Wealth Market Development

The Director develops and drives recruiting pipelines, cultivates relationships with prospective candidates, researches and sources advisor talent, provides market intelligence, and partners closely with field leadership to successfully attract and onboard top advisor talent. The role owns recruiting opportunities from prospect identification through deal execution and onboarding, effectively communicating Prudential Advisors' value proposition, and navigating complex recruiting cycles to deliver growth results.

Prudential Financial Inc

Divisional Director, Advisor Acquisition

As an Asset & Wealth Management Tax Senior Associate you will support tax compliance and advisory work for clients in asset and wealth management, including reviewing financial data, preparing tax returns, and helping clients navigate complex tax rules. As a Senior Associate you will manage assigned workstreams, analyze complex issues, build meaningful client connections, and guide junior team members while deepening your technical skills and business understanding.

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PwC’s accounting practice originated in London well over a century ago. As times changed and PwC expanded worldwide, our commitment to clients—like you—never wavered. With us, you’re always supported by a global network of more than 223,000 people in 157 countries with one goal: to help your business thrive.

PwC’s professional services include audit and assurance, tax and consulting that cover such areas as cybersecurity and privacy, human resources, deals and forensics. We help resolve complex issues and identify opportunities across these industries.

Let’s combine your ​aspirations with our world-class capabilities to achieve your goals.

PricewaterhouseCoopers LLP

Asset & Wealth Management - Tax Senior Associate

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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Stay current with customer needs and strategies; utilizing formal and informal written communication methods (for example, emails, newsletters, PowerPoint presentations, executive updates, task lists, updates) to communicate updates and findings; and facilitating project meetings and presentations to all types of diverse audiences (for example, senior management, Customers, technical staff). • Identify, create and facilitate process design changes by conducting business and systems process analysis and design at a complex level; focusing on quality improvement and data management; ensuring data is reliable and valid; developing process improvements or re-engineering and recommending elimination; integrating new systems and processes with existing ones.

Jose Merciline

Business Analyst (Wealth management)

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Prudential Capital Group LP

PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As an Asset & Wealth Management Tax Director, you will provide strategic tax planning and compliance guidance to clients, helping them navigate complex tax regulations and optimize their tax positions.

Asset & Wealth Management Tax Director

GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.

Gpac’s mission is to be the preferred staffing and recruitment solution by effectively delivering and connecting talent with successful companies and organizations. 
 
Our team, with collective experience of over 250 years, is passionate about wh

Gpac

Wealth Management Tax Senior

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Tax Senior - Wealth Management Firm

Tax Senior for Wealth Management

PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members.

Asset & Wealth Management - Renewable Energy Tax Manager

As an Asset & Wealth Management Tax Senior Manager, you will play a pivotal role in guiding clients through complex tax regulations, helping them optimize their tax positions while minimizing risks of non-compliance. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .

Asset & Wealth Management Tax Senior Manager

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).

Truist Bank

Premier Advisor - Kennesaw, GA

Premier Advisor - Roswell or Alpharetta, GA

Premier Advisor - Savannah, GA

3+ years of related work experience Minimum of 3 years of experience in sales and retail operations, with proven success in driving sales performance, managing operational processes, and delivering high-quality customer experiences. In addition to customer engagement, the Advisor supports dealership operations by completing required operational tasks, maintaining compliance, and helping ensure the dealership is prepared to deliver consistent, high-quality customer experience.

DriveTime has become one of the nations leading automotive retailers as a result of the passion, energy and dedication of our more than 2,700 employees. We believe in hiring great people, developing their skills, nurturing their career progression and offering them strong compensation and benefits. It's a simple philosophy, yet quite unique. 
 We invite you to learn more about us and explore our opportunities.
 
 At DriveTime, we're experts at obtaining financing for all of our customers while providing a unique experience that allows the customer to take control over the entire process. DriveTime offers innovative credit solutions, quality vehicles and outstanding customer service. Headquartered in Phoenix, Arizona, we currently operate more than 100 dealerships across the United States and continue to expand our operations.

DriveTime

Sales & Operations Advisor

We could spend a lot of time having you read about ALL our awards, but we’ll save time (and practice some humility) just naming a few others; Comparably Awards: Best Company for Diversity, Best Company Culture and Best Company Leadership, oh and don’t forget Phoenix Business Journal Healthiest Employers (okay, we’ll stop there)! You can find DriveTime’s tire tracks across the nation with dealerships where we embrace a transparent pricing approach, eliminating haggling and gimmicks and reconditioning centers where we breathe new life into pre-owned vehicles.

Sales & Operations Advisor In Training

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.

Wealth Advisor Jobs in Georgia

Client Development Advisor - Philanthropy McKinsey & Co Inc

Associate Advisor Allworth Financial

Director of Wealth Market Development Trustmark Corp

Divisional Director, Advisor Acquisition Prudential Financial Inc

Asset & Wealth Management - Tax Senior Associate PricewaterhouseCoopers LLP

Operations Specialist - Wealth The Forge Companies

Business Analyst (Wealth management) Jose Merciline

Divisional Director, Advisor Acquisition Prudential Capital Group LP

Asset & Wealth Management Tax Director PricewaterhouseCoopers LLP

Wealth Management Tax Senior Gpac

Tax Senior - Wealth Management Firm Gpac

Tax Senior for Wealth Management Gpac

Asset & Wealth Management - Renewable Energy Tax Manager PricewaterhouseCoopers LLP

Asset & Wealth Management Tax Senior Manager PricewaterhouseCoopers LLP

Premier Advisor - Kennesaw, GA Truist Bank

Premier Advisor - Roswell or Alpharetta, GA Truist Bank

Premier Advisor - Savannah, GA Truist Bank

Sales & Operations Advisor DriveTime

Sales & Operations Advisor In Training DriveTime

Premier Advisor - Kennesaw, GA Truist Financial Corporation

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