UNKNOWN

FEED

Manage investment activities for a set of major fee revenue producing accounts representing large and sensitive high net worth personal trusts and individual investment portfolios typically larger in size and complexity within their market. As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions.

Northern Trust

Senior Portfolio Advisor II

ea_via_bold

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. Working knowledge of various income tax filings, investment asset classes, portfolio reporting, trust and estate administration, financial planning and wealth transfer concepts, and other industry specific terminology.

Ronald Blue & Co.

Associate Advisor

As an associate financial advisor at Edward Jones, you'll work with the broader practice team - collaborating with one or more financial advisors and client support teammates - to deliver personalized financial strategies and exceptional client service. Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.

Edward D Jones & Co LP

Associate Financial Advisor

With Senior Advisor, supports appropriate diagnoses of the needs of the clients in order to develop and implement excellent financial solutions; actively participates in the timely review of clients' financial information to ensure their goals and objectives are being met. Seeks to continually increase knowledge of biblical financial principles and scripture memory verses in order to integrate this knowledge into all phases of client conversations and services and in a manner consistent with Blue Trust's approach to client counsel.

Advisor - Family Office

Unlike many financial advisor roles that require extensive cold calling and self-generated prospecting, our advisors are supported with a steady flow of qualified client opportunities, allowing them to focus on what they do best: providing advice, deepening relationships, and delivering exceptional client outcomes. Serve as a vital member of our employee-channel, phone-based team, providing financial education, Investment guidance, and perform financial planning to existing IRA clients and referrals from other service centers.

YEAR

Manulife

Retirement Financial Advisor

The Private Client Advisor leads the client management process (CMP) and partners across the enterprise to provide a branded client experience (BCE), including access to the full array of Private Bank and Bank of America capabilities and services, to meet specific client needs. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America

Private Client Advisor II

sourcestack_via_bold

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. Directly administers and provides fiduciary advice and oversight for all types of Wealth trust accounts including personal trusts, special needs trusts, investment management, custodial and guardianship accounts.

Truist Financial Corp

Trust Administration Advisor - (various location options)

linkup_via_bold

ADAPTED_NOW

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. This role builds strong partnerships with financial professionals, translates business opportunities into actionable goals, and drives deep engagement between Osaic resource teams and the field.

Osaic

VP, Advisor Engagement

nas_advisorgrouporganic

WTW provides a competitive benefit package which includes the following (eligibility requirements apply): Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program). The Solution Advisor (SA) is an exciting, client-facing opportunity in our Integrated and Global Solutions business that is an expert client advisor who will position, sell, and lead opportunities across all our integrated and global solutions in the Health, Wealth and Career (HWC) segment, helping clients define and solve complex issues.

Willis Towers Watson PLC

HWC Solution Advisor

Completion or enrollment in professional level certification programs (preference in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst.(CFA), Accredited Asset Management Specialist AAMS®, Certified Trust and Financial Advisor CTFA®, Chartered Life Underwriter CLU®, CRPC® – Chartered Retirement Planning Counselor, or ChFC® – Chartered Financial Consultant®. 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.

Truist Bank

Premier Advisor - Roswell or Alpharetta, GA

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).

Premier Advisor - Kennesaw, 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

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.

Truist Financial Corporation

Premier Advisor - Roswell Or Alpharetta, GA

Serves as the face of Cresset's transition experience for incoming advisors and teams across the following activities: Advisor onboarding strategy, client transition planning, asset migration coordination, custodian conversion planning, communications, readiness and scenario planning, training coordination, service model implementation, and issue escalation and resolution. They will work directly alongside Advisory Practice Management Operations, Client Service, Technology, HR, Compliance, Legal, and other business functions to ensure resources are effectively coordinated and issues are identified and resolved quickly so advisors and their team members can remain focused on serving clients.

Cresset Capital Management LLC

MANAGING DIRECTOR, HEAD OF ADVISOR TRANSITIONS & INTEGRATION

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

As a global leader in providing consulting services to the asset management industry, Deloitte works with clients to position against strategic growth dynamics, enhance the investment operating model, differentiate through distribution and client experience and drive scale through enterprise operating model optimization. Strategy Managers work among strategic advisors to help our clients shape growth strategies, assess market opportunities, refine competitive positioning, redesign operating models, and drive enterprise-wide transformation initiatives.

Deloitte

Investment Management - Business Strategy Manager

This role sits in the Digital & Wealth Management Technology organization: you partner with the Wealth Management business and the advisor field to understand and prioritize the business problems worth solving, then own the technology product roadmap and the digital solutions that address them - across the RAD and Investor Channel advisor copilot, meeting preparation, client context, proposal generation (WealthPath), next-best-action, and book management. Partner with Wealth Management leadership, advisors (RAD and Investor Channel), field operations, and distribution to identify, frame, and prioritize the business problems worth solving, bringing engineering and AI feasibility into the conversation so the problem definition and the technology response are shaped together.

Wealth Management Advisor Jobs in Atlanta, GA

Senior Portfolio Advisor II Northern Trust

Associate Advisor Ronald Blue & Co.

Associate Financial Advisor Edward D Jones & Co LP

Advisor - Family Office Ronald Blue & Co.

Retirement Financial Advisor Manulife

Private Client Advisor II Bank of America

Trust Administration Advisor - (various location options) Truist Financial Corp

VP, Advisor Engagement Osaic

HWC Solution Advisor Willis Towers Watson PLC

Premier Advisor - Roswell or Alpharetta, GA Truist Bank

Premier Advisor - Kennesaw, GA Truist Bank

Sales & Operations Advisor DriveTime

Premier Advisor - Kennesaw, GA Truist Financial Corporation

Premier Advisor - Roswell Or Alpharetta, GA Truist Financial Corporation

MANAGING DIRECTOR, HEAD OF ADVISOR TRANSITIONS & INTEGRATION Cresset Capital Management LLC

Client Development Advisor - Philanthropy McKinsey & Co Inc

Premier Advisor - Kennesaw, GA Truist Financial Corp

Premier Advisor - Roswell or Alpharetta, GA Truist Financial Corp

Investment Management - Business Strategy Manager Deloitte

Assistant Vice President, Product Management VOYA Financial Inc.

Similar Job Searches

See More Jobs

Stand out to leading employers.