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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

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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.

YEAR

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

FULL_TIME

This dynamic role involves in-depth research, comprehensive analysis, and expert evaluation of various benefit plans, including medical, life, disability, and more, positioning you as a trusted benefit advisor to our clients. 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.

Sr Consultant

[AW]-iCims

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)

While in this role, this person should be maintaining relationships with clients and carrier contacts and working proactively to effectively and efficiently deliver services to clients. The position requires supporting them in day-to-day account management for a specific set of clients and entails a great deal of verbal, electronic and other written communications.

Senior Account Manager AdWrap, DICE, Film & Television (Remote, US)

Account Manager - Employee Benefits (Hybrid)

Sales Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.

We help over ~40 million people feel more confident in their most important financial goals, manage employee benefit programs for nearly 23,000 businesses, and support more than 3,600 advisory firms* with innovative investment and technology solutions to grow their businesses.


Our diverse businesses and independence give us insight into the entire market and the stability needed to think and act for the long term as we deliver value to you.

Fidelity

Investment Consultant - Dunwoody, GA

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May have direct supervisory responsibility of junior team members Knowledge, Skills and/or Abilities: Knowledge of benefits administration, HealthCare 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: BA/BS preferred Typically more than 8 years industry and product line experience. Keep clients apprised of appropriate industry trends and events, including all state and federal regulatory issues Maintain relationships with carrier representatives in order to better understand available products and services in the marketplace and recommend them to clients.

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

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

Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. In addition, they are able to deliver quality Private Bank client relationships (solutions and services) in an intensely competitive fragmented market, taking fullest advantage of the Citi franchise while protecting the Bank and client/firm by complying with relevant policies, procedures, and country legal/regulatory requirements.

Citigroup Inc.

Citi Private Bank - Uhnw Private Banker - Director / MD

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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

Client Service Manager

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)

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 Investment Advisors

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

The Work: Program Delivery Leadership - Lead end-to-end delivery of Salesforce transformation programs, ensuring successful outcomes across scope, schedule, budget, quality, and client expectations. You are comfortable leading complex Financial Services Salesforce programs and serving as the trusted advisor to senior client stakeholders while directing high-performing delivery teams.

Accenture Plc

Salesforce Delivery Lead - Financial Services

ADAPTED_NOW

Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.

Wealth Management Advisor Jobs in Georgia

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

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

Sr Consultant NFP Corp

Account Manager Employee Benefits (Hybrid) NFP Corp

Senior Account Manager AdWrap, DICE, Film & Television (Remote, US) NFP Corp

Account Manager - Employee Benefits (Hybrid) NFP Corp

Investment Consultant - Dunwoody, GA Fidelity

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Account Manager Aon Plc

Account Manager - Employee Benefits Aon Plc

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Client Service Manager OneDigital Investment Advisors

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