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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. Prioritize and manage multiple advisor and client requests simultaneously through different communications channels (such as email, Microsoft Teams, phone, and CRM/portal), ensuring our service level agreements are met.

Focus Partners Wealth

Client Service Specialist

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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. This role will focus on helping Financial Advisors, Support Professionals, Field Leadership, and Home Office partners use AI as a practical platform to deliver targeted business campaigns, strengthen client and prospect engagement, and apply new capabilities in consistent, measurable ways.

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Morgan Stanley

Regional AI Specialist, Vice President

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Regional Artificial Intelligence Specialist, Vice President

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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

Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. Customer Service, Data Entry, Data Gathering Analysis, Desktop Tools, Group Problem Solving, Interpersonal Relationships, Knowledge Organization, Teamwork, Time Management, Word Processing Software.

Royal Bank of Canada

Registered Client Associate - Atlanta, GA

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

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

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 Inc

Finance Manager, M&A

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

Position Overview: The Senior Associate- Trust & Estate is responsible for supporting the Senior Advisor- Trust & Estate in serving Family Office clients with excellence by providing technical expertise in estate, gift, trust and charitable planning. This role will serve as a technical authority on sophisticated estate, trust, and wealth transfer strategies, partnering closely with Family Office Advisors, attorneys, and tax professionals.

Ronald Blue & Co.

Senior Associate - Trust & Estate - Family Office

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. Summary: The Senior Finance Manager, M&A will play a leadership role in executing the firm's inorganic growth strategy through the acquisition of Registered Investment Advisors (RIAs), independent advisor practices, OSJs, and wealth management businesses.

Osaic

Senior Finance Manager, M&A

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.

Fifth Third Bancorp

Commercial RM II

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. GENERAL FUNCTION: Responsible for profitable business development as well as monitoring the quality of an largest existing portfolio of companies with annual gross sales of at least $50MM and generally less than $500MM within a specific geographic area.

Fifth Third Bank

Commercial RM

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

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

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.

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).

Invesco

Senior Associate, Private Markets Product

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

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

Demonstrates knowledge of, and/or success in managerial roles involving, designing, and implementing blockchain technology solutions including understanding of security and controls as it relates to different networks, tokens and elements of the digital asset ecosystem. As an AWM - Digital Assets Senior Manager, you will assist clients with business transformations by leveraging large-scale digital solutions such as SAP, Oracle, and other business applications.

<p>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.</p>

<p>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.</p>

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

Wealth Management Advisor Jobs in Georgia

Client Service Specialist Focus Partners Wealth

Regional AI Specialist, Vice President Morgan Stanley

Regional Artificial Intelligence Specialist, Vice President Morgan Stanley

Senior Market Strategist Aprio

Registered Client Associate - Atlanta, GA Royal Bank of Canada

Paraplanner, Centralized Planning Blue Trust Inc

Director, Global Digital Platform Technology Lead Invesco Ltd

Finance Manager, M&A Osaic Inc

Associate, Product Manager BlackRock Inc

Senior Associate - Trust & Estate - Family Office Ronald Blue & Co.

Senior Finance Manager, M&A Osaic

Commercial RM II Fifth Third Bancorp

Commercial RM Fifth Third Bank

Senior Associate, Aviation Advisory Pathstone Family Office

IA Processing Specialist Osaic Inc

Transitions Processing Specialist Osaic Inc

Senior Associate, Private Markets Product Invesco

Manager, Personal CFO Corient

Senior Associate, Aviation Advisory Pathstone

AWM - Digital Assets Senior Manager PwC

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