Independent Wealth Advisor — Lead Client Relationships
Apella Wealth
Apella Wealth is seeking a well-supported Wealth Advisor to lead client relationships, providing comprehensive financial advisement in Atlanta, GA. In this role, you'll deliver services across retirement planning, tax planning, and more, while working collaboratively with a support team. The ideal candidate has 3-5 years of experience, holds a CFP® certification, and exhibits strong interpersonal skills. Enjoy robust benefits including competitive salary, unlimited PTO, and continuous professional development opportunities. #J-18808-Ljbffr Apella Wealth
$150k - $225k
MY Wealth Planers is seeking a dedicated Wealth Advisor to join our Atlanta, GA team. In this role, you will manage client relationships and provide comprehensive financial planning services, covering areas like retirement and tax planning. This position offers a competitive...Suggested- Goldman Sachs is looking for a Private Wealth Advisor in Atlanta to develop client relationships and deliver holistic private wealth management advice. You will utilize your background and entrepreneurial spirit to grow a client base while providing unparalleled service...Suggested
- Bank of America in Atlanta seeks an enthusiastic Client Engagement Specialist to assist clients in banking transactions through self-service resources. You'll build strong relationships, manage cash responsibilities, and ensure operational excellence in a full-time, first...SuggestedFull timeWeekend workDay shift
- Bank of America is seeking a dedicated individual to engage with clients in the Atlanta area, educating them on services such as mobile... ...position involves managing cash transactions and building relationships with clients to help them achieve their financial goals. Applicants...SuggestedFlexible hours
- Bank of America is looking for a motivated individual to engage clients in the lobby, educating them on self-service transactions like... ...include processing cash transactions, building relationships, and managing financial center traffic effectively. The ideal...Suggested
- ...in Smyrna, Georgia is seeking a motivated individual to engage clients in the financial center, assisting them with transactions and... ...Responsibilities include managing cash transactions, building client relationships, and following compliance regulations. This role requires...
- Our client is on a mission to empower customers and... ...environment. In their Private Wealth Management division,... ...made to expand the advisor team and enhance... ...to build and maintain relationships. Growth is achieved through... ...-solving passion. Independent decision‑making and business...
- McGriff is seeking an Employee Health & Benefits Senior Executive Client Relationship Manager based in Atlanta, GA. This role requires senior-level consulting services related to plan strategy, overseeing plan renewals, and providing industry updates to clients. The ideal...
- A prominent wealth management firm in Atlanta is looking for a Wealth Advisor to manage high-net-worth client relationships. The ideal candidate will provide comprehensive financial planning and develop new business opportunities while maintaining exceptional client service...Flexible hours
- J.P. Morgan Chase in Atlanta is seeking a Private Client Advisor to offer comprehensive financial planning and advice to diverse clients. You will build personal relationships, offer tailored investment solutions, and maintain high integrity in client interactions. A valid...
$140k - $175k
U.S. Bank is looking for a Private Wealth Advisor in Atlanta, GA. This role involves identifying and deepening client relationships, requiring a strong background in managing High and Ultra High Net Worth clients. The position offers a hybrid work schedule, and a competitive...- JPMorgan Chase & Co. is seeking a Private Client Advisor in Atlanta, GA. This role focuses on providing comprehensive financial advice... ...exceptional investor experiences and fostering strong client relationships. Applicants should have at least 2 years of relevant experience...
- U.S. Bank is seeking a PWM Private Wealth Advisor in Atlanta, GA, responsible for fostering client relationships and advising on financial strategies, including estate planning and investments. A bachelor’s degree and extensive experience with high-net-worth clients are...Work at office3 days per week
- Fulcro Insurance in Atlanta is seeking a highly qualified Financial Advisor to lead investment management and strengthen client relationships. This role is essential in delivering personalized wealth management services with a fiduciary approach focused on clients' best...
- Bank of America is seeking Financial Advisors who will help clients pursue their life goals through personalized relationship management. This position focuses on delivering specialized financial planning and building client relationships to grow a portable practice. Ideal...
- Cooper Lighting Solutions in Atlanta, GA is seeking a Wealth Advisor with 5-7 years of financial advisory experience. In this... ...financial planning support to high-net-worth clients, manage client relationships, and drive new business development opportunities. The...Flexible hours
- ...Insurance Svcs Inc is seeking a Private Banking Advisor in Atlanta, Georgia to deliver Wealth Banking and Credit solutions to clients with significant investments. The role... ...skills and the ability to build relationships within financial services. Responsibilities...
- Cooper Lighting Solutions is looking for a Wealth Advisor in Atlanta, GA who excels in building relationships with high net worth clients. You'll manage complex credit needs and provide a full suite of financial solutions. This role demands extensive experience in client...
- Financial Advisor - dealing with UHNW clients - 750K+ Full-time Our client, a leading financial services company, is seeking a highly... ...them to sustain long-term relationships. Must be authorized to... ...guidelines. #J-18808-Ljbffr Independent Executive Search ProfessionalFull timeLocal area
- ...searching for a highly experienced Financial Advisor in Atlanta, GA. This role involves leading investment management, strengthening client relationships, and driving business development... ...emphasizes delivering quality wealth management services with a fiduciary approach...
- First Citizens Bank is looking for a Wealth Consultant to manage high net worth clients by providing tailored financial solutions. This role combines client... ...wealth management strategy, requiring exceptional relationship-building skills. The ideal candidate will have at...
- A financial services institution is seeking a Private Wealth Management Advisor in Atlanta, Georgia, responsible for developing and maintaining client relationships. This role requires a bachelor’s degree in finance or a related field and five years of experience in the...
- A financial institution in Atlanta, Georgia, seeks a Private Bank Wealth Advisor III to manage high-net-worth client relationships and drive business development. The advisor will be responsible for creating tailored wealth plans, providing legendary client service, and...Work at officeFlexible hours
- The Goldman Sachs Group is seeking a Private Wealth Advisor in Atlanta, Georgia. This role requires building and managing client relationships to provide tailored wealth management advice for ultra-high net worth individuals. Candidates should have a minimum of 4 years...
- Huntington-Bank is seeking a Wealth Advisor III located in Atlanta, Georgia. This role is central to managing client relationships and developing comprehensive Wealth Plans for high-net-worth clients. The successful candidate should have at least five years of experience...Work at officeRemote workFlexible hours
- ...LLC is seeking an Associate Director to manage complex Personal CFO engagements in Atlanta, GA. This senior role involves high-touch client interactions and financial administration for ultra-high net worth families. The ideal candidate will have 7-10+ years in financial...
- Regions Bank in Brookhaven, Georgia, is looking for a dedicated Relationship Banker II to engage with customers and meet their financial needs. This role offers opportunities for growth and development in a supportive environment. As a Relationship Banker II, you'll provide...Full time
- ...Description As a Lead Associate, Client Success, you'll be instrumental in supporting and expanding our client relationships across a diverse portfolio of our domestic/midmarket clients... ...Dynamics). Comfortable working both independently and collaboratively in a fast-paced,...Temporary workWork at officeLocal areaRemote workVisa sponsorshipWork visaFlexible hours
- A leading recruiting agency is looking for an experienced Audit Manager based in Atlanta, GA. The ideal candidate will have a CPA... ...leadership and analytical skills are crucial for fostering client relationships and mentoring staff. #J-18808-Ljbffr The Agency Recruiting
$130k - $160k
WTW in Atlanta is seeking a Client Portfolio Specialist to manage investor relations for its Specialist Portfolio Solutions clients. The role involves maintaining client relationships, addressing inquiries, and collaborating with the investment consulting team. Ideal candidates...Temporary work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Independent Wealth Advisor — Lead Client Relationships. Be the first to apply!
- strategic finance associate Atlanta, GA
- associate leveraged finance Atlanta, GA
- oracle cloud financials consultant Atlanta, GA
- associate corporate finance Atlanta, GA
- oracle financial functional consultant Atlanta, GA
- financial planner Atlanta, GA
- junior oracle financial functional consultant Atlanta, GA
- international financial advisor Atlanta, GA
- estate planning consultant Atlanta, GA
- financial counselor Atlanta, GA

