Wealth Planner
Corient
5 days ago Be among the first 25 applicants Increasing level of financial planning and investment knowledge through practice and advancing responsibility of planning teams and Wealth Advisors Completes financial plans, investment reports, tax and estate analysis as requested Vast majority of time is spent preparing for and in client meetings documenting task items and coordinating client service execution under the Associate Wealth Advisors and/or Wealth Advisor Data and information gathering Brings forth observations to Lead Advisors regarding clients Limited oversight on simple projects and plans Observing and learning complex planning Attends networking events and begins to build relationships in the community and with COI peers Qualifications & Requirements Minimum of 2-3 years’ experience Proficiency in Microsoft Office, especially Excel Strong integrity and ability to maintain confidentiality. Excellent team player with strong communication skills Detail-oriented with excellent analytical and organizational abilities. A proactive approach to work, with the ability to take ownership of projects and see them through to completion. Financial planning and investment principles, including processes and procedures Proficiency with back-office process and custodians Additional Job Description Additional Job Description This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice. Seniority level Seniority level Mid-Senior level Employment type Employment type Full-time Job function Referrals increase your chances of interviewing at Corient by 2x Inferred from the description for this job Medical insurance Vision insurance 401(k) Paid maternity leave Paid paternity leave Get notified when a new job is posted. Sign in to set job alerts for “Wealth Manager” roles. Senior Associate - Special Situations (Atlanta) Atlanta, GA $126,820.00-$149,200.00 2 weeks ago Atlanta, GA $60,000.00-$100,000.00 3 weeks ago Atlanta, GA $143,905.00-$169,300.00 1 week ago Atlanta, GA $125,000.00-$145,000.00 3 days ago Sr Manager, Wealth Advisor - Schwab Wealth Advisory Sr Manager, Wealth Advisor - Schwab Wealth Advisory Atlanta, GA $150,000.00-$500,000.00 1 week ago Atlanta Metropolitan Area $150,000.00-$500,000.00 5 days ago Relationship Manager – Wealth Management Atlanta, GA $85,000.00-$110,000.00 5 days ago Sr Manager, Wealth Advisor - Schwab Wealth Advisory Head of ETF Specialists, Institutional, and Wealth Platforms Atlanta, GA $250,000.00-$295,000.00 1 hour ago Atlanta, GA $130,000.00-$200,000.00 1 month ago Relationship Manager - Wealth Management Atlanta, GA $85,000.00-$120,000.00 1 month ago Citi Private Bank - UHNW Investment Counselor - Director / MD Atlanta, GA $200,000.00-$500,000.00 1 week ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr Corient
- ...Overview We’re looking for a seasoned and client-focused Wealth Strategist to join our team. In this role, you’ll develop personalized... ...-related field or equivalent experience. Certified Financial Planner (CFP) designation required. Preferred: JD or CPA credentials. Skills...SuggestedFull timeLocal areaRemote work
United Community Bank
Atlanta, GA3 days ago - ...Working with multi-generational, complex client and prospect families, provide planning subject matter expertise in conjunction with Wealth Advisors to leverage and source internal and external resources and centers of influence (COIs) to acquire new clients. Complete...SuggestedFull timePart timeWork experience placementWork at officeShift workDay shift
Truist Inc
Atlanta, GA4 days ago - Oxford Financial GRP is seeking a Wealth Planner in Atlanta, Georgia. The Wealth Planner will prepare estate and wealth planning analyses, supporting high-net-worth clients with financial strategies. This role involves developing strategies, providing technical guidance...SuggestedFull time
- ...Job Description Job Description POSITION SUMMARY The Wealth Planner prepares estate and wealth planning analyses, including estate flowcharts, financial models, planning materials, and technical assessments to support high-net-worth client objectives. This role...SuggestedWork at office
Oxford Financial Group, Ltd.
Atlanta, GAmore than 2 months ago - Truist seeks a Wealth Omni Digital Senior Strategist to drive cross‑channel digital experiences for clients and teammates. You will define strategy, prioritize AI-enabled capabilities, and lead adoption with vendors and internal teams in a fast-paced wealth environment...Suggested
- ...Job Description Job Description POSITION SUMMARY The Wealth Strategist prepares estate and wealth planning analyses, including estate flowcharts, financial models, planning materials, and technical assessments to support ultra-high-net-worth client objectives...
Oxford Financial Group, Ltd.
Atlanta, GA22 days ago - BNY is seeking a Vice President, Investment Strategist to join our Wealth Management team in Atlanta, Georgia. This role involves developing and implementing investment strategies tailored to client objectives and collaborating with Wealth Advisors to recommend comprehensive...
- ...Description Job Description POSITION SUMMARY As a key member of the Family Office Services Team, the Managing Director & Senior Wealth Strategist is responsible for producing and reviewing complex estate and wealth planning deliverables, identifying and developing...Work at office
Oxford Financial Group, Ltd.
Atlanta, GA24 days ago $100k - $120k
...clients, for clients. As an independent, award-winning multi-family office and private investment firm, we are reimagining the way wealth is experienced. Our purpose is to help ensure that both wealth and life are fully optimized—integrated, intentional, and aligned with...Full timeTemporary workWork at officeLocal areaFlexible hours- Brighton Jones in Atlanta, GA is seeking a Financial Planner to communicate directly with clients, strategize asset allocation, and conduct... ...analyses. Applicants should have over 4 years of experience in wealth management and possess a relevant undergraduate degree along...Full timeWork at office
- A leading financial services firm in Atlanta is seeking a Vice President, Wealth Planner. This role focuses on tax and estate planning expertise, client engagement, and developing strategic partnerships. Ideal candidates should possess a 4-year degree and relevant certifications...
- ...informed of The Forge Companies' service offerings and confident in referring their injured plaintiff clients for settlement planning and wealth management support. Knowledge of the personal injury field, settlement planning, and wealth management are critical to success in...Remote jobFlexible hours
- Goldman Sachs Group, Inc. seeks a Private Wealth Advisor to create comprehensive wealth management plans for high net worth clients. You will build business through strong client relationships and provide tailored investment advice leveraging Goldman Sachs' extensive resources...
- HB Wealth is seeking a Senior Advisory Associate for our Buckhead office. This role provides technical and operational support to Wealth Advisors, acting as the primary internal liaison to ensure client service standards. Responsibilities include building financial plans...Work at officeRemote work
- ...Job Description Wealth Planning & Advice is a group of experts in trusts & estates, tax planning, financial planning and planning in related areas for individuals and their entities (operating businesses, private foundations, etc.). Our role is to work with advisors...Work at officeLocal area
- A financial services firm is seeking motivated individuals for the role of Financial Professional in Atlanta, GA. This position focuses on building meaningful client relationships and providing objective financial guidance. Candidates should hold a four-year degree, pursue...Remote job
- A leading CPA and advisory firm in Atlanta seeks a Financial Planning Specialist to deliver comprehensive financial planning. This role involves meeting clients, analyzing financial data, and collaborating with advisors to ensure optimal client experiences. Candidates should...Remote jobFlexible hours
$100k - $125k
...conjunction with Retirement Plan Managers Completes investment analysis of clients/prospects fund options and offers guidance based on IMA Wealth’s best in class list Under moderate guidance, provides strategic recommendations and tactical implementation of plan enhancements,...Temporary workLocal areaFlexible hours$104.87k
...skills Strong work ethic and self-motivation Preferred Procurement experience in the following spaces: Corporate / Consumer Banking Wealth Management Treasury Management Enterprise Payments Wealth Management Position Type Full time Compensation Details Pay ranges are...Full timeWork at officeFlexible hours- Reporting to the Director of Supply Chain, the incumbent is responsible for collaborating with the procurement team to develop and execute strategies that lead to inventory optimization and cost savings to achieve the Company’s sales, profitability, and inventory turnover...Temporary workWork experience placementWork at officeFlexible hoursShift work
- Key Skills Required Strong analytical mindset, decision‑making and problem‑solving skills Ability to influence - communicate clearly and concisely to gain alignment and drive action across varying audiences Strong Excel and PowerPoint skills Time management and project...Temporary workWork experience placementWork at officeFlexible hoursShift work
- good2grow is seeking a Buyer in Atlanta, GA to manage procurement activities, analyze inventory levels, and build supplier relationships. The ideal candidate will have 2-4 years of experience in procurement, strong analytical skills, and proficiency in Microsoft Office....Work at office
$65.6k - $83.1k
...Join to apply for the Planner II role at Pond & Company This range is provided by Pond & Company. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $65,600.00/yr - $83,100.00/yr About The Position We are...Full timeWork at officePond & Company
Atlanta, GA16 hours ago$62k - $75k
...Position Title: Conference Planner Coca Cola Atlanta Pay: 10 Salary: $62,000-$75,000 Rapport is a specialized division of FLIK Hospitality Group focused on all aspects of guest and employee services, meeting and event planning, and conference center management. We emphasize...Work at officeFlexible hoursRapport Guest Services
Atlanta, GA4 days ago- ...We are seeking a remote Vacation Planner to assist customers with organizing vacations from start to finish. You’ll support clients with bookings, schedules, and general travel questions while working from home. Responsibilities Assist customers with booking flights...Full timePart timeRemote workWork from home
Remotetravelcareers
Atlanta, GA3 days ago - ...Overview JLL empowers you to shape a brighter way. Drive strategic occupancy excellence as a Senior Occupancy Planner, combining tactical occupancy management with interior design expertise to create transformative, data‑driven workplaces. You will serve as the primary...Daily paidWork at officeLocal areaImmediate start
JLL
Atlanta, GA1 day ago - ...Overview ABOUT THE POSITION Senior Environmental Planner VHB is seeking a Senior Environmental Planner to join our Atlanta, Georgia office. Our environmental planning team strives for a culture in which team members are excited about their work, supported professionally...Temporary workWork at officeFlexible hours
Vanasse Hangen Brustlin , Inc.
Atlanta, GA4 days ago $50k - $65k
A travel planning company is looking for a detail-oriented Vacation Planning Support Representative to help clients organize travel experiences. This fully remote entry-level position provides structured training to effectively assist clients from initial inquiries to confirmed...Remote workCareers In Travel | Destination Planners
Atlanta, GA4 days ago- ...Position Title Planner II Department Real Estate Planning and Development Reports to Senior Vice President, Planning and Development Salary Grade P Salary Range 83,000-103,800 Position Summary Working within the Atlanta Housing Real Estate Group, Planner II supports development...Contract workWork at officeLocal areaRemote workShift workWeekend workAfternoon shift
Atlanta Housing Authority
Atlanta, GA4 days ago - ...we help shape a brighter way forward. What this job involves: Drive strategic occupancy excellence as a Senior Occupancy Planner with JLL, where you'll combine tactical occupancy management with interior design expertise to create transformative, data-driven workplaces...Daily paidWork at officeLocal areaImmediate start
*US AMR-Jones Lang LaSalle Americas, Inc.
Atlanta, GA2 days ago
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