Private Wealth Advisor — Client Services & Strategy
The Goldman Sachs Group
Goldman Sachs Private Wealth Management is seeking Wealth Management Professionals in Atlanta to deliver exceptional client service and assist ultra-high-net-worth clients. You will work with Private Wealth Advisors and teammates to service clients, oversee onboarding, risk, and trade execution, and identify opportunities for wealth advisory services. Required qualifications include a Bachelor's degree, 2–4 years in client service or financial services, and licenses (SIE, Series 7 and 63). #J-18808-Ljbffr The Goldman Sachs Group
$145k - $300k
...call it Relentless Excellence . Both our client service and culture are second to none,... ...empowering the leadership team's account strategies. You will also be a key driver in structuring... ...list of corporate clients and private equity firms, including a mix of mega-funds...PrivateWork at officeLocal areaFlexible hours$200k
...Private Bankers at Citi develop and deepen client relationships in order to thoroughly understand... ...to develop tailored wealth management strategies. Private Bankers are... ...(solutions and services) in an intensely competitive... ...advocate and trusted advisor (primary contact) for...PrivateFull time- ...Private Wealth Advisor The Private Wealth Advisor provides world-class service to team's clients and continually strives to effectively bring new clients into the Company to... ...investment, life coaching and planning strategies. Seeks to continually increase knowledge...PrivateWork at officeLocal areaNight shift
- 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... ...in wealth management or financial services, with strong analytical and interpersonal...Private
- ...growing industries, Aprio ensures clients are prepared for wherever... ...FP&A Analyst, Corporate Strategy to join their dynamic team. This... ...investment banking, transaction services, or PE-backed operating... ...experience in investment banking, private equity, transaction services...PrivateFull timeWork at officeLocal areaRemote workFlexible 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... ...and a record of achievement in financial services. Ideal candidates will possess...Private
$250k
...$250 000,00 - $500 000,00Category: Private Client Product Services, Executive, WealthCompany: CitiThe Invst... ...-term plans and executes functional strategies for a large/complex country, cluster... ...and stated goal as trusted advisor to all target market clients. Provide...PrivateFull time$174.32k - $261.48k
...00 - $261,480.00Category: Private Client Product Services, Professional, WealthCompany... ...over technical strategy. Primarily affects a sub-function... ...contact and trusted investment advisor for clients, including... ...alternative investments with wealth planning and private...PrivateFull timeLocal area- Private Wealth Management (PWM)Goldman Sachs Private Wealth Management... ...work one-on-one with clients to advise and deliver customized strategies drawn from our deep... .... Our Private Wealth Advisors (PWAs) deliver an... ...of the full product and service offerings of Goldman Sachs...Private
- Our client is a leading private wealth and banking organization with a significant presence... ..., and wealth management services. In Atlanta, our client... ...Management Level: Senior Advisor / Director About Our Client... ...lending, planning, and wealth strategy resources. Leading a...PrivateLocal areaRelocation package
- ...application of the Truist Wealth platform including but not... ...Responsible for defining the strategy, analyzing potential solutions... ..., risk management, client and advisor experience, and asset and revenue... ...Five years of financial services, private banking, Brokerage or wealth...PrivateFull timePart timeWork at officeShift workDay shift
$140k - $175k
...Private Wealth Advisor U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. Our teams... ...estate planning, and trust services to frame, acquire, and... ...and formulating customized strategies to address their needs- Holistic...PrivateTemporary workWork experience placement- ...Bernstein Private Wealth Associates Bernstein Private... ...ultra-high-net-worth clients. As an industry leader... ...Associates are client service professionals who... ...collaboration with Financial Advisors, help propel the... ...financial management strategies A focus on client...PrivateFlexible hours
$155.6k - $306.8k
Position Summary Private Equity M&A Strategy & Diligence Manager... ...team helps guide clients through their most critical... ...and advisory services, covering areas such... ...clients include asset, wealth, and investment... ...serves as strategic advisors to PE firms as they...PrivateOdd jobWork experience placementLocal area$189.2k - $372.9k
Position Summary Private Equity M&A Strategy & Diligence Senior... ...team helps guide clients through their most critical... ...and advisory services, covering areas such... ...clients include asset, wealth, and investment... ...serves as strategic advisors to PE firms as they...PrivateOdd jobWork experience placementLocal area- ...one priority. With a wealth of learning and... ...Director to join our KPMG Strategy practice.... ...Serve as a key advisor, identify and direct... ...projects and oversee client deliverables across M&A, private equity and various... ...hours, and years of service, KPMG provides Personal...PrivateH1bLocal area
- Wealth Advisor We are seeking a client-focused Wealth Advisor to deliver comprehensive financial... ...investment management services to high-net-worth... ...develop customized wealth strategies that align with clients goals... ...(tax, trust, insurance, private banking) and external advisors...Private
- J.P. Morgan Chase in Atlanta is seeking a Private Client Advisor to provide comprehensive financial planning and tailored investment advice to individuals and families. You will build and maintain relationships, deliver advisory solutions, and collaborate with Chase partners...Private
- ...Insurance and Risk Management, Private Insurance and Risk... ...Protection, and Risk Mitigation strategies to clients wherever their passions and... ...programs, renewals, and day-to-day service inquiries. They ensure... ...Client Success Specialist, Advisor, carriers, and internal Baldwin...PrivateFull timeWork at office
- UBS is looking for a Senior Wealth Strategy Associate in Atlanta. This role... ...involves assisting financial advisors in developing tailored wealth management strategies and client relationship-building. The... ...will have 3+ years of client service experience in the finance sector...Full time
- ...multinational corporations, law firms, banks and private equity firms on their most important... ...are seeking an experienced Financial Services Expert Witness to provide independent,... ...requiredCollaborate with legal teams to develop case strategy and technical arguments Interpret...PrivateFull time
- Private Wealth Client Relationship Manager job at Bank of America Corporation... ...investment products and services for individuals, companies,... ...guidance. Merrill’s Financial Advisors and Wealth Management... ...responsible for delivering firm strategy through the execution of...PrivateContract workWork experience placementWork at officeImmediate startWork from homeHome officeShift workDay shift
- FinTrust Connect is seeking a Senior Private Client Relationship Manager in Atlanta, GA to acquire high-net-worth client relationships and deliver holistic wealth solutions. The role focuses on growing assets, deposits, and lending relationships while coordinating a team...PrivateLocal area
$220k - $235k
...world. EY-Parthenon - Strategy & Execution - Deal... ...EY’s full spectrum of services, we’ve reimagined strategic... ...with CEOs, Boards, Private Equity and Governments... ...executives, private equity clients, and IT leadership to... ...enables us to bring a wealth of deep sector and...PrivateWork experience placementSummer holidayWork at officeFlexible hours- ...Private Client Relationship Manager -Atlanta, GA FinTrust... ...credit, deposits, and wealth management. Why this opportunity... ...banking and wealth services. Workplace: On-site in... ...with wealth advisors, investment professionals... ...referrals Lead relationship strategy for assigned clients...Private
$165k - $200k
...growth of medium to large size high net worth client relationships. Builds a team of Banking,... ...expert capable of handling complex wealth and relationship management issues, providing... ..., Trust, and Investment products and services- Ability to partner with colleagues to identify...PrivateFull timeWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week$150k - $200k
...investments for independent financial advisors, empowering them to engage and... ...of alternative investment strategies, including hedge funds, private equity, private credit, real estate... ...operational efficiency, and world‑class client service throughout the pre‑trade, trade,...PrivateWork at officeFlexible hours3 days per week- ...operational and strategic initiatives across the Firm’s institutional and private wealth channels. This role offers a unique opportunity to work at the intersection of client service, product strategy, and investment operations, including support for new product launches...Private
- Huntington Bancshares, Inc. is seeking a Private Bank Service Specialist II in Atlanta, Georgia. This role involves managing client interactions and account servicing while partnering with Wealth Advisors. The ideal candidate will have a High School Diploma, 2 years of...PrivateWork at office
- ...The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative... ...and selling the bank's products and services. This role emphasizes deepening client... ...including but not limited to mortgage, wealth, private client, and business banking.Proactive...PrivateTemporary workWork at officeMonday to Friday
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