Senior Wealth Advisor Growth, Client Relationships & Impact
The KXN
The KXN, a leading U.S. wealth management firm, is seeking a relationship-driven Vice President, Wealth Advisor to join its Atlanta team. This role focuses on comprehensive wealth management, client relationship development, and business growth, with a mix of warm leads and opportunities to build new business through referrals and COIs. Ideal candidates are CFP® professionals with strong relationship-building skills and a desire to grow a practice within an established platform offering #J-18808-Ljbffr
- ...Frazier & Deeter, a top 50 accounting and advisory firm with offices nationwide, seeks a Tax Principal in a hybrid role to lead client service and growth. You’ll partner with clients and firm leadership to drive tax strategy, compliance, and advisory services while mentoring...SuggestedLocal area
$143.7k - $243k
...opportunity to create impact at scale — tackling meaningful... ...for Visa’s network clients, including both... ...business priorities, drive growth and improve... ...usefulness before they reach senior client stakeholders.Partner... ...will build trusted relationships with clients and...SeniorFull timeWork experience placementWork at officeLocal area$78.3k - $151k
...every day, for our clients, our people, and... ...industry-focused wealth advisory, digital,... ...hire four wealth advisors to work with our existing... ...manage client relationships through standard operating... ...and career growth. We pay... ...and knowledge may impact position of pay within...SuggestedFull timeInterim roleWork at office- ...Responsible for providing an industry leading client service experience through the... ...and expansion of new and existing client relationships. Provides financial solutions that meet... ...business partners for additional business growth opportunities. Will be cross trained to...SeniorFull timePart timeWork at officeShift workNight shiftWeekend workDay shift
- ...Responsible for providing an industry leading client service experience both in person and on... ...expansion of new and existing client relationships. Provides financial solutions that meet... ...partners for additional business growth opportunities. Will be cross trained to...SeniorTemporary workWork at officeNight shiftWeekend work
- ...Responsible for providing an industry leading client service experience both in person and on... ...expansion of new and existing client relationships. Provides financial solutions that meet... ...partners for additional business growth opportunities. Will be cross trained to...SeniorTemporary workWork at officeNight shiftWeekend work
- ...Responsible for providing an industry leading client service experience both in person and on... ...expansion of new and existing client relationships. Provides financial solutions that meet... ...partners for additional business growth opportunities. Will be cross trained to...SeniorFull timePart timeWork at officeShift workNight shiftWeekend workDay shift
$143.7k - $229.5k
...have the opportunity to create impact at scale — tackling meaningful... ...results for Visa’s network clients, including both financial services... ...business priorities, drive growth and improve profitability. The... ...usefulness before they reach senior client stakeholders.Partner with...SeniorFull timeWork experience placementWork at officeLocal area- ...responsible for providing Wealth Management to individuals... ...Partner will support the growth and management of an affluent... .... This includes servicing clients, growing client relationships, and delivering advice... ...skills to make a lasting impact.We offer a competitive benefits...SeniorContract workLocal area
$116k - $160k
...collaborating closely with clients to deliver cutting... ..., Payments, Wealth Management, and... ...disruption, accelerate growth, improve... ...transformation. As a Senior Consultant, you will... ...executives and high-impact transformation... ...existing account relationships Identify potential...SeniorFull timeLocal area- ...Regions Financial Corporation in Atlanta seeks a Commercial Relationship Manager III to deliver tailored client solutions across products for a geographic area, focusing on clients with revenues up to $50M–$75M. The role centers on advisory delivery, relationship management...Senior
- ...including financial projections, plan design optimization, and renewal negotiations, while guiding analysts and presenting findings to clients. You will lead engagements, review junior analyses for actuarial soundness, and leverage AI-enabled tools to deliver complex cost...Senior
- ...Finance Analytics & AI Senior Consultant, you’ll... ...to solve the toughest client problems. From learning... ...contribute to the firm's growth and development in a... ...sustain professional relationships§ Ability to lead projects... ...purpose is to make an impact that matters for our...SeniorLocal areaVisa sponsorship
- ...FIS Client Success Manager SeniorEvery day... ...to make a lasting impact. If you're ready to... ...Success Manager (CSM) Senior is responsible for... ...long-term relationships and aligning solution... ...identify partnership, growth, and expansion... ...churnAct as a strategic advisor, bringing forward...Senior2 days per week
$176k - $179.5k
...role: Full-timeInterest: Serve Clients / ConsultingSkill group: N/... ...'ll work withDriving lasting impact and building long-term capabilities... ...that will accelerate your growth in ways you won’t find... ...with clients and other partners to build relationships and achieve goalsSeniorApprenticeshipEasy workShift work$124k - $280k
...Senior Manager, Financial OperationsA career... .... We support our clients by addressing the... ...Growing as a strategic advisor, you leverage your... ...and convey clear, impactful and engaging... ...cultivate strong client relationships. You will deepen... ...to support their growth and...Senior$250k - $300k
Atlanta, Georgia( Client Services / Solutions ) - Sales... ...at AHEAD. Senior Client Solutions EngineerThe... ...team; maintaining strong relationships with our clients.In... ...based on maximizing total impact on team productivity... ...everything in between.We fuel growth by stacking our office...SeniorFull timeWork at office- ...with opportunities to lead data gathering and deliverables for clients in diverse industries. Based in the Atlanta area, the staff... ...and technical professionals, travel as needed, and contribute to growth of a highly regarded advisory practice within a national #J-1...
- ...Bank is seeking a seasoned Commercial Banker to drive profitable growth within a defined geographic area, managing clients with annual sales from $50MM to $500MM. You will build trusted advisory relationships with CEOs, CFOs, and COOs, lead cross-functional teams, and...Senior
- ...technologies to deliver smart solutions to our clients across the country. We're investing in... ...and services to build professional relationships with customers and prospects, and engaging... ...confidence and act as a trusted advisor. # Ability to communicate effectively...SeniorWork at officeLocal areaDay shift
$105.4k - $207.8k
Position Summary FASB/GASB Senior Consultant Our Deloitte... ...Transactions team helps guide clients through their most critical moments... ...long-term, measurable impact. Recruiting for this role ends... ...inform transaction decisions and growth strategiesDeveloping business...SeniorWork at office- ...Coastal States Bank is seeking a Relationship Banker I in Atlanta, GA. You will deliver exceptional client service in a busy branch, support account opening and maintenance, and ensure security and compliance across daily operations. The role balances frontline service...
$77k - $202k
...- Financial Due Diligence - Senior Associate, you will provide strategic... ...diligence services to clients involved in mergers, acquisitions... ...Developing meaningful client relationships to anticipate needs and... ...qualified applicants that are impacted by the Los Angeles County Fair...SeniorFull timeH1b- ...dollars + event fundraising portfolio. You will drive revenue growth through advanced relationship management, donor engagement, and volunteer leadership development. Responsibilities include managing high-impact donors and complex event portfolios, growing revenue,...Senior
$77k - $202k
...strategic advice and support to clients in areas such as mergers and... ...deal issues.Focused on relationships, you are building meaningful... ...private equity fund clients. As a Senior Associate you are expected to... ...qualified applicants that are impacted by the Los Angeles County...SeniorFull timeH1b$141.2k - $278.3k
...us to best serve our clients, markets, geographies... ...global leader in a high-growth and rapidly transforming... ...Deloitte’s attest relationship with Microsoft it is also... ...purpose is to make an impact that matters for our... ...entry-level employees to senior leaders, we believe...SeniorFull timeLocal areaFlexible hours- ...Hilton in Atlanta seeks a Senior Event Manager to oversee complex events from planning to execution. You will serve as the primary client contact on property, ensuring smooth execution, proactive issue resolution, and exceptional experiences for guests. You will build...SeniorContract work
$95.55k - $195.25k
...quality tax services to our clients. Tax Transformation drives improvements... ...Strategy and Transformation Senior Consultant supporting... ...decommissioningCollaborative and relationship-oriented, with the ability to... ...’s purpose is to make an impact that matters for our people,...SeniorWork at officeLocal areaVisa sponsorship$175k - $225k
...to solving our clients' problems and assisting... ...who positively impact our clients and... ...as their advisor, advocate, teammate... ...our tremendous growth, we're seeking a Senior Director to join... ...term consultative relationships with private... ...individual income tax, wealth transfer and...SeniorPart timePrivate practiceWork at officeFlexible hours- ...NELSON Worldwide, LLC in Atlanta seeks a Senior Workplace Leader to drive growth by cultivating client relationships, identifying new market opportunities, and leading the Workplace practice. The role represents the face of NELSON in the market and guides strategy for...SeniorRemote workWorldwide
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