Senior Wealth Planning Advisor
Brighton Jones
Brighton Jones in Atlanta, GA is seeking a Financial Planner to communicate directly with clients, strategize asset allocation, and conduct detailed financial analyses. Applicants should have over 4 years of experience in wealth management and possess a relevant undergraduate degree along with certifications such as CFP® or CPA. The position is full-time and in-office, offering a competitive salary along with comprehensive benefits including medical coverage, 401(k) matching, and paid time off, plus growth opportunities within the company. #J-18808-Ljbffr Brighton Jones
$75k - $132k
NFP, an Aon company, is looking for a Senior Retirement Plan Advisor based in Atlanta, GA or Charlotte, NC. This role involves managing and nurturing established client relationships with a clear focus on service delivery. You will be responsible for addressing client...Senior$75k - $132k
AON PLC is seeking a Senior Retirement Plan Advisor to independently manage established client relationships. This role focuses on service delivery, leading quarterly investment reviews, and addressing compliance inquiries. The ideal candidate will have a minimum of 5...Senior$75k - $132k
Senior Retirement Plan Advisor NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK... ...the globe address their most significant risk, workforce, wealth management and retirement challenges through custom...SeniorWork at office$75k - $132k
Aon is seeking a Senior Retirement Plan Advisor in Atlanta, Georgia, to manage and nurture client relationships focused on service delivery. Candidates should have over 5 years of experience in the retirement plan industry and a strong commitment to client service. This...Senior- ...pursue state life and health licenses, and be results-driven with a strong work ethic. The company offers a comprehensive benefits package and opportunities for advancement. Applicants must be authorized to work in the United States. #J-18808-Ljbffr Equitable AdvisorsSuggestedRemote job
- ...those relationships start with financial advisors. That's why they are committed to... ...of experience in investment advisory or wealth management Proven, transferable book of... ...opportunities Deliver holistic financial planning Support training initiatives and help scale...Senior
- ...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...Remote jobFlexible hours
- Northern Trust Corp in Atlanta is seeking a Senior Banking Advisor responsible for developing and managing client relationships for high-net-worth... ...junior team members, and acting as a trusted advisor on wealth management strategies. The ideal candidate has over 5 years...Senior
- Mercer-Advisors in Atlanta is looking for a Wealth Advisor to deepen relationships with clients and drive practice growth through referrals. As a fiduciary, you will provide tailored financial solutions supported by a team of experts. The ideal candidate is committed to...Senior
- A financial services company based in Atlanta is seeking a Wealth Advisor III to develop client relationships and manage a portfolio of high net worth clients. The ideal candidate will have at least 8 years of experience in Wealth Management, strong sales skills, and relevant...Senior
- 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 ideal candidate will have 3+ years of client service experience in...SeniorFull time
- ...Atlanta, Georgia, is seeking a Financial Consultant. In this role, you will provide financial guidance to clients, helping them navigate wealth management and achieve their financial goals. The ideal candidate will have an active FINRA Series 7 license and the ability to...Senior
- First Citizens Wealth in Atlanta is seeking a Wealth Consultant to identify and retain high net worth clients through strategic financial planning and relationship management. This role involves serving as a primary contact, providing expert wealth management advice, and...Senior
- Role, Inc. is seeking a Private Wealth Management Advisor in Atlanta, Georgia, to develop and maintain a portfolio of client relationships within affluent markets. Responsibilities include collaborating with partners to provide wealth management services, managing complex...Senior
- Charles Schwab in Atlanta is seeking a Financial Consultant to provide exceptional wealth management and financial planning advice to clients. In this role, you will actively work with clients to help them achieve their financial goals, offering expertise in various areas...Senior
- Cooper Lighting Solutions is looking for a Wealth Advisor in Atlanta, GA who excels in building relationships with high net worth clients.... ...offers a competitive benefits package, including medical and 401k plans, alongside a supportive work environment. #J-18808-Ljbffr...Senior
- A financial services company in Atlanta, GA is seeking a Private Bank Wealth Advisor III. This role involves developing, managing, and delivering high-net-worth client Wealth Plans and requires at least 5 years of experience in wealth management or financial advisory....Senior
$120k
Virtus Investment Partners, Inc is looking for a Lead Advisor based in Atlanta. The candidate will partner with... ...BDO in managing client relationships and providing wealth management services including financial planning and investment advisory. This role offers...SeniorRemote job- Modern Wealth Management in Atlanta, GA, is seeking accomplished wealth management professionals to help expand its national footprint. The role involves overseeing top-tier clients and developing new relationships. A portable book of at least $45M in client assets is...Senior
- 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...Senior
- ...financial institution in Atlanta, Georgia, seeks a Private Bank Wealth Advisor III to manage high-net-worth client relationships and drive... ...The advisor will be responsible for creating tailored wealth plans, providing legendary client service, and coordinating with specialists...SeniorWork at officeFlexible hours
- ...Talent Acquisition is searching for a highly experienced Financial Advisor in Atlanta, GA. This role involves leading investment... ...7 and 66 licenses. The position emphasizes delivering quality wealth management services with a fiduciary approach. Proficiency in Spanish...Senior
- 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...SeniorWork at officeRemote workFlexible hours
- ...Excellent oral, written communication, organizational skills, negotiation and time management skills. Experience in defined contribution plan design, governance, compliance, and administration. Working knowledge of Microsoft Office Suite. Travel required (25%). Preferred:...SeniorFull timeLive outWork at officeLocal areaFlexible hours
$102k - $181.72k
WSP in the U.S. is seeking a Freight and Logistics Senior Consultant to bolster its Advisory Services team. The role will involve developing state rail plans, conducting research, and technical writing. Candidates should have 7-10 years of experience, strong analytical...Senior$102k - $170k
Guidehouse is seeking an Adaptive Planning Senior Consultant to join their team in Atlanta, Georgia. You will work with clients to implement Workday Adaptive Planning solutions, ensuring effective business decision-making support. The ideal candidate has a Bachelor's degree...SeniorFlexible hours- Charles Schwab is seeking a Sr. Manager, Wealth Advisor based in Atlanta, Georgia. This role involves managing client relationships, delivering holistic financial planning, and providing investment guidance while working closely with an advisory team on complex financial...SeniorWork at office
$102k - $170k
...assessments to entire transformations, you’ll deliver Workday Adaptive Planning solutions equipping organizations with the information they need to make better business decisions As an Adaptive Planning Senior Consultant, you will: Be a hands-on Adaptive Planning Senior...SeniorTemporary workWork at officeLocal areaWork from homeFlexible hours- ...role focuses on supply chain transformation engagements, where you'll design and implement SAP-enabled planning solutions that enhance business performance. As a Senior in Technology Business Analysis, you'll translate business needs into scalable technical solutions,...Senior
$140k - $165k
Osaic is seeking an AVP, Financial Planning Experience to play a pivotal leadership role within the National Planning Institute. This position is focused on enabling financial advisors to engage in comprehensive financial planning and ensuring a high-quality, advisor-centric...Full time
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