Virtual Financial Advisor: Holistic Portfolio Strategy
Cooper Lighting Solutions
Cooper Lighting Solutions in Atlanta, Georgia, is hiring a Financial Advisor to provide investment advice and manage client portfolios in a virtual environment. The ideal candidate should have 6-10 years of experience in retail brokerage, strong communication skills, and relevant certifications like Series 7 and 66. Responsibilities include consulting with clients, leveraging technology for portfolio strategies, and ensuring compliance with regulations. This role offers competitive benefits, including vacation and retirement plans. #J-18808-Ljbffr Cooper Lighting Solutions
- ...Investment Advisor Provides investment advice in a virtual environment with an assigned book... ...help build an investment portfolio. Responsible for... ...to add value through holistic financial management. Demonstrates... ...build an investment strategy for clients. Leverage...Virtual
- ...Description - Entry Level - Financial Advisor - Atlanta, GA (4037)... ...events and portfolio management, ensure consistent... ...tracking Financial Strategy Development :... ...day hands-on training Virtual University : access to... ...Advisors’ own Credentialed Holistic Financial Coach...VirtualFull timeWork experience placementWork at officeLocal areaFlexible hours
$80k - $120k
...Financial Advisor and Portfolio Management Our client, a distinguished member of the IFG consortium, is seeking an experienced financial professional... ...of and commitment to Value Investing principles and strategy. Analyze client investment portfolios in collaboration...SuggestedFull timeTemporary workWork at officeMonday to Friday- Voya Financial, Inc. is seeking a Senior Real Estate Portfolio Analyst to provide asset management and analytical support for a high-yield commercial mortgage... ...research, and track financials to support investment strategies. With a Bachelor's degree and 2-3 years of...Suggested
- 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...SuggestedFull time
$50k - $60k
...Analyst is responsible for the overall financial management for our client portfolio, their commercial agreement,... ...Whether it's a physical activation, a virtual experience, or a piece of unique... ...through best-in-class Consulting, Strategy, Analytics, Experience Design, and...VirtualTemporary workWork at officeLocal areaWork from homeWorldwideFlexible hours$50k
...Join a financial services firm where your contributions are valued. Edward Jones is... ...million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud... ...new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking...VirtualWork at officeWork from homeHome officeFlexible hours$45k - $100k
...professional crossroads, a career as a financial advisor may be the right change for you.... ...: retirement, building wealth, estate strategies, funding education and more. As a financial... ...create new clients via face-to-face and virtual sourcing strategies (residential,...VirtualTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$118.04k - $177.05k
...Financial Consultant Manager Location: This role requires associates... ...with the autonomy of virtual work, promoting a dynamic and... ...business departments to drive holistic and consistent solutions.... ...that is designed to advance our strategy but will also lead to personal...VirtualTemporary workWork experience placementWork at officeLocal area2 days per week1 day per week$45k - $100k
...create new clients via face‑to‑face and virtual sourcing strategies (residential, business, networking,... ...Characteristics An interest in financial services/markets and how they work.... ...are provided at no cost to financial advisors. Edward Jones offers a 401(k) retirement...VirtualTraineeshipFlexible hours- ...currently seeking an experienced Learning Portfolio Manager - Sales in Atlanta, GA.... ...learning objectives, providing analysis and strategy support, and leading training projects from... ...to facilitate/conduct instructor-led and virtual training in a classroom and/or web-based...VirtualFull timeTemporary workTraineeshipWork experience placementWork at officeFlexible hours
- ...currently seeking experienced Financial Advisers for an... ...Include Investment portfolio management Retirement... ...and wealth management strategies. Key Responsibilities... ...international clients Delivering holistic financial planning and... ...through Beacon Global Advisor Network, LLC, a...Worldwide
- ...You will shape our international equity strategies by guiding country, sector, and... ...research team, you’ll collaborate with portfolio managers to assess global risks and opportunities... ...of economic, political, and financial drivers of global markets Strong written...Shift work
- ...use your knowledge of investments, financial planning, credit and banking to... ...short, medium and long term through a holistic goals based planning approach... ...Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum...Temporary workWork experience placementLocal area
- ...The Manager, Enterprise Portfolio Management is responsible for... ...operating cadence that connects strategy to execution, and leads a team... ...product ~ Experience with Financial, value, and risk; able to define... ...~ Experience with virtual collaboration and whiteboarding...VirtualWork at officeWorldwideVisa sponsorshipFlexible hours
- ...About the Role The Director of Portfolio Risk holds a critical, high-... ...responsible for the holistic health and strategic direction... ...trends into clear, actionable strategies for the executive team. You... ...for the customer's long-term financial health alongside the business...
$87.63k - $140.21k
...Brand Strategy & Activation Senior Specialist Location: This is... ...logistics for in-person and virtual events, including vendor management... ...are committed to offering a holistic benefit program that allows... ..., and surrogacy services. Financial Readiness: Strong financial...VirtualFull timeWork at officeLocal areaImmediate startRemote workFlexible hoursAfternoon shift- Capital Investment Advisors in Atlanta, Georgia, is seeking an experienced Investment Advisor... ...player who can help clients achieve their financial and lifestyle goals. You will provide direct advice on asset allocation, portfolio design, and investment implementation. The...
$125k - $170k
...Position Summary The Portfolio Value Marketing Manager is responsible... ...individual products to a holistic, long‑term partnership by clearly... ...portfolio‑level marketing strategy and brand management that unites... .... Strong analytical and financial skills to organize complex information...Flexible hoursShift work- ...Aesthetic Business Manager, Portfolio- Alpharetta East, GA Location: Atlanta, GA The role of the Aesthetic Business Manager will... ...If your profile is a match, we will invite you for a first virtual conversation with the recruiter. The next step is a virtual...Virtual
$110k - $120k
...seeking an experienced Commercial Portfolio Manager to lead a portfolio... ...ownership, portfolio strategy, customer‑centric decision‑making... ...balance educational impact with financial performance. The role is... ...quantitative market research through virtual and in‑person faculty...VirtualFull timeContract workShift work$21.64 - $24.04 per hour
...Virtual Financial Advisor – Hybrid Atlanta, Georgia Bring your skills to a deeply purposeful, financially rewarding career Thrivent is more than a financial services company – we're a community that puts generosity at the heart of saving and investing. At Thrivent...VirtualHourly payFull timeLocal area$24.03 - $26.44 per hour
A leading financial services organization in Atlanta, GA, is seeking a Virtual Financial Advisor to provide personalized financial guidance. This hybrid role involves engaging with clients through virtual meetings and utilizing a robust set of tools for financial planning...VirtualHourly pay- ...Financial Solutions Advisor Registration Candidate - Midtown Center Financial Center... ...relationships within a portfolio of clients. As a... ...confidence, and recommend strategies to help clients achieve their... ...America and Merrill to meet virtually all their financial needs....Work at officeImmediate startMonday to FridayShift workDay shift
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern... ..., skill-building, and development strategies you need to be successful in building... ...you educate your clients and deliver holistic financial plans—including investments...Full timeContract workFor contractorsWork at office- ...Financial Solutions Advisor Registration Candidate - NE Georgia Market Atlanta... ...deepening relationships within a portfolio of clients. As a... ...confidence, and recommend strategies to help clients achieve their... ...America and Merrill to meet virtually all their financial needs....Work at officeImmediate startMonday to FridayShift workDay shift
- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles... ...-based financial planning / wealth strategies including assessment of client needs... ...production Experience managing client portfolios and driving growth Proven relationship...Work at officeShift workDay shift
- ...Delta Community Credit Union, located in Atlanta, is seeking an Associate Wealth Advisor. This role focuses on helping clients achieve meaningful financial goals through personalized strategies and collaboration with financial professionals. You will lead clients in a...Full timeRemote work
$88.51k - $162.75k
...some of the world's most influential brokerage, insurance, and financial services organizations, as well as Fortune 100 brands, growth... ...committed to collaboration and continuous learning. The Team - Strategy & Transformation Join a team of talented professionals...Work at officeLocal area- ...Job Title: Property Marketing & Digital Strategy Associate - Build-to-Rent (BTR) Reports... ...Associate plays a critical role in supporting portfolio-wide leasing performance, digital... ...imagery, ad copy, floor plans, office hours, virtual tours, and calls-to-actions. Ensure...VirtualWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Virtual Financial Advisor: Holistic Portfolio Strategy. Be the first to apply!
- senior wealth advisor Atlanta, GA
- finance associate Atlanta, GA
- financial advisor Atlanta, GA
- private wealth advisor Atlanta, GA
- patient financial counselor Atlanta, GA
- estate planning consultant Atlanta, GA
- financial planning assistant Atlanta, GA
- associate corporate finance Atlanta, GA
- senior financial advisor Atlanta, GA
- international financial advisor Atlanta, GA

