Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Wealth Advisor

HighTower Advisors

Bluerock Wealth Management, part of the Hightower network, seeks a Senior Wealth Advisor to deliver high-touch, fiduciary service for clients in Alpharetta. You will lead comprehensive financial planning, investment strategy, and collaborate with CPAs and attorneys to protect and grow client wealth. This role emphasizes holistic wealth management, tax mitigation, ongoing client relationships, and strong collaboration with operations and investment teams under a partner-led structure. #J-18808-Ljbffr

Vacancy posted 15 hours ago
Similar jobs that could be interesting for youBased on the Senior Wealth Advisor in Alpharetta, GA vacancy
  • United Placement Group in Georgia seeks a Senior Market Financial Planner focused on annuities and retirement income to advise clients with a consultative, needs-based approach. You will work with pre-set, qualified appointments and an exclusive state territory, supported... 
    Senior

    United Placement Group

    Roswell, GA
    4 days ago
  • Job Title Responsible for providing an industry leading client service experience both in person and on the phone through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative...
    Senior
    Full time
    Part time
    Work at office
    Night shift
    Weekend work

    Truist

    Alpharetta, GA
    2 days ago
  •  ...Senior Fp&A Analyst - Alpharetta This role will be a team player who provides business and financial advice to company's leadership team through various budgeting and analysis functions. You will be responsible for preparing budgets, forecasts, and financial reports... 
    Senior

    Staff Financial Group

    Alpharetta, GA
    1 day ago
  • $84.7k - $141.1k

     ...and growth mindset, and clear and impactful communication. The Senior Underwriting Analyst is responsible for independently managing...  ...structure, terms, and risk mitigation strategiesServe as a trusted advisor to stakeholders on credit risk and underwriting strategySubject... 
    Senior
    Full time
    Work at office

    McKesson

    Alpharetta, GA
    3 days ago
  • Sweet Oak seeks a Senior Financial Analyst to own budgeting, forecasting, and executive-ready reporting. You will create Power BI dashboards and partner with finance, operations, sales, and supply chain from day one to drive data-driven decisions. This role emphasizes... 
    Senior

    Royal Oak

    Roswell, GA
    3 days ago
  • Essential Functions Interviews residential mortgage loan applicants. Requests specified information for loan application. Notifies applicant of loan decision. Corresponds with customers, applicants or creditors to resolve questions regarding application information....
    Senior

    First Federal Bank

    Alpharetta, GA
    3 days ago
  • Fifth Third Bank is offering a Retail Personal Banker II career track in Duluth, GA, following a 4–8 week onboarding program with rotations in Operations and Sales & Service. The role focuses on consultative selling of deposits, loans, and fee-based services, while building...
    Senior

    Fifth Third

    Duluth, GA
    1 day ago
  • $150k - $200k

    IFG Companies is seeking a Risk Management Actuary to support enterprise risk management and underwriting decisions. This role focuses on portfolio risk evaluation, pricing adequacy, and financial risk analysis. Candidates should have strong analytical skills and the ability...
    Senior

    IFG Companies

    Alpharetta, GA
    1 day ago
  •  ...real impact. Explore our opportunities and become part of a company that values diversity, integrity, and growth.Role OverviewAs a Senior Financial Data Analyst, you will transform financial and operational data into insights that support planning, performance management... 
    Senior
    Full time

    PDI Technologies

    Alpharetta, GA
    2 hours ago
  •  ...impact. Explore our opportunities and become part of a company that values diversity, integrity, and growth. Role Overview As a Senior Financial Analyst, you will serve as a trusted financial partner to business leaders by delivering financial analysis, forecasting,... 
    Senior

    PDI Technologies

    Alpharetta, GA
    2 days ago
  •  ...Senior Associate, Finance It's exciting to find yourself standing in a pivotal moment in time. It's even more exciting to be out front leading it. At QTS, our world-class data centers are supporting our customers most strategic growth initiatives, positioning us at... 
    Senior
    Flexible hours

    QTS Data Centers

    Duluth, GA
    2 days ago
  • $71.6k - $119.4k

     ...Senior Financial Analyst A Senior Financial Analyst is a decision support role focused on the Financial Crime Compliance (FCC) market within the Business Services organization. This role will be responsible for performing financial analysis, financial modeling, business... 
    Senior
    Temporary work
    Local area

    Lexus Nexus

    Alpharetta, GA
    2 days ago
  •  ...Job title: Corporate Finance Senior Analyst Reports to: Chief Financial Officer Department: Finance Location: Alpharetta, GA Grade: 18 About Priority Commerce: Priority Commerce is a leading financial technology company on a mission to deliver a personalized... 
    Senior

    Priority Technology Holdings Inc

    Alpharetta, GA
    4 days ago
  • Job Title Minimum Mandatory Skills: ~10+ years of business analysis experience in the Commercial Property & Casualty insurance industry. ~ Experience with Guidewire Policy Center. ~ Experience with integration to external systems. ~ Strong experience with policy...
    Senior

    Omni Inclusive

    Alpharetta, GA
    3 days ago
  • A leading consulting firm is seeking an experienced professional specializing in Oracle EBS Financial modules. This mid-senior level contract position requires over 10 years of experience and includes responsibilities such as providing expertise on Oracle systems, resolving... 
    Senior
    Contract work

    PoweerHire Consulting Inc

    Norcross, GA
    1 day ago
  • $100k - $130k

     ...IFG Companies in Alpharetta, Georgia seeks a Senior Actuarial Analyst to support the commercial pricing team. The role involves developing new actuarial analyses, enhancing existing processes, and collaborating with underwriting teams. Applicants should possess a bachelor... 
    Senior

    IFG Companies

    Alpharetta, GA
    3 days ago
  • $99k - $164.8k

     ...an experience to our stakeholders that delivers on our promises. Summary:Kemper has an immediate need for a skilled and motivated Senior Actuarial Analyst. The Senior Actuarial Analyst performs complex pricing analyses and provides actuarial support for filings. This... 
    Senior
    Immediate start
    Remote work

    Kemper Corporation

    Alpharetta, GA
    1 day ago
  • $99k - $164.8k

     ...A leading specialized insurance company is seeking a Senior Actuarial Analyst to perform complex pricing analyses and provide actuarial support. The ideal candidate should have a Bachelor's degree in actuarial science or related fields, with over 4 years of experience... 
    Senior

    Kemper

    Alpharetta, GA
    1 day ago
  • $185k - $225k

     ...or any basis prohibited by the laws that govern its operations.Senior Pricing Actuary - ART Casualty (North America)Location: New York...  ...capital considerationsStakeholder EngagementAct as a trusted advisor to underwriting, brokers, and clients on actuarial aspects of transactionsPresent... 
    Senior
    Full time

    Axis Capital

    Alpharetta, GA
    2 days ago
  •  ...Senior Financial Analyst Sweet Oak is a global food company enabling healthier lifestyles and providing access to high quality plant-based sweeteners, flavor enhancers and other foods through our diverse portfolio of trusted brands and delicious products. We are... 
    Senior
    Immediate start
    Visa sponsorship

    Royal Oak Enterprises, LLC

    Roswell, GA
    3 days ago
  •  ...Senior Financial Analyst Illumia is an industry leader in bringing the best integrated technology solutions to education, healthcare, and business campuses worldwide. Illumia was built on the collective expertise of two legacy cultures, and brings together people,... 
    Senior
    Temporary work
    Work at office
    Local area
    Worldwide
    Flexible hours
    Shift work

    Illumia, LLC

    Alpharetta, GA
    4 days ago
  •  ...Senior Commercial Strategy Analyst We are looking for a Senior Commercial Strategy Analyst to join our team in Houston, TX. The Senior Commercial Strategy Analyst is responsible for delivering market intelligence, competitive insights, and strategic analytics that... 
    Senior

    Summit Materials

    Alpharetta, GA
    3 days ago
  • $115k - $150k

     ...Senior Portfolio Analyst We are looking for a Senior Portfolio Analyst, based in Alpharetta, O'Fallon or Toronto. Your Team...  ...strategic recommendations to senior management, serving as a trusted advisor to support key initiatives and decision-making in alignment... 
    Senior
    Work at office
    Visa sponsorship
    Work visa

    Allianz

    Alpharetta, GA
    3 days ago
  •  ...financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and...  ..., and/or retail lending. (experience may include Retail, Wealth, Advisory, and/or Retail Lending experience) or one years’ experience... 
    Full time
    Part time
    Work at office
    Shift work
    Day shift

    Truist

    Roswell, GA
    3 days ago
  • $100k - $130k

     ...Senior Actuarial AnalystThe Senior Actuarial Analyst plays an important role in supporting the commercial pricing team for the Bind and Brokerage units of IFG Companies. The SAA will develop new and enhance existing actuarial analyses, processes and models that assist... 
    Senior
    Temporary work
    Work at office
    Flexible hours
    3 days per week

    IFG Companies

    Alpharetta, GA
    3 days ago
  • Paralegal PositionWe're looking for an organized, detail-oriented, and experienced paralegal to play an important role on our legal team. You'll draft legal documents such as affidavits, prepare briefs, conduct legal research for trial preparation, and keep case files ...
    Senior

    Hecht Family Law

    Alpharetta, GA
    2 days ago
  • $105k

    Sr. Commercial Credit Analyst Our client is seeking to fill a Hybrid Remote Sr. Commercial Credit Analyst role in the Roswell, GA area. The position is responsible for working closely with Relationship Managers and Credit Leadership to structure, underwrite, and monitor...
    Senior
    Remote work

    The Symicor Group

    Roswell, GA
    2 days ago
  • $150k - $200k

     ...Senior Pricing ActuaryThe Senior Pricing Actuary ("SPA") plays a crucial role in supporting the rating and quoting processes for underwriting operations of IFG Companies. The SPA utilizes advanced actuarial methodologies, predictive analytics, market intelligence and... 
    Senior
    Temporary work
    Work at office
    Flexible hours
    3 days per week

    IFG Companies

    Alpharetta, GA
    2 days ago
  • We are seeking a skilled Mainframe Developer with strong experience in IBM Mainframe technologies The candidate will be responsible for analyzing business requirements developing and maintaining batch and online applications supporting production issues and delivering high...
    Senior

    LTM

    Alpharetta, GA
    4 days ago
  •  ...LG Electronics Air Solutions is seeking a Senior Program Manager to own the long-term direction of an assigned product line, coordinating market input, regulatory changes, and competitive insights into a robust roadmap. The role collaborates with engineering, marketing... 
    Senior

    LG Electronics

    Alpharetta, GA
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Wealth Advisor. Be the first to apply!