Strategic Wealth & Lending Advisor
Northern Trust Corporation
Northern Trust Corporation is seeking a Senior Banking Advisor to develop new client relationships and manage complex credit and deposit solutions for high-net-worth individuals and organizations. This role stresses strategic growth and exceptional client service. The ideal candidate has a minimum of 5 years of experience in financial analysis or servicing, alongside a Bachelor’s degree in Finance, Business, or Economics. Proficient negotiating and leadership skills are essential, as is flexibility in a fast-paced environment. #J-18808-Ljbffr Northern Trust Corporation
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Strategic Wealth & Lending Advisor in Atlanta, GA vacancy
$80k - $95k
TIAA is looking for a Wealth Advisor in Atlanta, Georgia, to partner with clients in achieving their financial goals through strategic planning and investment strategies. The ideal candidate will have over 3 years of experience in financial services, excellent client management...Suggested- ...Finance Associate in Atlanta to join their Corporate Debt team. The ideal candidate will have 3-6 years of experience in syndicated lending, secured transactions, and other commercial finance transactions, including cash flow credit facilities. This position requires...Suggested
- Alston & Bird's Antitrust Group in Atlanta is seeking a Finance Associate with 3-6 years of experience in syndicated lending and other commercial finance transactions. The ideal candidate will have excellent academic credentials and strong communication skills. Responsibilities...Suggested
- Oscar Health is seeking an Associate, Strategic Finance to join our FP&A team in Atlanta, GA. In this remote role, you'll support financial planning and analytics, driving insights for business decisions. You'll work closely with Finance leaders on projections and strategic...SuggestedRemote job
- ...associate for their Atlanta office. The position requires 2-4 years of experience in commercial finance, particularly in syndicated lending and secured transactions. The ideal candidate should possess excellent credentials and strong interpersonal skills. This role is...SuggestedWork at office
- First Citizens Bank is looking for a Wealth Consultant to manage high net worth clients by providing tailored financial solutions. This role combines client acquisition responsibilities with wealth management strategy, requiring exceptional relationship-building skills...
- ...is seeking an experienced Senior Financial Analyst to join their team in Atlanta, Georgia. This critical role involves supporting strategic decision-making through comprehensive financial analyses, forecasting, and reporting. You'll work closely with senior leadership to...
- ...equity-backed service company in Atlanta is seeking a Financial Analyst to join its team. This role involves delivering insights for strategic decision-making, managing financial reports, and supporting M&A activities. Candidates should have a degree in Finance or...
- ...chain company. You will lead budgeting, forecasting, and variance analysis processes, while developing financial models to support strategic initiatives. The ideal candidate will have at least 5 years of experience in FP&A, strong knowledge of Microsoft Excel, and be...
- ...provider in Atlanta is seeking a Financial Analyst to join their finance team. This role involves building financial models to support strategic planning and providing analysis for decision-making. Ideal candidates will have at least three years of experience in financial...
- A leading furniture manufacturer in Atlanta is seeking a talented Financial Analyst to provide strategic financial insights and support the finance department. In this role, you will analyze financial data, lead the budgeting process, and monitor performance against targets...Full time
$120k - $165k
A leading consulting firm in Atlanta is looking for a Business Advisory Associate to support engagement teams with financial modeling and analysis. Candidates should have at least three years of relevant experience in financial advisory or consulting, with a solid understanding...- ...a Bachelor’s degree with a preferred concentration in finance, and at least 3 years of experience in private credit or commercial lending. Key responsibilities include monitoring loan performance, conducting due diligence, and maintaining borrower relationships. Excellent...
- ...Corp in Atlanta is seeking a Senior Banking Advisor responsible for developing and managing... ...exceptional client service. This role emphasizes strategic growth, mentoring junior team members, and acting as a trusted advisor on wealth management strategies. The ideal candidate...
- ...approvals and managing a portfolio focused on community development finance. The ideal candidate will have a strong background in lending, real estate finance, and community impact. A Bachelor's degree and at least 10 years of credit experience are required. The position...
$98.18k - $115.5k
...in Atlanta, Georgia, is seeking a Business Banking Relationship Credit Analyst to provide exceptional client experience and support lending activities. This role involves client onboarding, financial analysis, and portfolio management. The ideal candidate will have a...Work at office3 days per week$200k
...that knowledge to develop tailored wealth management strategies. Private Bankers... ..., capital markets, and banking & lending Create sales and marketing... ...the client’s advocate and trusted advisor (primary contact) for strategic advice on financial matters Create...Full timeCitigroup Inc.
Atlanta, GA4 days ago- Summary The Private Bank Wealth Advisor III is the primary client relationship manager in the Huntington Private Bank responsible for developing... ...under the SAFE Act and Loan Originator under the Truth in Lending Act. If applicable, registration and additional...Work at officeRemote workWork from homeFlexible hours
$150k - $225k
Apella Wealth is an employee-owned, wealth advisory firm (RIA) headquartered in West Hartford... ...scaling both organically and through strategic acquisitions as we enter new regional... ...working with. The Role As an Apella Wealth Advisor, you’ll serve as the primary advisor to...Temporary workWork at officeFlexible hours- Gilder Search Group is seeking an experienced Private Wealth Advisor to empower clients in wealth and estate planning, investments, and banking... ...management. The ideal candidate will excel in building strategic client relationships with an understanding of specialized product...
$78.5k - $163k
...Restructuring segment we focus on our clients’ strategic, operational , financial and capital... ..., legal counsel, and/or other financial advisors to evaluate potential restructuring... ...experience in investment banking, corporate lending, consulting, public accounting, or other...Work experience placementFlexible hours- Description Summary: The Private Bank Wealth Advisor III is the primary client relationship manager in the Huntington Private Bank responsible... ...under the SAFE Act and Loan Originator under the Truth in Lending Act. If applicable, registration and additional...
$80k - $95k
The Wealth Advisor is part of a team who partners with clients to identify their financial goals, analyze their financial landscape, and... ...resources efficiently and effectively Develops and implements strategic and tactical plans with strong considerations to client...Work experience placement- ...Business Banking the Specialty Finance Advisor Senior role is for you! In this role you... ...Banking, you will provide critical and strategic SBA product expertise and Commercial Real... ...Managers (BRM). The Specialty Finance Business Lending Advisor is responsible for consulting...Work experience placement
- A financial consulting firm is seeking a highly skilled Controller Consultant for their Atlanta, GA team. The role involves developing and implementing financial strategies, providing analysis and guidance on financial matters, and ensuring compliance with accounting regulations...
- MountainSeed Appraisal Management, LLC is looking for a Financial Analyst based in Atlanta, GA. This role supports financial planning, analysis, and reporting across all business lines, translating financial data into insights that inform leadership decisions. The ideal...Flexible hours
- A leading financial institution is seeking a Specialty Finance Advisor Senior to provide expertise in SBA and Commercial Real Estate loans. This role involves working closely with Business Relationship Managers to assess financing needs, structure loans, and maintain client...
- CBRE in Atlanta, GA is hiring a Regional FP&A Analyst to deliver financial planning, forecasting, and ad hoc analysis. You will collaborate with Financial Control and FBP teams to prepare and present budgets and re-forecasts. The ideal candidate should have strong financial...Flexible hours
$70k - $85k
Brand Industrial Services is seeking a Financial Analyst to join our Corporate FP&A team in Atlanta. This role involves maintaining recurring reports, expanding reporting frameworks, and supporting data integrity. The ideal candidate will have 3-6 years of experience and...$96.88k - $127.15k
...Job Description Job Description Hi, we're Oscar. We're hiring an Associate, Strategic Finance to join our FP&A team. Oscar is the first health insurance company built around a full stack technology platform and a relentless focus on serving our members. We started...Full timeWork experience placementWork at officeRemote work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Strategic Wealth & Lending Advisor. Be the first to apply!
Related searches
- strategic finance associate Atlanta, GA
- associate leveraged finance Atlanta, GA
- oracle cloud financials consultant Atlanta, GA
- associate corporate finance Atlanta, GA
- oracle financial functional consultant Atlanta, GA
- financial planner Atlanta, GA
- junior oracle financial functional consultant Atlanta, GA
- international financial advisor Atlanta, GA
- estate planning consultant Atlanta, GA
- financial counselor Atlanta, GA