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

Senior Wealth Advisor & Client Growth Strategist

Charles Schwab

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 such as retirement and investment management. The ideal candidate will have a valid FINRA Series 7 license, excellent relationship-building skills, and a readiness to adapt to changes in the market. A competitive benefits package is offered, emphasizing continuous growth and community engagement. #J-18808-Ljbffr Charles Schwab

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Senior Wealth Advisor & Client Growth Strategist in Atlanta, GA vacancy
  • Visa is seeking a Sr. Consultant, Client Success in Atlanta, GA to own post-sale client relationships and drive adoption of Visa products. You will collaborate with Sales and Product to maximize benefits realization and value, deploy client support strategies, and support... 
    Senior

    Visa

    Atlanta, GA
    3 days ago
  • Truist Wealth seeks a Financial Planning Strategist to deliver sophisticated financial and estate planning for high-net-worth clients, typically with $5M+ AUM. You will partner with Wealth Advisors and internal specialists to develop customized strategies aligned with... 
    Senior

    Truist

    Atlanta, GA
    2 days ago
  • A financial services company in Atlanta is seeking a Wealth Strategist to develop personalized financial plans for high-net-worth clients. You will lead discovery meetings, conduct financial assessments, and create tailored wealth strategies. Applicants should have a Bachelor... 
    Senior
    Full time
    Remote work

    United Community Banks Inc.

    Atlanta, GA
    4 days ago
  •  ...monitor risk with statistical methods. You’ll collaborate with Analytics, Risk, and Business Development to deliver timely insights and client-ready solutions. Bachelor’s degree with 5+ years in credit card risk is required; proficiency in SAS/SQL with Tableau, Python or R,... 
    Senior

    Atlanticus

    Atlanta, GA
    2 days ago
  • $100k

     ...Atlanta seeks a high-performing tax professional ready to evolve into an elite strategic advisor. In this role, you will master advanced tax planning methodologies to save clients significant amounts in taxes. You will work closely with clients to guide them in implementing... 
    Senior

    Prosperl CPA

    Atlanta, GA
    23 hours ago
  •  ...confidential accounting firm in Atlanta is seeking a seasoned Client Accounting Services (CAS) Senior Manager. This leadership role involves overseeing all...  ...and a collaborative office environment focused on growth and innovation. #J-18808-Ljbffr NorthPoint Search Group
    Senior
    Work at office

    NorthPoint Search Group

    Atlanta, GA
    2 days ago
  • Waverly Advisors, LLC is seeking a Wealth Advisor to serve a select group of high-net-worth clients. You will manage client relationships, provide comprehensive financial planning, and work with our investment team to align strategies with client objectives. You will contribute... 
    Senior

    Waverly Advisors, LLC

    Atlanta, GA
    13 hours ago
  • Cherry Bekaert LLP in Atlanta seeks an Audit Senior Manager to lead and develop the A&A team, manage complex audits for diverse clients, and drive high-quality service with strong...  ...a fast-paced environment. The role offers growth opportunities, extensive training, and a... 
    Senior

    Cherry Bekaert LLP

    Atlanta, GA
    2 days ago
  • JPMorgan Chase is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families. You will support clients across a spectrum from saving beginners to high-net-worth individuals, delivering... 

    JPMorganChase

    Atlanta, GA
    3 days ago
  •  ...seeking a Risk Advisory Services Principal to lead a fast-growing practice. You will provide strategic direction, manage client engagements and drive growth across healthcare, life sciences or technology sectors. You will mentor teams, oversee risk assessments, and... 

    Baker Tilly International

    Atlanta, GA
    13 hours ago
  • $98k - $110k

     ...WithSlalom is seeking a Corporate Strategist to join our Strategy team....  ...impact projects, meeting our clients where they are to uncover...  ...Optimization including:* Business and Growth Strategy Development*...  ...targeted base salary pay range for Senior Consultant in Silicon Valley... 
    Temporary work
    Local area

    Slalom

    Atlanta, GA
    4 days ago
  •  ...Ultra High Net Worth Financial Advisor Manage and prepare Ultra...  ...planning expertise to enhance client retention, drive positive client...  ...expertise in conjunction with Wealth Advisors to leverage and source...  ...: Proactively engage in the growth and development of teammates within... 
    Senior
    Work experience placement
    Work at office

    SunTrust Investment Services, Inc.

    Atlanta, GA
    1 day ago
  • A leading professional services firm in Atlanta is seeking a Senior Talent Acquisition Specialist to enhance recruitment efforts and improve the candidate experience. The ideal candidate will have over 5 years of experience in talent acquisition, particularly in professional... 
    Senior

    Moore Colson

    Atlanta, GA
    1 day ago
  •  ...Senior Communications StrategistLifeLine Animal Project is the largest...  ...tasks, provide services to clients and care for our animals.The Senior Communications Strategist builds and expresses LifeLine's...  ...fundraising and organizational growth.Essential Job Functions:This represents... 
    Senior
    Work at office
    Remote work
    Shift work

    LifeLine Animal Project

    Atlanta, GA
    2 days ago
  • A strategic consultancy is seeking a Senior Strategist to develop brand positioning and innovation...  ...on leading workshops and engaging with clients. The ideal candidate will mentor junior...  ...members and drive insights for brand growth. Competitive benefits include generous... 
    Senior
    Remote job

    eatbigfish

    Atlanta, GA
    13 hours ago
  • $100k

     ...Senior Deployment Strategist Axle is the AI-native clearinghouse for insurance. Our infrastructure...  ...Deployment Strategists own enterprise client engagements and deployments. As a Senior...  ...: build reusable deployment and growth accelerators - implementation frameworks... 
    Senior
    Long term contract
    Full time
    Contract work
    Bank staff

    Axle

    Atlanta, GA
    2 days ago
  • $78.3k - $151k

     ...opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax,...  ...looking to hire four wealth advisors to work with our existing...  ...emphasizes collaboration and career growth. We pay competitive wages and... 
    Full time
    Interim role
    Work at office

    CliftonLarsonAllen

    Atlanta, GA
    5 days ago
  •  ...Financial Advisor This Fortune 500 financial institution is built...  ...the strength and depth of its client relationships - and those relationships...  ...in investment advisory or wealth management ~ Proven,...  ...thrive in a fast-paced, high-growth environment with evolving priorities... 
    Senior
    Work at office

    New Day Executive Search

    Atlanta, GA
    1 day ago
  •  ...owned engineering firm seeking a Technical Lead for Power Distribution in Atlanta. You will oversee major engineering projects, drive client relationships, and lead a team of project managers and designers to deliver high-quality power distribution solutions.... 
    Senior

    KCI Technologies

    Atlanta, GA
    3 days ago
  •  ...contribute to the company’s success. As a Senior Relationship Strategist within PNC Private Bank organization,...  .... Job Description Leads or supports client management activities with clients...  .... Held accountable for the growth of their book of business through client... 
    Senior
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC

    Atlanta, GA
    3 days ago
  • $100k - $125k

    JR Management Company Inc is seeking a Senior Tax Manager in Atlanta, GA to lead tax review and planning within a boutique firm. The successful...  ...$125,000 is offered, with additional performance bonuses and a chance for leadership growth. #J-18808-Ljbffr JR Management Company Inc
    Senior

    JR Management Company Inc

    Atlanta, GA
    2 days ago
  • Western & Southern Life is seeking a Financial Representative to serve clients in your community. You will assess financial needs, build relationships, and offer solutions that fit client goals. The role emphasizes in-person interaction and ongoing advisory support. We... 
    Relocation

    Western & Southern Financial Group

    Atlanta, GA
    3 days ago
  • Join a forward-thinking company as a Financial Advisor and embark on a rewarding career helping clients achieve their financial dreams. This role is perfect for motivated individuals who excel in communication and problem-solving. With comprehensive training and a supportive... 

    Prudential Financial

    Atlanta, GA
    4 days ago
  •  ...Senior Product Solutions Associate In Embedded Payments Make your mark in an innovative product through impactful client collaboration and crafting exceptional solutions that cater to clients' needs. As a Senior Product Solutions Associate in Embedded Payments, you... 
    Senior

    JPMorgan Chase

    Atlanta, GA
    3 days ago
  • HB Wealth, a national independent wealth management firm, seeks an Associate Wealth Advisor in Buckhead to support comprehensive wealth management...  ..., financial planning, and client recommendations. You will...  ...experience, support relationship growth, and coordinate with the... 
    Remote job

    HB Wealth

    Atlanta, GA
    3 days ago
  • $128k - $252.5k

     ...Transactions team helps guide clients through their most critical...  ...technology. Deloitte is seeking a Senior Consultant to join Tech...  ...that support profitabiltity, growth, and enterprise value creation...  ...professionals serve as trusted advisors to our clients, working with... 
    Senior
    Contract work
    Local area
    Visa sponsorship

    Deloitte

    Atlanta, GA
    1 day ago
  •  ...to lead enterprise change initiatives across business processes, systems and AI-enabled solutions. You will serve as a trusted advisor to client stakeholders while guiding enterprise change programs and ensuring adoption and value realization. The role emphasizes... 
    Senior

    Captech-Consulting

    Atlanta, GA
    13 hours ago
  • Overview Job Title: Client Success StrategistDepartment:SalesReporting To: Director ofSalesEmployment Type: Full -TimeLocation(s):...  ...application. Overview:Audacy Atlanta is looking for a Client Success Strategist to work in tandem with Account Executives to strategically... 
    Full time
    Work at office
    Local area
    Immediate start
    Flexible hours

    Audacy

    Atlanta, GA
    1 day ago
  •  ...Truist Wealth Omni Digital Senior Strategist The Truist Wealth Omni Digital Senior Strategist partners across enterprise digital, technology...  ...digital experiences for Truist Wealth and investment clients, advisors and teammates. This role defines strategic vision for... 
    Senior

    Truist

    Atlanta, GA
    1 day ago
  •  ...Change Management Senior Digital Strategist Location: Remote Long Term Contract Adobe Customer Solutions is seeking a Change Management...  ...adoption and operational integration of Adobe technologies within client organizations. This role is critical in shaping marketing... 
    Senior
    Remote job
    Long term contract
    Contract work

    Ace Stack

    Atlanta, GA
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Wealth Advisor & Client Growth Strategist. Be the first to apply!