Bilingual Wealth Advisor for HNW Clients
People Talent - Acquisition
People Talent - Acquisition is seeking a highly experienced Financial Advisor to join their team in Atlanta, Georgia. This position involves advising clients on investment strategies, managing long-term relationships, and driving business development while ensuring compliance with regulatory standards. The ideal candidate will possess a Bachelor's degree in Finance or a related field, hold Series 7 and Series 66 licenses, and have a minimum of 5 years of experience in the financial sector. Bilingual communication skills in Spanish and English are required. #J-18808-Ljbffr People Talent - Acquisition
- A financial institution in Atlanta, Georgia, seeks a Private Bank Wealth Advisor III to manage high-net-worth client relationships and drive business development. The advisor will be responsible for creating tailored wealth plans, providing legendary client service, and...High net worthWork at officeFlexible hours
- A prominent wealth management firm in Atlanta is looking for a Wealth Advisor to manage high-net-worth client relationships. The ideal candidate will provide comprehensive financial planning and develop new business opportunities while maintaining exceptional client service...High net worthFlexible hours
- Cooper Lighting Solutions is looking for a Wealth Advisor in Atlanta, GA who excels in building relationships with high net worth clients. You'll manage complex credit needs and provide a full suite of financial solutions. This role demands extensive experience in client...High net worth
- ...searching for a highly experienced Financial Advisor in Atlanta, GA. This role involves leading investment management, strengthening client relationships, and driving business... ...The position emphasizes delivering quality wealth management services with a fiduciary approach...High net worth
- U.S. Bank is seeking a PWM Private Wealth Advisor in Atlanta, GA, responsible for fostering client relationships and advising on financial strategies, including estate planning and investments. A bachelor’s degree and extensive experience with high-net-worth clients are...High net worthWork at office3 days per week
- ...Job Description Job Description Our client is on a mission to empower customers and communities... ...-focused environment. In their Private Wealth Management division, significant investments are being made to expand the advisor team and enhance client experiences. This...High net worth
- Bank of America is looking for a Client Engagement Specialist in Smyrna, Georgia. The role involves educating clients about self-service... ...self-starters with excellent communication skills. Bilingual Spanish is required, and the position may require travel to financial...BilingualFull time
- JPMorgan Chase & Co. is seeking a Private Client Advisor in Atlanta, GA. This role focuses on providing comprehensive financial advice and planning to a diverse range of clients, ensuring exceptional investor experiences and fostering strong client relationships. Applicants...
- A leading financial institution seeks a Client Manager in Atlanta to acquire and deepen client relationships. You will lead the Client Management Process, providing a rich Branded Client Experience while ensuring client retention. Candidates should possess 12+ years of...
- A financial institution in Atlanta is seeking a Wealth Management Portfolio Manager to construct and manage investment portfolios for... ...role includes designing investment strategies, communicating with clients to understand their financial goals, and executing trades....High net worthFull time
- 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...High net worthFull timeRemote work
- ...Smyrna, Georgia. In this role, you will establish and maintain customer relationships while promoting insurance solutions tailored to client needs. The ideal candidate will have strong communication skills, be detail-oriented, and thrive in a sales-oriented environment. A...Bilingual
$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...$85k - $145k
Mercer-Advisors in Atlanta, GA seeks a Wealth Advisor to manage client relationships and provide comprehensive financial advice. In this role, you'll identify client goals and develop tailored recommendations while working with in-house experts. Candidates should have a...- A financial services institution is seeking a Private Wealth Management Advisor in Atlanta, Georgia, responsible for developing and maintaining client relationships. This role requires a bachelor’s degree in finance or a related field and five years of experience in the...
- 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
$150k - $225k
Apella Wealth, a growing wealth advisory firm, seeks an Apella Wealth Advisor in Atlanta. You'll manage client relationships and deliver comprehensive financial advice on retirement, investments, and more. The role offers a competitive salary range of $150K-$225K and includes...- ...advisory firm in Atlanta is seeking a Senior Wealth Planner to provide tailored financial advice to high-net-worth clients. Responsibilities include creating comprehensive... ...key role requiring collaboration with other advisors to ensure effective wealth management...High net worth
- ...seeking a Senior Associate to implement financial operations in a client-facing role within Personal CFO Services. This position... ...activities, maintain accurate reporting, and work closely with external advisors, providing a high-touch client experience. Pathstone offers...High net worth
$90 - $120 per hour
Ernst & Young Oman is seeking a Seasonal Tax Manager to join their Private Client Services team. This role involves reviewing complex individual tax returns and advising high-net-worth clients. Successful candidates will have a valid CPA license or state bar membership...High net worthRemote jobHourly paySeasonal work- Marsh McLennan Agency is seeking a Senior Client Advisor in Atlanta, Georgia, to provide exceptional service to High-Net-Worth clients. In this role, you will analyze client risks, present tailored solutions, and ensure high client retention. The ideal candidate has over...High net worth
- Judson Group is seeking a Lead Advisor in Atlanta, GA, to serve high-net-worth clients and collaborate with firm leadership. The ideal candidate will have over 10 years of experience in the RIA or wealth management space, excelling in client relationship management and...High net worth
- HB Wealth in Atlanta is seeking an experienced Associate Wealth Advisor to support financial planning and wealth management services. The role focuses on collaborating... ...team members, and ensuring a high-quality client experience. Candidates must possess strong financial...Remote job
- A financial advisory firm located in Atlanta is seeking a motivated individual to join as a Client Associate. This role involves managing account activities, supporting high-net-worth clients, and providing top-notch service. Candidates should have 1-3 years of client...High net worthWork at office
- A leading financial services provider seeks a Financial Advisor for their Advisor Development Program. The role involves working with high-net worth clients, developing comprehensive financial plans, and collaborating with experienced Financial Advisors. Ideal candidates...High net worth
- ...seeking a Private Bank Service Specialist II in Atlanta, Georgia. This role involves managing client interactions and account servicing while partnering with Wealth Advisors. The ideal candidate will have a High School Diploma, 2 years of banking or wealth management experience...High net worthWork at office
- 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. Responsibilities...High net worth
- Description Summary: The Private Bank Wealth Advisor III is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing a high-net-worth client’s Wealth Plan. Duties and Responsibilities: Builds relationships...High net worth
- ...financial institution in Atlanta is seeking a Private Banker. This role involves managing a portfolio of Private and Commercial Banking clients, focusing on generating new business and maintaining existing relationships. Candidates must have strong interpersonal and...Full timeWork at office
- ...Wealth Advisor Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. Responsible for developing and deepening client relationships through needs-based, high-level client service and through delivery of the full suite of Truist...High net worthWork at officeLocal area
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