Senior Financial Planning Leader: Client Growth & Expertise
Cooper Lighting Solutions
Cooper Lighting Solutions is seeking a Premier Financial Planning Leader to deepen client relationships and enhance teammate skills related to mass affluent clients. The role focuses on managing and preparing financial plans, ensuring compliance, and delivering expert advice. Candidates should have extensive financial planning knowledge, significant experience, and strong interpersonal skills. This position offers a comprehensive benefits package including health insurance, paid time off, and a supportive work environment. #J-18808-Ljbffr Cooper Lighting Solutions
Vacancy posted 16 hours ago
Similar jobs that could be interesting for youBased on the Senior Financial Planning Leader: Client Growth & Expertise in Atlanta, GA vacancy
- ...Schwab in Atlanta is seeking a Financial Consultant to provide... ...wealth management and financial planning advice to clients. In this role, you will... ...financial goals, offering expertise in various areas such as retirement... ..., emphasizing continuous growth and community engagement....Senior
- Truist Financial Corporation in Atlanta seeks a seasoned Marketing leader to partner with the Executive Leadership team and drive... ...business. You will develop plans, manage budgets, and... ...objectives while sustaining growth and client #J-18808-Ljbffr Fayette Chamber...Senior
- ...is seeking a seasoned Marketing leader to partner with the Executive team to drive strategic plans for a key line of business. You... ...channels, optimize the client experience, and oversee programs... ...measurable results in a fast‑paced financial services environment. #J-18808...Senior
- Rsm Us Llp. is seeking a Tax Senior Manager in Atlanta to lead corporate tax services. This role requires a Bachelor... ...include mentoring staff, managing complex client engagements, and driving revenue growth. Ideal candidates should possess strong communication...Senior
- A financial planning firm in Atlanta is seeking an experienced Financial Advisor to nurture client relationships and deliver exceptional financial planning services. You will engage directly with clients to understand their financial objectives, prepare financial plans...Senior
- Forge Consulting is seeking a Financial Advisor II based in Atlanta... ...fiduciary-level financial planning and investment services.... ...will manage a full book of clients, develop expertise in the planning process, and... ...provides opportunities for career growth within the company. #J-188...Senior
- Genpact is seeking a Sr. Partner - SCM Advisory to accelerate growth and shape supply chain transformation for global clients. You will craft strategy, develop offerings across the SCOR model, and lead a practice focused on integrating advanced technologies into business...Senior
- Global Payments Inc. is seeking a Senior Product Marketing Manager in Atlanta, Georgia, to... ...effective product positioning and drive growth through strategic market initiatives. The... ...products and effective messaging across diverse client segments. Enjoy a robust benefits package...Senior
- ...visibility and decision support within financial planning & analysis (FP&A). Your role will include... ...reporting solutions and assisting clients in developing effective forecasting and... ...inclusive environment emphasizing personal and professional growth. #J-18808-Ljbffr RiveronSenior
- ...seeking a Manager for their Audit Department. The role involves client service excellence, team management, and ensuring timely... ...A./B.S. in Accounting, an active CPA license, and demonstrated expertise in managing multiple audit clients. Strong interpersonal and project...Senior
- Truist is looking for a Premier Financial Planning Leader based in Atlanta, Georgia. This role involves deepening client relationships and enhancing the skills of teammates to... ...policy. Join Truist to drive client success and organizational growth. #J-18808-Ljbffr TruistSenior
- ...practice. You will provide strategic direction, manage client engagements and drive growth across healthcare, life sciences or technology sectors.... ...resources for high-quality deliverables. The role demands deep expertise in risk, governance, IT and SOX controls, with a track...
- ...a well-established multi-discipline engineering firm to hire a Senior Structural Engineer for its Atlanta, Georgia office. The role blends... ...hands-on technical work with project leadership, mentoring, client relationship management, and business development. The ideal candidate...SeniorWork at officeLocal area
- 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... ...financing needs, structure loans, and maintain client satisfaction. Candidates should have at...Senior
$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 candidate will manage... ...performance bonuses and a chance for leadership growth. #J-18808-Ljbffr JR Management Company IncSenior- Infosys Limited is seeking a Senior Principal in Utilities Business Consulting in Atlanta, Georgia. The role focuses on client relationship management, engagement delivery, and proposal... ..., Dental, and Vision Insurance, a 401(k) plan, and paid holidays. This role does not...Senior
- Thought Logic Consulting is searching for a Client Partner, Director based in Atlanta. This senior leadership role is crucial for expanding a portfolio of key managed accounts while supporting the firm's growth in the market. The successful candidate will cultivate executive...Senior
- Truist Financial Corporation is seeking a senior marketing leader in Atlanta to guide strategy across channels, manage budgets, and drive profitable client relationships. The role requires deep marketing expertise, strong leadership, and the ability to coordinate internal...
- Logility-Inc. is looking for a Client Success Leader in Atlanta, Georgia, to lead a team dedicated to maximizing business value and promoting client retention. This role involves developing growth strategies for accounts, conducting client business reviews, and mentoring...
- The-Forge-Companies is seeking a Financial Advisor II in Atlanta, Georgia, to provide fiduciary-level financial planning and investment services to clients, primarily injured plaintiffs. This... ...clients, enhance financial planning expertise, and collaborate with internal and...Senior
- ...Howard Advisory LLC, based in Atlanta, is looking for a Tax Senior to communicate with clients, perform tax compliance, and foster client relationships.... ...accounting experience. This role provides professional growth within one of the country’s top accounting firms and...Senior
- RapidScale seeks a Principal Client Partner to manage a portfolio of enterprise and upper mid-market clients, driving revenue growth and long‑term success. You will own client relationships, qualify and close opportunities, and coordinate cross‑functional teams to ensure...Senior
- Bank of America is seeking a Private Client Advisor in Atlanta, Georgia, to enhance client relationships, acquire... ...interpersonal skills, an ability to drive new business, and the expertise in private banking or complex financial services. Successful candidates will lead client...Senior
- ..., to develop and maintain a portfolio of client relationships within affluent markets. Responsibilities... ...complex client needs, and achieving growth goals. Applicants must have a Bachelor’s... ...at least eight years of experience in financial services. Benefits include paid vacation,...Senior
- Gallagher is seeking a Senior Client Service Manager in Atlanta, Georgia, to lead client service efforts and deliver innovative insurance solutions. In this role, you will work closely with clients and team members to ensure tailored solutions, mentor colleagues, and drive...Senior
- Cengage Group is seeking a Senior Manager, Demand Marketing in Atlanta, GA. This role leads strategic execution of demand generation initiatives... ..., and various marketing teams to drive engagement and pipeline growth. The ideal candidate has significant experience in demand...Senior
- ...lead the firm's Global Trade practice. This senior leadership position focuses on driving growth, delivery excellence, and market... ...ideal candidate will possess deep technical expertise, provide strategic guidance to clients, and lead high-performing teams while ensuring...Senior
- McGriff is seeking an Employee Health & Benefits Senior Executive Client Relationship Manager based in Atlanta, GA. This role requires senior-level consulting services related to plan strategy, overseeing plan renewals, and providing industry updates to clients. The ideal...Senior
- BOS Staffing is seeking a Senior Audit Associate for a well-established accounting firm in... ...to work directly with partners and clients, ensuring a great work/life balance while... ...benefits including health insurance, retirement plans, and more. #J-18808-Ljbffr BOS StaffingSenior
- A leading consumer-focused brand in Atlanta is seeking a Senior Treasury Manager to shape treasury strategy and optimize liquidity. You... ...forecasting and manage banking relationships while supporting the growth of the finance organization. The ideal candidate has over 7...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Financial Planning Leader: Client Growth & Expertise. Be the first to apply!
Related searches
- team lead data science Atlanta, GA
- clinical team leader Atlanta, GA
- assistant team manager Atlanta, GA
- quality assurance team leader Atlanta, GA
- group product manager Atlanta, GA
- leader Atlanta, GA
- member team lead Atlanta, GA
- application team lead Atlanta, GA
- helpdesk team lead Atlanta, GA
- disability team leader Atlanta, GA