- Deloitte (Atlanta, GA)
- …career with Deloitte's growing Private Wealth practice! What you'll do As a Tax Senior Manager in our Private Wealth Tax practice, you will perform ... pursuits. The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the...attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred +… more
- Truist (Atlanta, GA)
- …is an in-office position located at 3333 Peachtree Rd, Atlanta, GA. Provides client and advisor support to a team of Wealth , Legal Specialty or Medical Specialty ... portfolio of high net-worth clients. Closely works with assigned advisor (s) to meet the needs and objectives of the...at-risk relationships at risk and notifies the appropriate relationship manager 4. May serve as the local point of… more
- Truist (Atlanta, GA)
- …This position is part of the Investment Consulting Group (ICG) and reports to the Wealth Advisory Senior Product Manager . The ICG team is comprised of ... (United States of America) **Please review the following job description:** The Wealth Advisory Consultant is responsible for supporting Truist Wealth Financial… more
- Cherry Bekaert (Atlanta, GA)
- …yours, we'd like to hear from you. Lets grow your career as an **Audit Senior Manager ** supporting our Atlanta, GA, practice. **What your day looks like:** + ... serve as a technical consultant, both internally and externally + Be a trusted advisor to a client and begins to identify opportunities for expanded services +… more
- PNC (Atlanta, GA)
- …Asset Management businesses. We are seeking a highly motivated and experienced wealth management Marketing professional to join our team and drive marketing strategy ... business impact and growing strategic business segments in the wealth and asset management space, we want to hear...the existing client base. This role interfaces directly with senior leadership across the Bank to align on strategic… more