- Thrivent Financial (Atlanta, GA)
- …by Thrivent's unique focus on community engagement, the work you'll do on our Virtual Advice team is as innovative as it is fulfilling.Your Success; Our Blueprint ... on our team starts with a community of other virtual advisors learning and succeeding alongside you. It's not...their values and dreams and help them form a financial strategy to achieve their goals. What You Bring… more
- Edward Jones (Marietta, GA)
- …are highly visible members of the client team, working under the leadership of a financial advisor . You thrive in an inclusive team environment, are a continuous ... making an impact to change lives. You and your financial advisor will complement each other to...in the creation of new clients via face-to-face and virtual sourcing strategies. + Continually develop yourself to grow… more
- Edward Jones (Atlanta, GA)
- **Job Overview** If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors ... goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own… more
- Deloitte (Atlanta, GA)
- Deloitte's Engagement Financial Advisor (EFA) team is comprised of professionals specializing in Deloitte engagement economics & financial metrics, account ... finding and solving problems with original ideas Our Engagement Financial Advisor team, part of Deloitte Services...work model that capitalizes on the benefits of both virtual and in-person experiences by identifying those activities that… more
- Edward Jones (Atlanta, GA)
- …something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on ... your practice your way - with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow your own practice,… more
- Truist (Atlanta, GA)
- …relationships around banking, credit, and insurance with Wealth segment clients. Located within a virtual , the Wealth Private Advisor will act as the point of ... determine appropriate strategies to meet client needs by recommending financial solutions for Wealth Private Advisor segment...by recommending financial solutions for Wealth Private Advisor segment clients. b. Help FAs and clients set… more
- Truist (Atlanta, GA)
- …**Please review the following job description:** Provides investment advice in a virtual environment with an assigned book of business. Consults with clients to ... needs and provide opportunities to add value through holistic financial management. Demonstrates how particular investment solutions match client's individual… more
- Elevance Health (Atlanta, GA)
- **Information Security Advisor ** **Location:** This position will work a hybrid model (remote and in office 1 - 2 days per week). Ideal candidates will live within ... IL. Alternate locations may be considered. The **Information Security Advisor ** maintains enterprise information security policies, technical standards, guidelines,… more
- Emory Healthcare/Emory University (Atlanta, GA)
- …+ Assists in coordinating alumni volunteer activities. + May review and edit financial aid forms. + Composes correspondence, and designs and generates reports. + ... nation. + Public engagement requires excellent communication skills for both in-person and virtual presentations, and the ability to create new content. + Serves on… more
- Thrivent Financial (Atlanta, GA)
- …advice leadership, training and human resources, to enhance the performance of the virtual advisor team, supporting their personal success in achieving sales ... within the market in collaboration with local leadership, integrating virtual advice advisor into their local market....a related field, or equivalent experience. + Required: prior financial advisor experience and multiple years leading… more
- Deloitte (Atlanta, GA)
- …If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Minor ... Technology is transforming tax. Deloitte's Financial Services Tax Transformation practice is at the...of funds, and insurance companies + Proven leadership managing virtual teams including out of country offshore teams +… more
- Sage (Atlanta, GA)
- Account Executive - Financial Services, Mid-market Job Description: You've closed complex deals. You've prospected new customers. You've repeatedly met quota. Now ... to midsized business and you will be the trusted advisor partnering with prospects to do so. You'll do...from your leader, you'll learn the Sage landscape, have virtual training on our products and shadow your fellow… more
- Truist (Atlanta, GA)
- …The teammate will support workload management, and triage and delegate client and advisor operational requests to a virtual team. ESSENTIAL DUTIES AND ... virtual team 2. Work closely with a virtual team to ensure client and advisor ...Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent… more
- Broadridge Financial Solutions (Atlanta, GA)
- …in person from time to time. You will be a part of the Broadridge Advisor Solutions team using your business analysis skills to listen to clients and translate ... role, and consultation related to best practices, scalability, and advisor site outputs. This role ensures what we deliver...or by sending an email to ###@broadridge.com . Broadridge Financial Solutions, Inc. (NYSE: BR) , is a global… more
- Elevance Health (Atlanta, GA)
- …Nurse Case Manager I - $3000 Sign-On Bonus Offered** **Location: This is a virtual position, but you must reside in the State of Georgia.** **Work** **schedule: ... plan and modifies as necessary. + Interfaces with Medical Directors and Physician Advisor 's on the development of care management treatment plans. + Assists in… more
- Diversified (Atlanta, GA)
- Sales Development Executive - Workplace Cloud Software Sales Atlanta, GA, USA * Virtual Req #3848 Thursday, November 7, 2024 At Diversified, we don't just follow ... educate to produce results. + Demonstrated experience as Trusted Advisor & Executive Relationship Builder. + Excellent communication &...package, in addition to a full range of medical, financial , and/or other benefits. Other details + Job Family… more
- Deloitte (Atlanta, GA)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... independently and manage multiple, competing priorities + Experience working in a virtual and/or global environment + Passion for leveraging technology and exploring… more
- Deloitte (Atlanta, GA)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... such as Masters of Tax, JD, and/or LLM + Experience working in a virtual and/or global environment + Passion for leveraging technology and exploring new technology… more
- Elevance Health (Atlanta, GA)
- …payroll, benefits, immigration, and compensation teams. + Act as a trusted advisor to HRBPs on organizational and people-related strategies and execution tactics. + ... benefits, 401(k) +match, stock purchase plan, life insurance, wellness programs and financial education resources, to name a few. Elevance Health operates in a… more
- Elevance Health (Atlanta, GA)
- …and outcomes. May provide clinical consultation and serve as clinical/strategic advisor to enhance clinical operations. May identify cost of care opportunities. ... benefits, 401(k) +match, stock purchase plan, life insurance, wellness programs and financial education resources, to name a few. Elevance Health operates in a… more