- Morgan Stanley (Alpharetta, GA)
- …focuses on deepening and growing an existing book of Morgan Stanley relationships. As a* Virtual Client Financial Advisor - Alpharetta, GA*,your primary ... 65; SIE; Trade specialist; Wealth Management; wealth planning **Job:** **Wealth Management* **Title:** * Virtual Client Financial Advisor - Alpharetta,… more
- Truist (Atlanta, GA)
- …holistic financial management. Demonstrates how particular investment solutions match client 's individual needs, using a wide range of investment solutions to ... **Please review the following job description:** Provides investment advice in a virtual environment with an assigned book of business. Consults with clients to… more
- Edward Jones (Snellville, 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
- Edward Jones (Alpharetta, GA)
- …something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on ... with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop...combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financial advisors are driven by… more
- Deloitte (Atlanta, GA)
- Deloitte's Engagement Financial Advisor (EFA) team is comprised of professionals specializing in Deloitte engagement economics & financial metrics, account ... financial processes, both to individual projects and to client accounts. Recruiting for this role ends on October...finding and solving problems with original ideas Our Engagement Financial Advisor team, part of Deloitte Services… more
- Truist (Atlanta, GA)
- …service that clients deem outstanding. 2. Establish and periodically update understanding of client financial needs and conditions based upon sound profiling and ... financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for...Retail Lending experience) OR, 3 years' experience in a financial client relationship manager role. 3. Advanced… more
- Truist (Atlanta, GA)
- …device enrollment, and application deployment. 3. Experience with Microsoft Azure Virtual Desktop. 4. Familiarity with the Insurance Business. **Location: This ... / Audio / Speaking Able to access and interpret client information received from the computer and able to...of work. **_This position is part of TIH._** **_Truist Financial Corporation has completed the sale of Truist Insurance… more
- Raymond James Financial, Inc. (Atlanta, GA)
- …office. * With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and ... client -specific reporting as needed for review by the financial advisor . * Creates and maintains records...and for ongoing reporting. * Effective communication across multiple client interactive platforms (in-person, virtual , phone and… more
- Morgan Stanley (Alpharetta, GA)
- …and sales support to both new and existing clients and Financial Advisor teams. *Position Overview*: The * Client Service Associate* is responsible for ... service professional, looking to jumpstart your career in the financial sector? Are you a team player, looking to...and grow within a collaborative organization? The Morgan Stanley Virtual Client Solutions team is seeking a… more
- Publicis Groupe (Atlanta, GA)
- …mindset and align with C level executives as a Strategic Trusted Advisor . + Understand the client 's culture, capabilities, team structure, decision-making ... (PS), a global leader in Digital Business Transformation (DBT), is looking for a Client Partner with a demonstrated track record of results to join our elite Growth… 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...features and products, + As an integral part of client engagement teams, oversee internal Deloitte tax team members… more
- Morgan Stanley (Alpharetta, GA)
- …may include:* * VEA Associate Desk Managers may have a small number of Financial Advisor assignments. Proactively analyze client relationships and make ... will work in a centralized location to provide virtual support to Financial Advisors in areas including digital engagement, client prospecting, and … more
- BlackRock (Atlanta, GA)
- …Embrace technology, data-driven targeted sales leads and the BlackRock selling system to execute virtual client engagements + Uncover client needs and deploy ... The scope of their role includes three core elements: Develop deep client relationships through thorough and comprehensive profiling to understand client … more
- Paychex (Atlanta, GA)
- …Schedules appointments and visiting potential and current referral sources, specifically the financial advisor channel and registered investment advisor ... to key stakeholders and decision makers in accordance with the client 's preference on in person or virtual interaction to increase revenue and market share. +… more
- Black & Veatch (Atlanta, GA)
- …related to area of expertise, where applicable preferred. **Work Environment/Physical Demands** Virtual /Remote Office Environment or Client Site - Travel up to ... function in a lead role, provide subject matter expertise and manage the client engagement while developing and improving Asset Investment Plans and documenting and… more
- Bank of America (Atlanta, GA)
- …VPs of Finance, and Controllers + Creating a modern and seamless client experience via on-site and virtual meetings, industry conferences, roundtables, ... are guided by a common purpose to help make financial lives better through the power of every connection....million to $2 billion. You'll serve as a trusted advisor by offering industry leading expertise around global liquidity… more
- Deloitte (Atlanta, GA)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... and reviewing all related work papers. + Coordinating with client 's tax and finance departments on tax planning and...Tax, JD, and/or LLM + Experience working in a virtual and/or global environment + Passion for leveraging technology… more
- Deloitte (Atlanta, GA)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... related to renewable energy and sustainability, as well as implement client outreach strategies. Responsibilities will include: + Support renewable energy … more
- Deloitte (Atlanta, GA)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... projects related to tax planning opportunities. + Coordinating and communicating with client contacts as required to gather information to complete their tax… more