- Bank of America (Atlanta, GA)
- Corporate Financial Solutions Advisor (CFSA) - Series 7 and 66 REQUIRED (Evergreen) New York, New York;Atlanta, Georgia **Job Description:** **What is my ... role as a Corporate Financial Solutions Advisor ?** Through a contact center environment, Corporate Financial Solutions Advisor (CFSA)… more
- First Horizon Bank (Cumming, GA)
- …**Location** : On site at location listed in job posting. **Summary** As a Financial Advisor , you will be responsible for developing client relationships and ... valuable advice to clients and helping them achieve their financial goals and estate planning needs. Successful Financial...the tools and proven methods that will lead to Advisor and Client success. If you are ready to… more
- Thrivent Financial (Atlanta, GA)
- …to skillfully navigate advice-led conversations, identify client needs, and present tailored financial solutions will be vital to our continued success. By ... people we serve and the communities we foster) + Corporate gift matching up to 2:1 (where you donate,...500 company that offers a full range of expert financial solutions , serving more than 2 million… more
- World Insurance Associates, LLC. (Atlanta, GA)
- …& HR solutions . Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors bring risk management solutions to ... World Insurance Associates ("World") is a unique financial services organization with a global network of...niche. While your focus is selling commercial lines risk solutions , you also are empowered to help clients with… more
- Truist (Atlanta, GA)
- …1. Master's degree or other advanced degree Consulting experience at a corporate level. 2. Knowledge of financial accounting and reporting systems. ... forward-looking guidance and thought leadership around data-driven and/or technology-based solutions that can improve efficiency, effectiveness and decrease risk.… more
- Truist (Atlanta, GA)
- …Master's degree or other advanced degree + Consulting or Audit experience at a corporate level + Knowledge of financial accounting and reporting systems + ... forward-looking guidance and thought leadership around data-driven and/or technology-based solutions that can improve efficiency, effectiveness and decrease risk.… more
- Truist (Atlanta, GA)
- …Qualifications:** Master's degree or other advanced degree Consulting experience at a corporate level Knowledge of financial accounting and reporting systems ... forward-looking guidance and thought leadership around data-driven and/or technology-based solutions that can improve efficiency, effectiveness and decrease risk.… more
- Deloitte (Atlanta, GA)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... Responsibilities Will Include: + Performing a detailed technical review of partnership, corporate , and individual federal tax returns and reviewing all related work… more
- Deloitte (Atlanta, GA)
- …by having the right people on your team to combine tax consulting solutions and innovative technology that align the tax function with business objectives, including ... Business Tax Services group, you will identify effective tax solutions for new and existing clients in various industry...lines of service. + Acting as a trusted business advisor to clients on a variety of issues including… more
- Deloitte (Atlanta, GA)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... Business Tax subject matter experts and industry specialists provide services and solutions relevant to our client's business. Our team will assist with global… more
- Broadridge Financial Solutions (Atlanta, GA)
- …clients 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 ... 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… more
- Mastercard (Atlanta, GA)
- …secure data and networks, partnerships and passion, our innovations and solutions help individuals, financial institutions, governments and businesses realize ... better business results. **Title and Summary** Senior Counsel - Commercial Solutions (Healthcare Product) Overview * Mastercard is seeking an experienced attorney… more
- Intuit (Atlanta, GA)
- Overview Intuit's Global Business Solutions Group (GBSG) Finance team drives business growth and profitability through strategic, financial , and operational ... operating effectiveness, and we're looking for a new Senior Financial Analyst to join the team and partner with...team and partner with organizations across the Global Business Solutions Group. We work in a highly collaborative environment… more
- Truist (Atlanta, GA)
- …managers, credit risk, other capital markets products, and support functions to deliver solutions to all lines of business, including corporate and investment ... of client interactions, including generating ideas and structuring derivative solutions for clients, development and pitching of marketing materials, directing… more
- Manulife (Atlanta, GA)
- …solutions that are aligned with the company key decision makers, the financial advisor and John Hancock. **Responsibilities** + Establish and maintain ... of a wholesaler and relationship manager who are responsible for educating financial advisors on retirement plans, particularly 401(k), and working with them to… more
- Deloitte (Atlanta, GA)
- Become aSummer Associateat Deloitte Consulting! Joinour advisor teamwhere we advise the world's leading companies in navigating change and architecting the future. ... you join our team, you'll get exposure and training to enhance your advisor skillset and prepare you to tackle interdisciplinary business issues that every leader… more
- Suddath (Roswell, GA)
- …position summary:** The Vice President of Sales plays a pivotal role as both an advisor to the internal Client Solutions (Sales Team) and a consultant for ... supporting their professional growth. **Consulting:** + Act as an advisor to Client Solutions Directors ensuring service...Serve as a subject matter expert, guiding the Client Solutions team on corporate guidelines and ensuring… more
- PNC (Atlanta, GA)
- …corporate clients who have significant assets to develop sophisticated, customized financial solutions ranging from investment management and wealth planning ... : PNC Private Bank offers a complete range of solutions and strategies for individuals and families with significant...to servicing clients. The team of advisors includes Banking Advisor , Fiduciary Advisor , Investment Advisor ,… more
- ServiceNow, Inc. (Atlanta, GA)
- …& implementation partners, etc.) to identify and localize ServiceNow Disputes and related solutions to the Financial Services market. S/he will closely align ... with our account teams for several strategic Financial Services clients (existing and potential) to seed and...solutions and strategies. + Serve as a strategic advisor to Product, Development, and Marketing to provide industry… more
- Deloitte (Atlanta, GA)
- …- Oracle FCCS & ARCS Focused Manager Finance & Performance - Unlocking financial performance and enterprise value We work as trusted advisors to CFO's, COO's, ... key executives to advise, implement, and deliver as-a service solutions , improving finance, shared service and real estate operations,...Our Finance & Performance team works as a trusted advisor to CFOs, COOs, CIOs, and key executives. We… more