- Thrivent Financial (Atlanta, GA)
- …insurance and securities licenses necessary for this position . Role Description As a Virtual Financial Advisor at Thrivent, you'll : + Guide Christians ... professional or looking for a career change, you could be a successful Virtual Financial Advisor if you're : + Self-disciplined, independent and driven to… more
- Humana (Atlanta, GA)
- …a part of our caring community and help us put health first** The Virtual Health Network Advisor will be accountable for leading the contracting strategy ... must have strong analytical and critical thinking skills. The Virtual Health Network Advisor position requires an... care provider partners and solutions for operational and financial feasibility. + Drives contracting strategy with new and… 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
- 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
- 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)
- **Technology Compliance Auditor Advisor ** **Location:** This position will work a hybrid model (remote and office). The Ideal candidate will live within 50 miles of ... of our Elevance Health PulsePoint locations. The **Technology Compliance Auditor Advisor ** will ensure stability and compliance with audit and regulatory… more
- Charles Schwab (Atlanta, GA)
- …ongoing advice built on Schwab's approach to investing. As an Associate Wealth Advisor , you will be responsible for supporting 2-4 Wealth Advisors by servicing, ... deepening, and retaining their virtual client relationships. You will have the opportunity to...client service and wealth management expertise by providing customized financial planning, foundational portfolio needs, and complex client service… more
- Elevance Health (Atlanta, GA)
- **Epic Professional Billing Analyst (Systems Analyst Senior Advisor )** **Location:** This position will work a hybrid model (remote and in office 1 - 2 days per ... FL, or Houston, TX. The **Epic Professional Billing Analyst (Systems Analyst Senior Advisor )** is responsible for defining and managing the scope of Business Systems… more
- Elevance Health (Atlanta, GA)
- **IT Business System Analyst Advisor ** **Location:** This position will work a hybrid model (remote and office). The Ideal candidate will live within 50 miles of one ... of our Elevance Health PulsePoint locations. The **IT Business System Analyst Advisor ** will be for use in CoRE only (Non-IT). Collaborates with business and IT… 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 - SMB, Financial Services Job Description: You've closed complex deals. You've prospected new customers. You've repeatedly met quota. Now what? You ... 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)
- …in-office position located in Charlotte, Orlanda or Atlanta* Provides in-office client and advisor support to a team of Wealth Advisors managing a portfolio of high ... net-worth clients. Closely works with assigned advisor (s) to meet the needs and objectives of the...coaching 4. Able to learn independently using training guides, virtual and in-person training sessions, and peer-to-peer training. 5.… 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. ... will make an impact:** + Provide clinical consultation and serve as clinical/strategic advisor to enhance clinical operations as related to oncology care. + Identify… more
- Black & Veatch (Atlanta, GA)
- …with Client Account Managers (CAMs) + Support strategic engagements as a senior advisor to assure the highest quality outcomes and enablement, including becoming the ... relationships with Clients and Ecosystem Alliance Partners + Operate as the trusted advisor and thought partner to Client Account Managers (CAMs) to help determine… more
- Wolters Kluwer (Atlanta, GA)
- …: This is a USA - Remote role that reports directly to the Director, Financial Services Sales and works under the leadership of the Vice President, Financial ... of BU - FCC | CS | Wolters Kluwer Financial Services, Inc. **Required Job Qualifications (minimum): ** +...contacts daily. + Communicate effectively in both face-to-face and virtual selling environments with senior executive stakeholders + Sales… 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
- 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
- Confluent (Atlanta, GA)
- …for a Customer Success Technical Architect (CSTA) to act as a trusted technical advisor and advocate to work with our customers. The primary objective of this role ... delivery, time, project and priority management skillsExperience in project financial fundamentals + Love for work in a fast...(eg Java, Python, Go, etc.) + Experience with Java Virtual Machine (JVM) tuning and troubleshooting + Experience with… more
- Elevance Health (Atlanta, GA)
- …The **Customer Care Representative I** is responsible for acting as a trusted advisor and educator on inquiries such as coverage for medications and prior ... 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
- Emerson (Atlanta, GA)
- …leads a cross functional team to establish NI as a trusted advisor and partner to our customers success. **Responsibilities:** **Customer Relationship Management:** ... competitive benefit plans to meet you and your family's physical, mental, financial , and social needs. We provide a market leading 401(k) and profit-sharing… more