Wealth Manager

The Wealth Manager works directly with clients to develop and implement strategies to address their financial, investment, insurance, tax and estate planning needs. They are responsible for business development and client retention. The Wealth Manager is the point person for all client relationships and must have the ability to present the services offered...

Financial Planning and Financial Reporting skills Strong Analytical Skills Excellent knowledge of Finance and Accounting principles Ability to communicate complex financial concepts in a clear and concise manner Strong attention to detail and accuracy Bachelor's degree in Finance, Accounting, or related field Professional certification such as CFP will be...

Alvarez & Marsals Financial Services Industry group partners with financial services firms and private investors to drive results, create value and unlock business opportunities at every stage of their growth strategies. Through deals, disruption, a Director, Management, Wealth, Leadership, Industry, Client Relations, Business Services

Overview: The Wealth Consultant identifies, engages, acquires, and retains high net worth clients and prospects in holistic wealth management planning. Serves as a primary relationship manager for high net worth clients and families, while coordinating advice and activities with other members of the Wealth team. Determines and develops revenue-producing...

OverviewThe Wealth Consultant identifies, engages, acquires, and retains high net worth clients and prospects in holistic wealth management planning. Serves as a primary relationship manager for high net worth clients and families, while coordinating advice and activities with other members of the Wealth team. Determines and develops revenue-producing...

Advantage xPO is currently looking for a bright, energetic and friendly Administrative Assistant to support a busy and highly successful Private Wealth Management office within one of the most prestigious global financial services firms. The ideal candidate should possess at least two years of administrative support experience from a corporate...

Advantage xPO is currently looking for a bright, energetic and friendly Administrative Assistant to support a busy and highly successful Private Wealth Management office within one of the most prestigious global financial services firms. The ideal candidate should possess at least two years of administrative support experience from a corporate...

Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...

KCR Wealth Management (www.kcrwealth.com ) is an independent fee-only advisory firm in Reston, VA seeking an Associate Financial Planner to join our growing financial planning and wealth management practice. KCR provides customized investment management and integrated financial planning services to clients throughout the DC metropolitan area. As a fee-only...

KCR Wealth Management (www.kcrwealth.com ) is an independent fee-only advisory firm in Reston, VA seeking an Associate Financial Planner to join our growing financial planning and wealth management practice. KCR provides customized investment management and integrated financial planning services to clients throughout the DC metropolitan area. As a fee-only...

Job DescriptionJob DescriptionAre you a seasoned financial sales professional with experience selling into RIA’s, Family Offices and Wealth Managers? Are you a proven fundraiser who thrives in a dynamic, growth-oriented and entrepreneurial environment with uncapped earning potential? If so, we have an exciting opportunity for you!Our Client:Rapidly growing...

We are a distinguished retirement and financial planning firm based in Atlanta. As a registered investment adviser, we manage approximately $380 million for high net-worth individuals, families, and institutions. Our unwavering commitment to client success drives our growth, and we’re assembling a remarkable team to build something exceptional—for our...

We are a distinguished retirement and financial planning firm based in Atlanta. As a registered investment adviser, we manage approximately $380 million for high net-worth individuals, families, and institutions. Our unwavering commitment to client success drives our growth, and we’re assembling a remarkable team to build something exceptional—for our...

About the job Remote Program Manager Remote Program Manager needs 5 years project and program management experience Remote Program Manager requires: 5 years Business process development and management experience. 1 years experience and or knowledge of the following: SQL, PMP, AMP, CBAP Analytical, critical thinking and problem-solving skills Leadership...

My client is in search of a seasoned leader adept at steering engineering teams toward excellence. Bringing a wealth of experience in crafting technical solutions, scoping projects, and providing oversight, you'll propel achievements across both our internal data center and Partner IT landscape. Collaborating closely with the Service Operations Manager,...

My client is in search of a seasoned leader adept at steering engineering teams toward excellence. Bringing a wealth of experience in crafting technical solutions, scoping projects, and providing oversight, you'll propel achievements across both our internal data center and Partner IT landscape. Collaborating closely with the Service Operations Manager,...

Accounting + Advisory Services Manager Do you want a career without limits? Do you want to shape your future and be surrounded by people who listen?If so, we have the perfect opportunity for you at Smith + Howard. Smith + Howard is a family of companies that offers tax, audit, accounting, advisory, and wealth management services.We are headquartered in...

Overview As a Premier Client Banker II, you will be responsible for identifying new sales opportunities through telephone outreach. You will engage in heavy outbound phone calling and some email outreach, primarily to mass affluent clients across the Bank's footprint; and will also do outreach to Bank associates regarding their banking needs. In this role,...

Job Description Job Description Finance and Insurance (F&I) Manager – Automotive Dealership - Atlanta, GA area This is an incredible opportunity for an experienced professional who is excited by automotive F&I and passionate about customer service. We are currently seeking an F&I manager to join our amazing team. We need a leader with a strong focus on...

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our teammates...