Investment Strategy Advisor

Job Type Full-time Description The Investment Strategist promotes consistent, unified investment communication across advisor teams by establishing and effectively presenting the firm's investment strategy and offerings to advisors and clients. Based at National Office and supports branch offices around the country. Principal Accountabilities: 1. Contributes...

Growing financial services firm in NE Atlanta is searching for an Alternative Investments Manager to join their team. This position will review and approve alternative investment business submitted by the firm Advisors. Additionally, the role will be responsible for: Maintain and coordinate training of Advisors as needed on alternative investment and...

At Oxygen Financial, our mission is simple. Help our clients breathe easier® about life. Since 2008, we've helped thousands of families across America build a leaner budget, a fatter wallet, and a bigger net worth. It's simple... we do the heavy financial lifting, and our clients get more time to enjoy life! The Service Financial Advisor, Private CFO™...

We help the world run betterOur company culture is focused on helping our employees enable innovation by building breakthroughs together. How? We focus every day on building the foundation for tomorrow and creating a workplace that embraces differences, values flexibility, and is aligned to our purpose-driven and future-focused work. We offer a highly...

The Senior Manager of Event Strategy will be tasked with directing and coordinating all facets of event organization and implementation aimed at enhancing visibility and boosting participation at various home exhibitions, fairs, and other venues that may draw potential clients. This pivotal role demands outstanding organizational capabilities, meticulous...

About Abbott Abbott is a prominent leader in the healthcare sector, dedicated to enhancing the quality of life for individuals at every stage. Our extensive range of transformative technologies encompasses diagnostics, medical devices, nutritionals, and branded generic medications. With a workforce of 114,000 employees, we serve communities in over 160...

Become a Key Player in Our OrganizationAbout Bakkt LLCFounded in 2018, Bakkt LLC is at the forefront of developing technology that enhances connections within commerce.Our goal is to integrate the digital economy by offering a holistic platform for cryptocurrency, digital assets, loyalty programs, and commerce. Our cutting-edge SaaS and API solutions empower...

Senior Claims Management SpecialistWe invite you to join our team as a Senior Claims Management Specialist, where you will play a pivotal role in our esteemed claims department.Embrace Challenges in Claims ManagementOur Claims division is recognized for its adept problem-solving capabilities, providing exceptional technical expertise and showcasing our...

Position OverviewAbout National Christian Foundation:Stewardship, multiplication, impact, connection, legacy.These are the aspirations of the numerous generous contributors that the team at National Christian Foundation, Inc. (NCF) is honored to support. Contributors whose collective ambition is to maximize all that God has entrusted to them.NCF serves as a...

Job Type Full-time Description The Senior Financial Planner is responsible for supporting (Sr.) Financial Advisor or Managing Director by maintaining biblical client relationships and obtaining, analyzing, and coordinating complex financial information to develop customized, integrated financial plans consistent with client needs. May also be responsible to...

Job Type Full-time Description The Financial Planning Associate position includes the opportunity for career progression in financial planning through learning and developing technical financial planning expertise, including the ability to analyze confidential client financial information and integrate the financial planning philosophy and biblical...

Job DescriptionRockstar is seeking a highly skilled Client Services Specialist to join our boutique wealth management group based in Alpharetta. Our firm has been helping clients for almost two decades using our proprietary planning process, and we are now looking to grow our team.Key Responsibilities:Provide high-quality service to clients and ensure client...

Job DescriptionJob DescriptionRockstar is recruiting for a boutique wealth management group based in Alpharetta. The firm has been helping clients for almost two decades using their proprietary planning process. The founders of the firm have been covered extensively in both local & national media & they are now looking to grow their Alpharetta-based team....

OverviewAre you prepared for the next step in your career?We are seeking a Vice President of Taxation and Compliance to join our dynamic team. This full-time position is integral to our Finance leadership group, focusing on the tax function within our rapidly expanding, multi-jurisdictional, private equity-backed software organization.About the RoleIn this...

Job DescriptionJob DescriptionExperienced Financial Professional At New York Life, you’re in control of your career journey. You can grow your practice with the backing of a Fortune 100company that is a leader in the financial services industry.New York Life is the largest mutual life insurance company in theUnited States and holds the highest financial...

Job OverviewAbout Cennox:Cennox stands as a premier provider of integrated solutions across the banking, financial, and retail sectors. Our focus on innovation and customer satisfaction drives our commitment to excellence in service delivery.Position Summary:We are in search of a proactive Legal Counsel with 2-5 years of experience, particularly in contract...

Senior Vice President of Client Success, Coaching SolutionsAbout UsAt Randstad Sourceright, we are not just participants in the evolving landscape of work; we are pioneers. As a part of Randstad Enterprise, we excel in delivering coaching solutions, career development, and outplacement services.Our unique Tech & Touch methodology enhances employer branding,...

Responsibilities Review analyze and evaluate business systems and user needs. Document requirements define scope and objectives and formulate systems to parallel overall business strategies. Become a partner subject-matter expert and trusted advisor to clients advising on best-fit technologies and best practices in the Microsoft Power Platform and SharePoint...

Position Overview:As a key member of the enrollment team, the Enrollment Advisor plays a vital role in delivering comprehensive support services to a varied student demographic.Key Responsibilities:- Collaborate with faculty and administrative staff to facilitate the enrollment process.- Provide guidance and assistance to prospective students regarding...

Job DescriptionMy BTLR is seeking a highly experienced and strategic Financial Leader for placement with a client. This contract/1099 position involves providing financial leadership and expertise on a part-time basis, working closely with the client's executive team to drive financial planning, analysis, and strategy. The role is remote/virtual with...