Strategic Wealth Manager

Job TitleRegistered Investment Advisory Business Development DirectorAbout the RoleThis is a full-time hybrid role for a Director of Business Development at WCM Global Wealth, LLC in Atlanta, GA. The role involves tasks such as new business development, business planning, lead generation, client service, and account management on a day-to-day...

Role SummaryThis Hybrid Business Development Executive position at WCM Global Wealth, LLC in Atlanta, GA, involves developing and executing business plans to drive revenue growth, building relationships with high net-worth investors, and managing multiple projects. The ideal candidate will have a strong background in wealth management, excellent...

Key Responsibilities:Client Acquisition: Identify and attract new clients to First Citizens Bank's wealth offerings through direct prospecting efforts, client referrals, and strategic partnerships with centers of influence.Relationship Management: Serve as a primary point of contact and advocate for high net worth prospects and clients, maintaining current...

Wealth Consultant OpportunityOverview:The Wealth Consultant plays a pivotal role in identifying, engaging, acquiring, and retaining high net worth clients and prospects through holistic wealth management planning. This individual serves as the primary relationship manager for high net worth clients and families, coordinating advice and activities with other...

Job Description:Overview:The Financial Services Director identifies, engages, and retains high net worth clients and prospects in comprehensive financial planning. Serves as a primary relationship manager for high net worth clients and families, while coordinating advice and activities with other members of the team.Determines and develops revenue-producing...

About the RoleWe are seeking a seasoned Business Development Director to join our team at WCM Global Wealth, LLC in Atlanta, GA.This is a full-time hybrid role with some flexibility for remote work, offering a unique blend of autonomy and collaboration.Key AccountabilitiesDevelop and execute business plans to drive growth and revenueBuild and maintain strong...

Wealth Recruitment, LLC is seeking an accomplished attorney to join them as a Law Partner. The ideal candidate will leverage their expertise and build meaningful collaborations across multiple offices. Key Responsibilities include Client Relationship Management, Strategic Growth, Collaboration, Business Development, and Leadership.

About the PositionThe Young District - Northwestern Mutual Midtown is seeking a skilled Wealth Management Specialist to help us expand our insurance and financial services portfolios. As a Wealth Management Specialist, you will work closely with clients to understand their financial objectives and provide tailored solutions to meet their needs.Key...

Job OverviewWe are seeking a Senior Wealth Transfer Attorney to join our team in the Atlanta, GA area. This is a direct hire position offering competitive benefits and opportunities for growth.The ideal candidate will have 1-3 years of experience in trust and estate law, with expertise in creating complex estate plans, advising on wealth transfers, and...

Firm Overview: Wealth Recruitment, LLC offers competitive salaries and comprehensive benefits, including health coverage and PTO. As a Law Partner, you will have opportunities for professional growth and development, collaboration with senior leadership, and contributing to the firm's success.Key Responsibilities: Client Relationship Management: Foster...

About UsFirst Citizens Bank is a leading financial institution committed to providing exceptional service and expertise to its clients.Job DescriptionWe are seeking an experienced Financial Services Relationship Manager - Private Wealth to join our team. This role will be responsible for developing and maintaining relationships with high net worth...

About Omni Inclusive: A leading provider of innovative financial solutions.">We are seeking a skilled Wealth Management Software Engineer to join our team. The ideal candidate will have 7+ years of software development experience, 7+ years of programming experience in Java environment (Java 8), and 2+ years of AppWay development experience.">The successful...

Job Title: Accomplished Lawyer PositionWealth Recruitment, LLC seeks an accomplished lawyer to fill the position of Partner.About the Firm:Wealth Recruitment, LLC is a top-tier AmLaw 200 firm committed to delivering exceptional legal services. Our firm's collaborative and growth-focused environment provides the ideal platform for experienced lawyers to...

About the OpportunityWe are excited to offer a unique opportunity for a highly skilled and experienced Business Development Director to join our team at WCM Global Wealth, LLC. As a leader in the wealth management industry, we are committed to delivering exceptional results for our clients and providing opportunities for growth and development for our...

Business Development OpportunityJoin WCM Global Wealth, LLC in Atlanta, GA, as a Senior Wealth Management Professional and take advantage of this exciting business development opportunity. With a focus on new business development, business planning, lead generation, client service, and account management, you will play a key role in driving revenue growth...

Job OverviewWe are seeking a seasoned Full Stack Engineer to join our team at CapB InfoteK. As a key member of our development team, you will be responsible for designing, developing, and deploying cutting-edge software solutions that cater to the needs of the wealth management industry.Salary InformationThe salary range for this position is between $120,000...

Job OverviewWCM Global Wealth, LLC is seeking a Director of Client Acquisition to join our team in Atlanta, GA. This full-time hybrid role offers flexibility for remote work and involves tasks such as new business development, business planning, lead generation, client service, and account management.Key Responsibilities:Develop and execute business plans to...

Job SummaryWe are seeking a highly skilled Strategic Planning Manager to join our team at the City of Atlanta. As a key member of our strategy team, you will play a critical role in developing and implementing critical mayoral and city-wide strategic plans and initiatives.Key ResponsibilitiesDevelop and implement strategic plans and recommendations to...

Job OverviewWe are seeking a highly skilled Business Development Director to join our team at WCM Global Wealth, LLC in Atlanta, GA. This is a full-time hybrid role with some flexibility for remote work.The successful candidate will be responsible for new business development, business planning, lead generation, client service, and account management on a...

Job DescriptionWe are seeking a highly skilled Strategic Recruitment Manager to join our team at Artera Services. This role is designed for an individual with strong project management and talent acquisition expertise.About the RoleThe Strategic Recruitment Manager will lead strategic recruitment projects, analyzing current processes to improve efficiency...