Professional Financial Advisor
3 weeks ago
We are seeking a skilled Financial Services Specialist to join our team in the Greater Atlanta area. In this role, you will work closely with clients to understand their financial goals and develop customized plans to achieve them.
Job DescriptionThis position is ideal for individuals with a passion for helping people achieve their financial goals. As a Financial Services Specialist, you will provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial success.
About Our CompanyNew York Life Greater Atlanta has a long history of providing financial security and peace of mind to individuals, families, and businesses. We are committed to acting with integrity and humanity in all our interactions.
QualificationsTo be successful in this role, you will need to possess strong math skills, communication skills, and relationship skills to support strong customer service for current and new clients. A valid FINRA Series 7 and 63/66 license is also considered a plus.
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Support a Financial Advisor
2 days ago
Atlanta, Georgia, United States The Piedmont Group - MassMutual Perimeter Full timeParaplanning Opportunity at The Piedmont GroupThe Piedmont Group is seeking a highly organized and detail-oriented individual to fill the role of Paraplanner. In this position, you will work closely with our Financial Advisors to provide exceptional service to our clients.Key Responsibilities:Conduct thorough research and analysis to inform financial...
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Financial Services Advisor
4 days ago
Atlanta, Georgia, United States New York Life Greater Atlanta Full timeJob SummaryThe Financial Professional role at New York Life Greater Atlanta involves creating tailored financial plans for clients using insurance and financial product lines. This position demands excellent communication, math, and analytical skills, along with a commitment to delivering exceptional results.Key Accountabilities:- Assess client financial...
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Controller and Financial Advisor
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Atlanta, Georgia, United States Altesa Biosciences Inc Full timeAbout the RoleThis is an exciting opportunity to join a rapidly growing biopharmaceutical company as a Controller and Financial Advisor. The successful candidate will be responsible for managing our financial operations, including accounting, budgeting, and forecasting. You will also provide strategic advice to our executive team on financial matters.You...
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Strategic Advisor for Advisors
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Atlanta, Georgia, United States Principal Financial Group Full timeJob Title: Strategic Advisor for AdvisorsWe are seeking a highly experienced professional to serve as a strategic advisor for advisors, plan sponsors, and third-party administrators in our Atlanta territory.The ideal candidate will provide expert advice and guidance on plan design, investments, and services.The estimated annual salary for this position is...
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Senior Financial Advisor
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Atlanta, Georgia, United States Acuity Financial Experts Full timeAbout UsAcuity Financial Experts is a cutting-edge, forward-thinking internal finance department that supports the growth and development of small to medium-sized businesses (SMBs). Our team of experienced professionals leverages innovative approaches to provide top-notch financial solutions to clients across the United States.We're seeking a seasoned...
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Insurance and Financial Advisor
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Atlanta, Georgia, United States The Young District - Northwestern Mutual Midtown Full timeJob SummaryThe Young District - Northwestern Mutual Midtown is looking for an experienced Insurance and Financial Advisor to join our team. As a key member of our organization, you will help clients secure their financial futures through comprehensive insurance solutions.Main Responsibilities:Customized Solutions: Develop personalized insurance plans that...
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Member Service Financial Advisor
3 weeks ago
Atlanta, Georgia, United States Pinnacle Credit Union Full timePinnacle Credit Union is looking for a skilled Member Service Financial Advisor to join our team. In this role, you will be responsible for providing expert financial guidance to our members and helping them achieve their financial goals.About the Position:This role requires a strong understanding of financial products and services, as well as excellent...
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Financial Insurance Advisors
3 weeks ago
Atlanta, Georgia, United States Insure Direct Full timeAbout the RoleAs a Financial Insurance Advisor at Insure Direct, you will have the opportunity to work with a leading national insurance broker offering a wide range of life, annuity, and other insurance products.We are seeking career-motivated individuals who are looking for a lucrative sales opportunity. Our agents enjoy an 80% close percentage using our...
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Financial Services Business Partner
2 days ago
Atlanta, Georgia, United States Principal Financial Group Full time**Job Description**We are seeking a highly skilled Financial Services Business Partner to join our team in Atlanta, GA. As a Financial Services Business Partner, you will play a pivotal part in developing and implementing business strategies to drive growth and revenue.Your responsibilities will include collaborating with plan sponsors and advisors on plan...
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Senior Financial Professional
4 days ago
Atlanta, Georgia, United States Staff Financial Group Full timeSenior Financial Analyst Position at Staff Financial GroupThe Senior Financial Analyst will play a crucial role in examining, analyzing, and interpreting complex financial data to provide valuable insights that support informed decision-making. The ideal candidate will have strong analytical skills, ability to work with various financial systems, and...
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Financial Support Professional
4 days ago
Atlanta, Georgia, United States NewEdge Wealth Full timeJob Overview:NewEdge Wealth is seeking a highly skilled Client Service Associate to join our team. As a key member of our support staff, this individual will be responsible for providing top-notch service to our clients, financial advisors, and other stakeholders. The ideal candidate will possess excellent communication skills, be highly organized, and have...
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Financial Analyst Professional
18 hours ago
Atlanta, Georgia, United States Staff Financial Group Full timeJob Description:At Staff Financial Group, we are seeking a highly skilled Senior Financial Analyst to join our team. As a Senior Financial Analyst, you will play a pivotal role in our financial analysis and reporting activities.Key Responsibilities:Prepare detailed cost accounting financial statements with a focus on product line analysis.Assist in the...
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Financial Management Professional
1 day ago
Atlanta, Georgia, United States Staff Financial Group Full timeJob DescriptionWe are seeking an experienced Assistant Controller to join our finance team at Staff Financial Group. The successful candidate will have a strong background in accounting and financial management, with excellent analytical and problem-solving skills.About the PositionManage the accounting function, including accounts payable, accounts...
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Financial Services Specialist
3 weeks ago
Atlanta, Georgia, United States New York Life Greater Atlanta Full timeWe are seeking a highly skilled Professional Financial Advisor to join our team in the Greater Atlanta area. This role will involve creating customized financial plans for each client based on their life stage, professional circumstances, and fluctuating financial needs.Job DescriptionThis position is ideal for individuals with a passion for helping people...
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Financial Services Growth Strategist
3 weeks ago
Atlanta, Georgia, United States Capital Investment Advisors Full timeJob Summary:Capital Investment Advisors seeks a skilled Financial Services Growth Strategist to drive firm growth through investment advisor acquisition. The ideal candidate is intimately familiar with the RIA industry, regulatory requirements, and market trends. Reporting to the Director of Business Development, this role will play a key part in building...
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Financial Services Professional
2 days ago
Atlanta, Georgia, United States Staff Financial Group Full timeJoining Staff Financial Group as a Tax Staff Associate, CPA means being part of a dynamic team that provides expert tax services to individuals and businesses.Requirements2-4 years of public accounting experienceCPA certification or actively pursuingStrong analytical and problem-solving skillsProficiency in tax software and Microsoft OfficeEnjoy working...
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Career in Financial Services
2 days ago
Atlanta, Georgia, United States The Piedmont Group - MassMutual Perimeter Full timeFinancial Planning Role at The Piedmont GroupThe Piedmont Group is seeking a detail-oriented professional to join our team as a Paraplanner. This role will support a Financial Advisor in conducting research, analyzing data, and preparing financial reports.Key Responsibilities:Conduct thorough research to provide informed adviceAnalyze complex data to...
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Financial Professional for Real Estate
2 days ago
Atlanta, Georgia, United States Staff Financial Group Full timeJob OverviewWe are seeking a Senior Accountant to join our team at Staff Financial Group. The ideal candidate would have experience in real estate accounting, specifically multifamily or commercial real estate.The successful candidate will have:At least 5 years of full-cycle accounting experience at a real estate firmBachelor's degree in Accounting from an...
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Financial Services Coordinator
3 days ago
Atlanta, Georgia, United States The Forge Companies Full timeJob Summary">We are seeking an experienced Financial Client Associate to join our team at The Forge Companies. In this role, you will support our Financial Advisors in providing fiduciary-level financial planning and investment services to our clients. This includes assisting with the review of each client's financial situation, gathering and preparing...
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Member Service Advisor
3 weeks ago
Atlanta, Georgia, United States Pinnacle Credit Union Full timeWe are seeking a Member Service Advisor to join our team at Pinnacle Credit Union. As a Member Service Advisor, you will be responsible for providing excellent customer service to our members and assisting them with their financial needs.This is an excellent opportunity to build strong relationships with members, promote financial products and services, and...