Small Business Financial Advisor

2 months ago


Atlanta, Georgia, United States The Bank of America Corporation Full time

Empowering Small Businesses in the East Atlanta Region

We are committed to helping small businesses thrive in the East Atlanta region through our comprehensive financial solutions. Our team of experts provides personalized support to help businesses achieve their goals and overcome challenges.

Key Responsibilities:

  • Develop and implement financial strategies to drive business growth
  • Provide expert advice on financial management and planning
  • Build and maintain strong relationships with clients to understand their unique needs
  • Stay up-to-date with industry trends and regulatory requirements to ensure compliance

What We Offer:

  • A dynamic and supportive work environment
  • Opportunities for professional growth and development
  • A competitive compensation package
  • A chance to make a meaningful impact in the East Atlanta community

About Us:

The Bank of America Corporation is a leading financial institution dedicated to helping individuals and businesses achieve their financial goals. We are guided by a common purpose to help make financial lives better through the power of every connection.



  • Atlanta, Georgia, United States Thrivent Financial Full time

    About the RoleWe are seeking a skilled Virtual Financial Advisor to join our team at Thrivent Financial. As a key member of our Virtual Advice team, you will work closely with clients to understand their financial goals and develop personalized strategies to achieve them.With a strong focus on community engagement, our team is dedicated to helping people...


  • Atlanta, Georgia, United States Business Financial Group Full time

    About Business Financial Group:We provide comprehensive accounting and tax services tailored to small business owners and independent contractors. Our goal is to deliver personalized solutions that help businesses grow and thrive.Job Overview:We are seeking a motivated individual to join our team as a Lead Generation Representative. In this role, you will be...

  • Financial Advisor

    2 weeks ago


    Atlanta, Georgia, United States Equitable Advisors LLC Full time

    Join Equitable Advisors LLC as a Financial Consultant and embark on a rewarding career in wealth management. Our team is driven by a passion to make a positive impact on the futures of individuals and businesses by offering financial services and products that address their evolving financial needs throughout their lifetime. **Our Culture** At Equitable...


  • Atlanta, Georgia, United States Truist Financial Full time

    Job DescriptionThe position of Wealth Advisor III at Truist Financial involves serving as the primary relationship advisor for high net worth and ultra-high net worth wealth clients. This role requires developing and deepening client relationships through needs-based, high-level client service and delivery of the full suite of Truist Wealth solutions.The...


  • Atlanta, Georgia, United States LPL Financial Full time

    Unlock Your Potential as a Financial AdvisorAt LPL Financial, we're committed to helping you succeed in your career as a Financial Advisor. Our partnership with TruStage and Georgia's Own Credit Union offers a unique opportunity to grow your business and help clients achieve their financial goals.Key Benefits:Service an existing book of business upon...


  • Atlanta, Georgia, United States Bank of America Full time

    Job DescriptionMerrill Financial Solutions Advisors work with high-net worth clients to identify their needs, develop relationships, review investment goals, and prepare investment recommendations that align with their goals.Key Responsibilities:Leverage technology to achieve business growth goalsProfile activities to determine a client's investor profile...


  • Atlanta, Georgia, United States Careerbuilder-US Full time

    About the OpportunityAs a Financial Services Consultant, you will play a crucial role in helping clients achieve their financial objectives. Your expertise will be sought after by individuals, families, and businesses seeking guidance on diversified financial strategies, investment methods, and business concepts.Key Responsibilities• Develop and maintain...


  • Atlanta, Georgia, United States New York Life Greater Atlanta Full time

    Financial Professional OpportunityThe Financial Professional position at New York Life Greater Atlanta is a client-based role where you will run your own practice with the support of a Fortune 100 company. As a Financial Professional, you will guide individuals, families, and businesses into the financial future they desire by utilizing our expansive...


  • Atlanta, Georgia, United States Regions Bank Full time

    Job Description:At Regions Bank, we are seeking a highly skilled Small Business Sales Manager to join our Consumer Banking team. This role is responsible for collaborating with branch managers and teams to enhance skills, identify business opportunities, and increase small business acumen.Key Responsibilities:Develop strategies to acquire, expand, and retain...


  • Atlanta, Georgia, United States LPL Financial Holdings, Inc. Full time

    Unlock Your Potential as a Financial AdvisorAt LPL Financial Holdings, Inc., we're committed to helping you achieve your career goals and build a successful business. As a Financial Advisor, you'll have the opportunity to work with a diverse client base and provide personalized financial solutions to help them achieve their goals.Key Responsibilities:Develop...

  • Small Business Banker

    2 weeks ago


    Atlanta, Georgia, United States Bank of America Full time

    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. Our Responsible Growth strategy is designed to drive long-term value for our clients, teammates, communities, and shareholders.We are committed to being a great place to work for our teammates around the world. We...


  • Atlanta, Georgia, United States American Express Full time

    Lead the Way in Small Business AnalyticsAt American Express, we're committed to empowering small businesses to succeed. As the Director of Small Business Analytics and Insights, you'll play a critical role in driving our strategy and execution of SBS card product performance, engagement, and usage analytics. Your expertise in data-driven decision making,...


  • Atlanta, Georgia, United States Paramount leadership development Full time

    Job OpportunityWe believe in more than just building wealth; we're committed to transforming it into meaningful impact. Our company provides comprehensive solutions and mentorship to help individuals achieve their financial goals and leave a lasting legacy.As a Financial Advisor, you will provide personalized financial guidance and advice to clients, helping...


  • Atlanta, Georgia, United States ADP Full time

    Grow Your Career with ADPAre you a motivated and results-driven sales professional looking to take your career to the next level? Do you have a passion for building relationships and driving business growth? If so, we want to hear from you!As a Sales Representative, Small Business Services with ADP, you will be responsible for identifying and pursuing new...


  • Atlanta, Georgia, United States City of Atlanta Full time

    Job Description:City of Atlanta is seeking a highly skilled and motivated Small Business Catalyst for Sustainable Growth to join our team. This is an exciting opportunity to work with a dynamic organization that is committed to fostering a thriving business environment. Our ideal candidate will have a strong background in economic development, a passion for...


  • Atlanta, Georgia, United States Business Financial Group Full time

    About Business Financial GroupWe are a comprehensive accounting and tax services provider for small business owners and independent contractors.Job OverviewWe are seeking a motivated individual to join our team as a Lead Generation Representative. In this role, you will be responsible for generating qualified leads for our business through your network and...


  • Atlanta, Georgia, United States Business Financial Group Full time

    About UsBusiness Financial Group is a leading provider of comprehensive accounting and tax services tailored to small business owners and independent contractors.We pride ourselves on delivering personalized solutions that help businesses grow and thrive.Job OverviewWe are seeking a motivated and results-driven individual to join our team as a Lead...


  • Atlanta, Georgia, United States Member Business Financial Services Full time

    Job DescriptionAre you a results-driven professional with a passion for building relationships and driving business growth? Member Business Financial Services LLC (MBFS) is seeking an experienced commercial lender to join our team in the greater Atlanta area.This is a unique opportunity to work with a dynamic company that partners with 90+ credit unions to...


  • Atlanta, Georgia, United States LPL Financial Holdings, Inc. Full time

    Unlock Your Potential as a Financial AdvisorAbout the RoleWe are seeking a skilled Financial Advisor to join our team at Delta Community Credit Union in Atlanta, GA. As a Financial Advisor associated with LPL Financial, you will be part of a dynamic team that supports the local community with a complete menu of financial services.As a Financial Advisor, you...


  • Atlanta, Georgia, United States Starr Insurance Companies Full time

    Starr Insurance Companies is a leading insurance and investment organization, providing commercial property and casualty insurance to businesses worldwide.As a Commercial Underwriting Manager for Small Businesses, you will play a key role in driving the underwriting strategy and growth within your designated region.You will lead a team of underwriters...