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Wealth Consultant -Atlanta

First Citizens BancShares Inc.
Atlanta, GA
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Overview The Wealth Consultant identifies, engages, acquires, and retains ...
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Summary
About the job:
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 opportunities in multiple product lines to achieve growth and profitability goals through a diversified financial planning based approach. Serves as a Brand Ambassador by representing and promoting the Wealth line of business within the Bank...
Location:
Atlanta, GA
Job Type:
Full-Time
Permanent
Occupation:
Personal Financial Advisors
Career Level / Education:
Bachelor's degree
Salary:
Six Figure Jobs (more than $100K)
Certifications / Licenses:
FINRA Series 7
Certified in Long Term Care
State insurance license
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
4
apply
Detailed Job Information

Wealth Management Advisor - Atlanta, GA (5009)

Equitable
Atlanta, GA
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Wealth Management Advisor - Atlanta, GA (5009) ( 2300003A ) Primary Location ...
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Summary
About the job:
: UNITED STATES-GA-Atlanta Organization : Equitable Advisors Description Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives. We have 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...
Location:
Atlanta, GA
Job Type:
Full-Time
Permanent
Occupation:
Personal Financial Advisors
Career Level / Education:
Bachelor's degree
Salary:
Six Figure Jobs (more than $100K)
Certifications / Licenses:
Certified Financial Planner
Chartered Financial Consultant
Financial Industry Regulatory Authority
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
4
apply
Detailed Job Information

Financial Advisor

FIRST HORIZON NATIONAL CORPORATION
Atlanta, GA
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Job Details Description Location: On site at location listed in job posting. ...
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Summary
About the job:
Summary If you are good at managing money and often get asked to help others do so, a Financial Advisor position may be a good fit for you. Taking on the role of a Financial Advisor provides a range of opportunities not widely available in many career fields. You’ll be working with our First Horizon Advisors group, offering valuable advice to clients and helping them meet financial goals ranging from college planning to fund a comfortable retirement to leaving a legacy for the next generation. Successful financial...
Location:
Atlanta, GA
Job Type:
Full-Time
Permanent
Occupation:
Personal Financial Advisors
Career Level / Education:
Bachelor's degree
Salary:
High Income Jobs ($80K-$99K)
Certifications / Licenses:
N/A
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
4
apply
Detailed Job Information

Retirement Planner - Atlanta, GA

Fidelity Investments
Atlanta, GA
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Job Description: Put your expertise in retirement planning to work every day ...
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Summary
About the job:
The Expertise We’re Looking For - Series 7 & Series 63 licenses required - 2+ years of experience in a customer service or sales role preferred - Knowledge of tax exempt retirement products and services highly desirable - Previous phone center experience preferred - Demonstrated ability to deliver exceptional customer results The Purpose of Your Role Retirement Planners play a critical role in driving customer loyalty so our Tax Exempt retirement plan participants choose to become Fidelity customers for life. They...
Location:
Atlanta, GA
Job Type:
Full-Time
Permanent
Occupation:
Personal Financial Advisors
Career Level / Education:
Bachelor's degree
Salary:
Upper Middle Income Jobs ($50K-$79K)
Certifications / Licenses:
FINRA Series 7
FINRA / NASD Series 63
Financial Industry Regulatory Authority
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
4
apply
Detailed Job Information

Investment Consultant - Atlanta, GA (Buckhead)

Charles Schwab Corp.
Atlanta, GA
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Our branch network is part of the broader Investor Services organization and ...
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Summary
About the job:
is primarily responsible for providing advice and counsel to individuals and families with their financial needs, including retirement planning, educational planning, investment management, estate planning, active investing, managed banking, and lending needs. To learn more about our client offerings visit: Charles Schwab - Investor Services . We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include: - Bachelor’s degree or equivalent work-related...
Location:
Atlanta, GA
Job Type:
Full-Time
Permanent
Occupation:
Personal Financial Advisors
Career Level / Education:
Bachelor's degree
Salary:
Upper Middle Income Jobs ($50K-$79K)
Certifications / Licenses:
Life And Health Insurance License
FINRA Series 7
Nationwide Mortgage Licensing System
FINRA Series 66
State insurance license
Certified Financial Planner
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
4
apply
Detailed Job Information

Sr. Portfolio Advisor

Northern Trust Corporation
Atlanta, GA
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About Northern Trust: Northern Trust, a Fortune 500 company, is a globally ...
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Summary
About the job:
recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service. Major Duties...
Location:
Atlanta, GA
Job Type:
Full-Time
Permanent
Occupation:
Personal Financial Advisors
Career Level / Education:
Bachelor's degree
Salary:
Six Figure Jobs (more than $100K)
Certifications / Licenses:
N/A
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
4
apply
Detailed Job Information

Private Wealth Client Associate

Bank of America Corporation
Atlanta, GA
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Job Description: At Bank of America, we are guided by a common purpose to ...
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Summary
About the job:
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 around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering...
Location:
Atlanta, GA
Job Type:
Full-Time
Permanent
Occupation:
Personal Financial Advisors
Career Level / Education:
Bachelor's degree
Salary:
High Income Jobs ($80K-$99K)
Certifications / Licenses:
N/A
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
4
apply
Detailed Job Information

Financial Professional - Atlanta, GA (4037)

Equitable Advisors
Atlanta, GA
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Job Description - Entry Level – Financial Advisor - Atlanta, GA (4037) ...
Details
Summary
About the job:
(210000V3) Entry Level – Financial Advisor - Atlanta, GA (4037) ( 210000V3 ) Primary Location Primary Location : UNITED STATES-GA-Atlanta Organization Schedule Schedule : Full-time Description Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives. We have a passion to make a positive impact on the futures of individuals and businesses...
Location:
Atlanta, GA
Job Type:
Full-Time
Permanent
Occupation:
Personal Financial Advisors
Career Level / Education:
Bachelor's degree
Salary:
Six Figure Jobs (more than $100K)
Certifications / Licenses:
Chartered Financial Consultant
Financial Industry Regulatory Authority
Certified Financial Planner
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
4
apply
Detailed Job Information

Advisor for Advancement Initiatives

Spelman College
Atlanta, GA
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Position Information Position Title Advisor for Advancement Initiatives ...
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Summary
About the job:
Position Summary In partnership with the Senior Vice President for Institutional Advancement, the Advisor for Advancement Initiatives will be responsible for leading the division’s efforts to cultivate a high-performing team. This position will serve as a senior leader of the Office of Institutional Advancement. Essential Duties and Responsibilities - Support the Senior Vice President for Institutional Advancement in building and fostering an equitable and collaborative team culture focused on transparent communication,...
Location:
Atlanta, GA
Job Type:
Part-Time
Full-Time
Permanent
Occupation:
Personal Financial Advisors
Career Level / Education:
Bachelor's degree
Salary:
Six Figure Jobs (more than $100K)
Certifications / Licenses:
N/A
Workkeys
Applied Math
5
Graphic Literacy
5
Workplace Documents
5
apply
Detailed Job Information

COMMUNITY DEVELOPMENT ASSOCIATE

Grameen America
Atlanta, GA
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Grameen America vision insurance, flexible benefit account, paid time off, ...
Details
Summary
About the job:
401(k) United States, Georgia, Atlanta April 12, 2024 Location: Atlanta, GA Salary: $20.05 per hour About Grameen America, Inc. Grameen America Inc. (GAI) is the fastest growing microfinance nonprofit organization in the United States, dedicated to helping low-income entrepreneurial women build businesses to achieve financial independence and mobility. Founded in 2008 by Nobel Peace Prize recipient Mohammad Yunus, Grameen America uses a proven group-lending model based on trust and shared accountability to support...
Location:
Atlanta, GA
Job Type:
Full-Time
Permanent
Occupation:
Personal Financial Advisors
Career Level / Education:
High school diploma or equivalent
Salary:
Middle Income Jobs ($30K-$49K)
Certifications / Licenses:
Driver's License
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
5
apply
Detailed Job Information
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