Director, Wealth Strategist - Peachtree Rd Suite Atlanta, Georgia, United States

The Wealth Strategist prepares estate and wealth planning analyses to address complex objectives for high-net-worth clients. This role acts as subject-matter resource for internal teams providing specialized expertise planning tools and guidance to enhance client-focused wealth p ...

Director, Wealth Strategist · Cresset is a firm built by clients, for clients. As an independent, award-winning multi-family office and private investment firm, we are reimagining the way wealth is experienced. · Our purpose is to help ensure that both wealth and life are fully o ...

About Cresset · Cresset is a firm built by clients, for clients. As an independent, award-winning multi-family office and private investment firm, we are reimagining the way wealth is experienced. Our purpose is to help ensure that both wealth and life are fully optimized—integra ...

Position Overview · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our emp ...

Description · About Cresset · Cresset is a firm built by clients, for clients. As an independent, award-winning multi-family office and private investment firm, we are reimagining the way wealth is experienced. Our purpose is to help ensure that both wealth and life are fully opt ...

Cresset is a firm built by clients, for clients. · The AWS will support senior wealth strategists in serving family office and non-family-office clients. The AWS will also serve as an internal resource for advisors. · Juris Doctor degree and three or more years of trust and estat ...

UHNW Wealth Strategist opportunity in Atlanta with established wealth management firm serving ultra-high-net-worth families mm+). · Provide sophisticated technical guidance on multi-generational planning and complex estate strategies for UHNW clientele · Conduct deep-dive analysi ...

Description · At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our te ...

What You'll Do:  · The Wealth Advisor represents Bernstein Private Wealth Management within the communities where they work and reside. Bernstein PWM is widely recognized for its distinctive, distinguished platform--offering advice that truly makes a difference. Our Wealth Adviso ...

· Description · HB Wealth ("HB") is a national, independent, fee-only wealth management firm headquartered in Atlanta, GA, with additional offices in Palm Beach Gardens and Tampa, FL; Alpharetta, Augusta, and Sandy Springs, GA; Towson and Columbia, MD; Charlotte, NC; Columbia an ...

Job Type · Full-time · Description · HB Wealth ("HB") is a national, independent, fee-only wealth management firm headquartered in Atlanta, GA, with additional offices in Palm Beach Gardens and Tampa, FL; Alpharetta, Augusta, and Sandy Springs, GA; Towson and Columbia, MD; Charlo ...

The Private Client Tax Managing Director serves as a trusted advisor and member of various client service teams and must possess significant knowledge of taxation compliance and consulting related to personal, partnership, trust, estate, gift,and wealth retention strategies. · ...

Job Description · At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, ou ...

Description · About Cresset · Cresset is a firm built by clients, for clients. As an independent, award-winning multi-family office and private investment firm, we are reimagining the way wealth is experienced. Our purpose is to help ensure that both wealth and life are fully opt ...

About This Role · BlackRock is one of the world's preeminent asset management firms and a premier provider of global investment management, risk management and advisory services to institutional, intermediary and individual investors around the world. BlackRock offers a range of ...

The AVP/Team Leader is a strategic leader responsible for managing and contributing to the growth of a portfolio of high-value Commercial Lines Property & Casualty clients. · You will lead a team of client service members who drive business outcomes through proactive market engag ...

The Procurement Sourcing Category Strategist provides day-to-day management of larger, more complex sourcing initiatives within a cross functional team. · Utilizes strategic sourcing approach to determine and prepare request for proposals (RFP)/competitive bid requirements, solic ...

+Infosys Consulting, the management and technology consulting unit of Infosys Ltd, is seeking seeks talented design professionals to advocate for users and collaborate with cross-functional teams while achieving business goals. · ...

Our client, a growing firm in the financial services industry, is seeking an Advisor Technology Specialist to join their collaborative and family-oriented team. This organization is passionate about making a meaningful impact and fostering a supportive, close-knit culture. · This ...

+ As a Senior Consultant, you will work on strategic programs dealing with complex, industry-specific requirements, while further deepening knowledge in your respective area of specialization. · 5+ years of experience in digital strategy and experience design and 5+ years workin ...