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 ...

The Wealth Strategist prepares estate and wealth planning analyses including financial models to address complex objectives for high net worth clients. · Develop estate and wealth transfer strategies · Analyze estate planning documents · ...

The Director, Wealth Strategist (DWS) is a member of the wealth strategy team and will work independently with Cresset clients and advisors as well as supporting senior wealth strategists.The DWS will also serve as an internal resource for advisors and collaborate on substantive ...

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. · ...

Cresset es una firma construida por clientes para clientes. Como oficina multi-familia independiente y empresa privada de inversiones, estamos reimaginando la forma como se experimenta la riqueza. · Nuestro propósito es asegurarse de que tanto la riqueza como los aspectos persona ...

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 ...

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. · ...

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. · ...

The Associate, Wealth Strategist (AWS) is a junior member of the wealth strategy team and will support senior wealth strategists in serving family office, non-family office and Cresset Catalyst clients. · Reviewing and summarizing existing documents · Providing observations for a ...

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

The Private Client Tax Managing Director serves as a trusted advisor and member of various client service teams. · Providing tax compliance and tax advisory services to individuals, partnerships, trusts, estates, and private foundations · ...

The Wealth Advisor represents Bernstein Private Wealth Management within the communities where they work and reside. · Bernstein PWM is widely recognized for its distinctive platform offering advice that truly makes a difference. Our Wealth Advisors build substantial practices ar ...

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 summary · The Associate Director, Wealth Strategy (ADWS) is a junior member of the wealth strategy team and will support senior wealth strategists in serving family office, non-family office and Cresset Catalyst clients. · + Responsibilities:Reviewing and summarizing existi ...

We are seeking talented design professionals to advocate for users and collaborate with cross-functional teams while achieving business goals.Motivated Digital Strategists as Senior Consultants seeking long-term growth and career-enhancing opportunities will find both as part of ...

The Common Market is a nonprofit social enterprise working to build a more resilient and equitable food system. · The organization seeks a dynamic, entrepreneurial Executive Director to lead the Southeast Chapter — overseeing operations, sales, and community partnerships while re ...

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 ...

We are looking for talented individuals to support and amplify the growth of this dynamic Industrials team in North America. · Become part of a unique entrepreneurial team. Think independently, use your initiative, and take some risks. Entrepreneurship is a powerful force that dr ...

We seek an individual who excels in a fast-paced setting, provides clarity and assurance in tackling intricate problems, · and has a strong enthusiasm for developing businesses. · The ideal candidate makes things happen, prioritizes results, · and is passionate about delivering i ...