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The Role In this role, the Finance Director will oversee all accounting and finance functions for the Pipe & Precast division, including core accounting and controller functions, business partnership, forecasting, financial planning and analysis, revenue recognition, product costing, working capital management and associated analysis and reporting.
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CFA), Accredited Asset Management Specialist AAMS® , Certified Trust and Financial Advisor CTFA®, Chartered Life Underwriter CLU®, CRPC® – Chartered Retirement Planning Counselor, or ChFC® – Chartered Financial Consultant.
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As a Senior Wealth Advisor at Augmentjobs, you will play a critical role in managing high-net-worth client portfolios and delivering comprehensive financial planning services. Financial Planning: Provide personalized financial planning services, including retirement planning, estate planning, tax strategies, and investment management.
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Execute the delivery and integration of a broad range of wealth products and services (financial planning, asset management, personal trust and estate planning, insurance and risk management services, retail and mortgage credit, and general retail banking services) through the coordination of Wealth Advisors and partners such as Trust Advisors, Financial Planners, Credit Advisors and other wealth product partners based upon objective and sound financial planning and advisory concepts.
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We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions. Leverage World's incredible platform to bring risk management solutions toindividuals and business owners - At World, you will have access to the resources to help any client solve any challenge including traditional commercial lines insurance, high net worth / private client, employee benefits, human capital and payroll outsourcing, and retirement financial services.
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One of the following active accreditations obtained:Licensed CPA in state of practice/primary office if eligible to sit for the CPAIf not CPA eligible:Licensed AttorneyEnrolled AgentCertifications:Chartered Financial Advisor (CFA) Certified Financial Planner (CFP.
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I’m looking to hire a Financial Advisor to support one of my clients in the financial services industry local to the Atlanta, GA area. About the Company: The firm is a leader in wealth management and financial planning, focusing on financial education and personalized strategies for achieving financial freedom.
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You're a great fit if you've worked within the SaaS space partnering with external customers and have expertise in financial processes like Record-to-Report (R2R) or Order-to-Cash (O2C), are results-driven, resilient, adept at stakeholder management, and you thrive in a fast-paced growth environment.
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Description :This Wealth Management Specialist is responsible for supporting the Financial Advisor (FA) team to further develop and enhance existing client relationships. Key responsibilities include serving as a key point of contact for clients on any non-administrative requests/needs while supporting relationship management activities and developing, implementing, and monitoring the team's client service model.
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6+ years in financial and/or estate planning related work, preferably at a professional financial services company or wealth management firm. Communicates our unique value proposition to prospective clients and works to establish Brighton Jones as their trusted financial advisor.
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Plans, directs, and supervises City employees engaged in the financial management, accounting, reporting, budgeting, computer operations, payroll, grants administration, internal auditing and financial record keeping for the City.
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As a Senior Financial Advisor, you are an entrepreneur under the Farther umbrella building a client-first business with modern tools backing you. As a pioneering member of Farther’s advisor team, this is more than just a run of the mill wealth management opportunity - it’s an opportunity to have a huge impact on the company and to change the entire wealth industry so it works better for clients and advisors.
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Professional certifications such as Certified Turnaround Professional (CTP), Certified Insolvency and Restructuring Advisor (CIRA), Certified Public Accountant (CPA), or Chartered Financial Analyst (CFA) preferred.
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Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees.
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The Senior Wealth Advisor focuses on deepening relationships with an established base of high net worth clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals.
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management financial advisor jobs in Atlanta, GA
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