Partner with Wealth Strategist and Annuity Marketing teams on internal presentations regarding wealth transfer, income protection strategies and product updates. Compliment regional Wealth Strategist and/or Annuity Marketing teams with pursuing marketing efforts.

As a Tax Senior Manager in our Private Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client.

This position will allow a wealth of opportunities for research collaborations within the Department of Pediatrics, with Emory's NCI-designated cancer center (Winship Cancer Institute), as well as with Emory basic science departments, the Rollins School of Public Health, the Centers for Disease Control and Prevention, Morehouse School of Medicine, and Georgia Institute of Technology.

This position offers a wealth of opportunities for research collaborations within the Department of Pediatrics, Winship Cancer Institute, Grady Hospital as well as with Emory basic science departments, the Rollins School of Public Health, the Georgia Institute of Technology, Morehouse School of Medicine and the Centers for Disease Control and Prevention.

Aprio Wealth Management, LLC is a progressive, fast-growing firm looking for a Client Service Associate to join their dynamic team. Collect appropriate documentation to support the new client onboarding and billing process and ongoing delivery of wealth management services.

Rockefeller Capital Management is a leading independent financial advisory firm – providing wealth management, asset management, and strategic advisory services to ultra- and high-net-worth individuals, families, businesses, and institutions.

Cherry Bekaert LLP is a licensed CPA firm that provides attest services, and Cherry Bekaert Advisory LLC and its subsidiary entities provide business advisory and non-attest services spanning the areas of transaction advisory, risk and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management.

Our mission is to help our clients create and preserve wealth by providing the best real estate investment sales, financing, research, and advisory services available. Founded in 1971 , Marcus & Millichap (NYSE: MMI) is a leading commercial real estate brokerage firm focusing exclusively on investment sales, financing, research, and advisory services, with nearly 2,000 investment sales and financing professionals in 80+ offices throughout the United States and Canada.

The broker-dealers that comprise Advisor Group - Osaic Wealth, Osaic Institutions, American Portfolios Securities America and Triad Advisors - foster the spirit of entrepreneurship and independence that our 6,000 plus advisors exemplify.

Company Description: Pathstone is one of the fastest-growing wealth management firms in the country, specializing in providing financial solutions and family office services to ultra-high net worth families, single family offices, and foundations and endowments.

Wealth Management Advisor IILOCATION. Effectively utilizes Life360 Discovery process to profile clients and issues spot client needs that result in AUM, Loans, Deposits, Estate Planning, and Wealth Planning.

TAG professionals specialize largely in providing financial and accounting buy-side and sell-side due diligence, capital markets and accounting advisory, global transaction analytics, ESG advisory and other related M&A services for private equity, hedge funds, sovereign wealth, family office and corporate clients around the world.

Associates within TRM are highly-skilled information security, cybersecurity, site reliability engineering, technology, and risk management professionals who have a wealth of experience and a demonstrated ability to provide value added recommendations and deliver high-impact results in their areas of expertise.

Self-Help started in 1980 with a focus on economic inequality especially in communities that have faced systemic barriers in building wealth. Economic Justice means that all communities have the basic infrastructure they need to thrive, from high-quality schools to grocery stores selling fresh food resources that support opportunity at a neighborhood level regardless of demographics, income, or wealth.

As a Senior Regional Manager you will coach and counsel a team of 10-12 Wealth Advisors and Associate Wealth Advisors in a collaborative environment designed to both grow and support the client base they support.