- Guardian Life (Atlanta, GA)
- …clients an expanded suite of products and solutions to help them achieve financial well-being. The High Net Worth Specialist is an integral part of Park ... this person will be responsible for growing sales of Park Avenue Securities High Net Worth solutions by supporting PAS advisors throughout the Western… more
- AIG (Atlanta, GA)
- …areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we ... Underwriting Specialist , Excess Casualty, Corporate Accounts Join us as...build effective relationships with brokers and to deliver a high standard of customer service as an example for… more
- Bank of America (Atlanta, GA)
- …for servicing existing client assets and assisting with the prospecting of high - net - worth and institutional investors. **Responsibilities:** * Developing a ... AI Regional Specialist Atlanta, Georgia **Job Description:** At Bank of...+ Wealth Planning + Referral Identification **Minimum Education Requirement:** High School Diploma / GED / Secondary School or… more
- Lincoln Financial Group (Atlanta, GA)
- …Clearwater, FL (Florida); Dallas, TX (Texas); Denver, CO (Colorado); Fort Worth , TX (Texas); Gainsville, FL (Florida); Glendale, CA (California); Greenwood Village, ... We are excited to bring on a **Relationship Management Specialist ** for our Local Market Account Management Team. In...in a timely manner ensuring resolution and delivery of high -quality customer service. + You will identify, recommend, and… more
- Truist (Atlanta, GA)
- …client and advisor support to a team of Wealth Advisors managing a portfolio of high net - worth clients. Closely works with assigned advisor(s) to meet the ... needs and objectives of the client and will serve as the primary point of intake for a majority of requests from advisor(s) and clients, playing a key front-office role in interfacing with clients. The teammate will support workload management, and triage and… more
- Truist (Atlanta, GA)
- …States of America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra- high net ... a broad range of wealth products and services to high net worth individuals. Following...and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners… more
- Deloitte (Atlanta, GA)
- …compliance and consulting services. + Sign individual income tax returns for executives and high net worth clients + Collaborate with client engagement ... (GPHR) + Certified Equity Professional (CEP) + Certified Employee Benefits Specialist (CEBS) + Certified Pension Consultant (CPC) + Certified Payroll Professional… more