- Publicis Groupe (Atlanta, GA)
- …a few. **Overview** Investment Planners play a key role in supporting CJ's Client Investment team. Investment Planners are critical to developing and ... **Do these things interest you? You will:** + Create comprehensive investment plans aligned with client KPIs, budgets, and goals. Collaborating with client … more
- Regions Bank (Atlanta, GA)
- … investment objectives and goals through discussion and identification of client priorities + Implements and communicates investment related changes based ... + Progress towards Chartered Financial Analyst (CFA) designation, Certified Financial Planner (CFP) designation, or Certified Investment Management Analyst… more
- Charles Schwab (Atlanta, GA)
- …us "challenge the status quo" and transform the finance industry together._ As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow ... career in financial consulting, look no further than Schwab's Investment Consultant role. **In addition to the salary range,...a 120 day condition of employment) + Certified Financial Planner (CFP) certification is preferred + Minimum of two… more
- Deloitte (Atlanta, GA)
- …you a leader, passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax compliance.? ... accounting and taxation to provide tax compliance and consulting services to Investment Management clients. You will conduct day-to-day management of accounts by… more
- Deloitte (Atlanta, GA)
- …your prior experience to provide tax compliance and advisory services to investment management clients. You will assist clients with effective analysis, solution ... development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client .… more
- Deloitte (Atlanta, GA)
- …your prior experience to provide tax compliance and advisory services to investment management clients. You will assist clients with effective analysis, solution ... development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client .… more
- Bank of America (Savannah, GA)
- …+ Proven ability to partner and promote lead generation. + Experience balancing investment management, sales activities and new client development. + Achieved ... Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth… more
- Deloitte (Atlanta, GA)
- Mutual funds-Are you passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax ... in accounting and taxation to provide tax compliance and consulting services to Investment Management clients. You will identify complex tax issues and provide tax… more
- Truist (Norcross, GA)
- …Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist ... job entry], serves to establish new managed portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist… more
- Deloitte (Atlanta, GA)
- …understanding of Subchapter K, partnership allocation methodologies, and Real Estate Investment Trust qualification rules? Are you looking for an opportunity to ... to provide compliance and consulting services to Real Estate Investment Trusts, Real Estate Private Equity Funds, and real...Estate industry sector. You will work directly with the client , manage the tax engagement team, have access to… more