• Senior Lead Wealth Planning

    Wells Fargo (Atlanta, GA)
    …Wealth & Investment Management. **In this role, you will:** + Provide customized wealth planning advice to clients and prospects, based on deep client discovery ... **About this role:** The Senior Lead Wealth Planning Strategist plays...+ Coach and educate Advisors to independently implement wealth planning advice to other clients + Prioritize… more
    Wells Fargo (11/04/25)
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  • Integrated Financial Planning and Analysis…

    Emory Healthcare/Emory University (Atlanta, GA)
    …Associate Vice President of Financial Planning and Analysis, the Integrated Financial Planning Analyst II monitors and reports on the consolidated budget for ... the Integrated Financial Planning & Analysis Department and members of the senior management team. + Assists in the development of off-cycle funding tracking and… more
    Emory Healthcare/Emory University (10/21/25)
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