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Job Openings
Purchasing / Procurement Manager (Atlanta)
OVERVIEW:
This individual will work closely with project management, estimating, operations and field teams to understand project requirements, develop purchasing strategies, coordinate material availability and deliveries, and maintain strong relationships with suppliers and vendors.
Inventory Controls / Materials Coordinator (Atlanta)
OVERVIEW:
Working closely with purchasing, project management, estimating, operations and field teams, this individual will coordinate material requirements, monitor inventory, track orders and deliveries, and help ensure materials are available when and where they are needed.
Analyst, Wealth Planning & Investments (Alpharetta area / Hybrid schedule)
OVERVIEW:
The Analyst, Wealth Planning & Investments, plays a hands-on, cross-functional role supporting the firm’s advisors and trading team. This position blends financial planning support, portfolio trading and implementation, and trading operations, and is well-suited to someone who enjoys variety and seeks exposure to nearly every part of the wealth management process.
Wealth Manager (Alpharetta)
OVERVIEW:
We are looking for an experienced Wealth Manager to deliver a high level of personalized, attentive service to our clients and serve as a primary resource for all financial needs. You have a passion for making a positive impact on clients’ lives. You are a proactive learner who produces results amid varying work demands.
Trust & Estate Specialist (Galleria Area)
OVERVIEW:
The Trust & Estate Specialist is a subject matter expert who plays a key consultative role at the firm. This position supports our Wealth Managers (WMs) by providing deep expertise in three critical areas: analyzing complex client estate plans, elevating our team’s internal knowledge, and assisting with new business acquisition.
Senior Financial Advisor (Oklahoma City)
OVERVIEW:
This is a full-time, high-priority opportunity supporting the transition and future growth of high net-worth client relationships within the Oklahoma City office. Bringing a book of business is not required, although advisors are welcome to bring one if they choose.
Tax Professional (Atlanta, GA or Covington, LA)
OVERVIEW:
This role is ideal for a technically strong, detail-oriented professional who is comfortable working independently and taking ownership of deadlines, documentation, and client follow-through. The successful candidate will be an active listener who asks thoughtful questions, communicates clearly, and takes pride in providing accurate, responsive, and professional client service.
Family Office Advisor (Sandy Springs)
OVERVIEW:
This individual will help oversee all aspects of the client relationship, anticipate needs, coordinate complex planning initiatives, and ensure an exceptional and seamless client experience.
Chief Executive Officer (CEO) (Atlanta Area)
OVERVIEW:
The CEO will have overall responsibility for the company’s performance, strategic direction and day-to-day leadership. Working closely with ownership and the executive leadership team, the CEO will translate the company’s vision into a clear business strategy
Vice President of Sales & Business Development (Atlanta Area)
OVERVIEW:
This individual will bring structure and accountability to the sales process. Working closely with leaders across approximately 10 operating groups, the VP will identify target clients, strengthen market coverage and ensure opportunities are pursued through all relevant channels.
Client Service Associate (Sandy Springs Area)
OVERVIEW:
We are seeking a highly organized, proactive, and client-focused Client Service Associate (CSA) to serve as the client service guru of our advisory team. This role is ideal for someone who loves details, thrives on follow-through, and takes pride in creating a seamless experience for both clients and advisors.
Client Service Associate (Battery Area)
OVERVIEW:
In this Client Service Associate role, you will provide essential administrative and operational support to our Wealth Managers and their clients. Your responsibilities will include handling client inquiries, processing account transactions, maintaining accurate records, and ensuring compliance with regulatory requirements.
Senior Financial Advisor (Sandy Springs Area)
OVERVIEW:
Seeking an experienced Senior Financial Advisor who has demonstrated success building and expanding a book of business through disciplined business development and trusted client relationships. In this role, you will serve as the primary relationship owner, leading planning-first conversations with high-net-worth clients and engaging them around their financial vision, values, and goals.