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Job Openings

Wealth Manager (Galleria)

OVERVIEW:
The ideal candidate will be responsible for identifying and cultivating new client relationships, promoting our wealth management services, and contributing to the growth and success of the firm.

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Client Service Representative (Birmingham, AL)

OVERVIEW:
A Wealth Management firm is seeking a Client Service Representative (CSR) to work in its Birmingham office. The CSR will be an integral member of a client facing team, which will also include an Investment Counselor (IC) and a Portfolio Manager (PM).

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Senior CFP (Alpharetta)

OVERVIEW:
This Registered Investment Advisory firm is a fiduciary fee-only firm with a comprehensive approach that covers the full spectrum of wealth management, including investing, financial planning, and tax mitigation. We are looking for a Wealth Planner to help bring our mission to life.

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Portfolio Analyst (Norcross)

OVERVIEW:
The firm is a fast-growing liquid alternative manager looking to add a rising star to its team. The analyst is responsible for managing research efforts and operational implementation. The role involves working closely with third-party service providers to maintain a high degree of operational efficiency.

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Assistant General Counsel (Chicago, IL)

OVERVIEW:
As an Assistant General Counsel, you will work closely with the General Counsel and provide critical support in all legal matters pertaining to the firm. You will be responsible for assisting in legal research, drafting and reviewing contracts, managing litigation, and ensuring compliance with applicable laws and regulations.

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Portfolio Manager (Birmingham, AL)

OVERVIEW:
The firm, founded in 1979, was built on the belief that high-net-worth families deserved to have their money managed by a firm with a fiduciary duty to act in their best interests. Today the firm managers over $2 billion from offices in Mobile and Birmingham by putting clients first.

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Controller

OVERVIEW:
This Real Estate Development Company is one of the nation’s top developers of investment-quality industrial real estate, having developed more than 50 million square feet with a current value of over $2 billon. Privately held, the company develops business parks, distribution facilities, single-story offices, and build-to-suit projects in key markets across the southeastern United States.

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Financial Planner (Marietta)

OVERVIEW:
A growing Registered Investment Advisor seeks a financial planner to help with clients’ planning needs. The firm looks to strengthen its ability to serve its existing clients as well as prospective clients as its client base continues to expand.

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Operations Specialist (Marietta)

OVERVIEW:
A growing Registered Investment Advisor seeks a dynamic individual to serve as an Operations Specialist. High integrity, attention to detail, excellent communication and enthusiasm for teamwork is key.

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Business Development (Battery Area)

OVERVIEW:
The firm is a family-owned investment advisory firm in Marietta that has provided sound investment advice and personal service to clients in an enjoyable and friendly atmosphere for over 40 years. The Business Development Associate plays an important role in the firm and works directly with the CEO.

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