Lead with Purpose. Partner with Impact. ClariVise Private Wealth is seeking a personable, motivated, and client-focused professional to join the firm as a Service Advisor in Alpharetta, GA.
Responsibilities
Support Lead Advisors in managing and servicing client relationships, including preparation for and participation in client meetings.
Assist with gathering, organizing, and analyzing client financial information to support financial planning recommendations.
Prepare client meeting materials, financial planning analyses, reports, and presentations.
Participate in client meetings, document key discussion points and action items, and coordinate timely follow-up.
Serve as a point of contact for clients regarding ongoing service needs, account questions, financial planning items, and follow-up requests.
Requirements
Bachelor’s degree in Finance, Financial Planning, Economics, Business, or a related field
Senior Wealth Advisor SAFE Act is a seasoned professional role focused on client relationship management, financial planning, and compliance within Citigroup’s Private Client Coverage.
Compensation
$70,000.00 - $200,000.00
Responsibilities
Build relationships with new clients to bring in bank and brokerage assets
Deepen relationships with existing clients in PWM and Retail bank through financial planning and discovery
Respond to referrals and recommend best offerings based on profiling
Make securities recommendations and provide investment advice
Master referral opportunities to grow portfolio
Requirements
Bachelor's/University degree or equivalent experience
Nice to have: basic understanding of investment and financial planning strategies
Focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging a unified in-house team of experts to help clients achieve their financial goals.
Compensation
$170,000—$300,000 USD
Responsibilities
Partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives.
Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills.
Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate financial solutions.
Leverages Mercer’s broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clients.
Ensures adherence to compliance and regulatory policies as well as company standards of client care.
Requirements
Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master’s degree a plus
Senior Financial Planning Specialist responsible for developing and presenting comprehensive financial plans for high-net-worth clients, driving business development, and managing complex wealth management issues.
Compensation
The salary range for this position is $147,000.00-$199,000.00 per year plus an opportunity to earn additional incentive earnings.
Responsibilities
Independently develop and present comprehensive financial plans tailored to high-net-worth individuals and families
Drive business development initiatives by identifying planning opportunities and supporting client acquisition efforts
Address complex wealth management issues including estate planning, tax strategies, retirement planning, and risk management
Collect, organize, and analyze client financial data to support investment strategies and holistic planning recommendations
Create and maintain advanced financial models, forecasts, and scenario analyses to guide strategic decision-making
Requirements
Bachelor's degree in Finance, Economics, or related field
Nice to have: CFP designation
Nice to have: CPA
Nice to have: FINRA licenses: SIE, Series 7, Series 66 (or Series 63 and 65)
As an associate financial advisor at Edward Jones, you’ll work with the broader practice team to deliver personalized financial strategies and exceptional client service.
Responsibilities
Build and deepen client relationships by supporting discovery conversations, gathering key financial information, and helping advance personalized financial plans aligned with client goals and priorities
Support comprehensive financial planning by preparing analysis, modeling scenarios, and helping align investments to client goals, life events, and long‑term priorities
Guide portfolio strategy and implementation by researching performance, allocation, and costs; preparing proposals; and supporting investment adjustments in alignment with suitability and firm guidance
Partner with the financial advisor and practice team to deliver ongoing financial planning, including monitoring progress, preparing reviews, and adjusting strategies as client needs evolve
Contribute to client and practice growth by supporting outreach, referrals, and community engagement that introduces clients to a relationship‑based financial planning experience
Requirements
Bachelor's degree or equivalent professional experience
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