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Financial Consultant

Investment Support Specialist – Wealth Management

Job in Atlanta, Fulton County, Georgia, 30383, USA
Listing for: Consortium for Clinical Research and Innovation Singapore
Full Time position
Listed on 2026-03-02
Job specializations:
  • Finance & Banking
    Financial Consultant
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A financial services firm based in Georgia seeks a professional to support the Executive Wealth Director in managing client investment strategies. The successful candidate will conduct quantitative and qualitative analyses, assist with generating investment proposals, and ensure excellent client service. Responsibilities include preparing trade orders, monitoring portfolios, and resolving settlement issues. Ideal candidates will possess strong sales abilities and experience in investment strategies, all while maintaining regulatory compliance and client satisfaction.
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