At Capital Investment Advisors (CIA), we strive to help the families we serve reach their goals by focusing on our specialty: Income Investing. We are a fee-only financial advisory and portfolio management firm headquartered in Atlanta with offices throughout the U.S. Our advisors in Georgia, Florida, Colorado, Texas, and Arizona provide clients with a full range of financial advice. Since 1996, CIA has been providing financial strategy and management tailored to the client's individual circumstances and objectives.
Our tight-knit team has a mix of financial advisors, investment professionals, customer service managers and associates, operations specialists, and business operations personnel working together to help create the best possible experience for our clients. Our Leadership Team is dedicated to employee growth both professionally and personally, and to making every CIA experience memorable.
Operations Assistant
We are looking for an Operations Assistant to join our growing team in Atlanta, Georgia. The ideal candidate is a go-getter who is task-oriented, loves learning new things, and is a self-motivated team player.
The Operations Assistant is responsible for an array of operational duties that support the broader Client Service Team. A successful Operations Assistant may not have Financial Services experience but is passionate about learning the industry and building a long-term career with a values-driven organization.
This role is based in our Atlanta office and is eligible for a hybrid work schedule after completion of a successful introductory period.
Core Functions:
Answer and route incoming client calls to the appropriate Client Service Associate/Manager or Investment Advisor
Monitor inbound client account requests
Support quarterly reporting
Participate in Operations Team projects, when needed
Qualifications & Skills:
Bachelor's degree, preferred
0-1 years of corporate work experience in customer service, operations, or administration or relevant university coursework and/or internship experience
Client-first attitude
Handles confidential and highly sensitive information with ultimate discretion
Proven ability to work collaboratively with others
Self-starter with the ability to execute tasks with little oversight
Excellent ability to manage competing priorities
Excellent communication and time management skills
Proficiency in Word, Excel, PowerPoint, and Outlook
Committed to a culture of compliance
Exhibits the Capital Investment Advisors' five Core Values in everything they do
Capital Investment Advisors would like to thank all applicants, however, only those who qualify for an interview will be contacted. Capital Investment Advisors is committed to a policy of equal employment opportunity and will not discriminate against any applicant or employee based on race, color, religion, national origin, sex, age, disability, veteran or military status, genetic information, or any other legally recognized protected basis under federal, state, or local law.
$25k-33k yearly est. Auto-Apply 19d ago
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Tax Manager
Capital Investment Advisors 3.0
Capital Investment Advisors job in Atlanta, GA
At Capital Investment Advisors (CIA), we strive to help the families we serve reach their goals by focusing on our specialty: Income Investing. We are a fee-only financial advisory and portfolio management firm headquartered in Atlanta with offices throughout the U.S. Our advisors in Georgia, Florida, Colorado, Texas, and Arizona provide clients with a full range of financial advice. Since 1996, CIA has been providing financial strategy and management tailored to the client's individual circumstances and objectives.
Our tight-knit team has a mix of financial advisors, investment professionals, tax professionals, customer service managers and associates, operations specialists, and business operations personnel working together to help create the best possible experience for the families we serve. Our Leadership Team is dedicated to employee growth both professionally and personally, and to making every CIA experience memorable.
Tax Manager
Our Tax Team is seeking an experienced Tax Manager to prepare complex business and individual tax returns and lead staff in ensuring that high quality tax services are provided to CIA clients. A successful Tax Manager at CAT is accountable for all department functions and contributes to the organization's growth with a client-first mentality.
This is a full-time salaried position at our office in Sandy Springs.
Core Responsibilities:
Prepare and/or review complex individual tax returns and business and individual tax planning
Prepare personalized client communication and build strong relationships with clients
Manage and monitor client engagements and due dates
Ensure personalized client satisfaction through open communication, managing and meeting deadlines, and proactively sharing tax strategies
Research and prepare work papers for each client file and situation
Conduct tax research and prepare memorandum to educate employees and clients
Respond to IRS and state agency audits, inquiries, and tax notices
Prepare internal memoranda, written correspondence/guidance and other documents for submission to the IRS or Treasury Department
Review and manage staff deliverables including tax returns, extensions, and tax projections for our practice
Work closely with partners to schedule, manage and delegate projects with staff and provide ongoing accounting and tax assistance
Assist with employee training for new hires and ongoing CPE
Keep abreast of current developments in the tax area by attending professional development and continuing education sessions on a regular basis
Skills & Qualifications:
Bachelor's Degree in Accounting
Master's Degree in Tax, preferred
CPA or Enrolled Agent License
8+ years of experience preparing all types of tax returns with a public CPA firm or private company and at least 2 years reviewing business and individual tax returns and planning engagements
Able to read, analyze, and interpret general business periodicals, professional journals, technical procedures, and governmental regulations
Able to write reports and correspondence to clients and government agencies
Able to effectively present information and respond to questions from groups of managers, clients, customers, and the general public
Able to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists
Knowledge of Microsoft Office Suite
Experience using Tax Software, preferably CCH
Experience in Salesforce preferred
Holds professional and personal ethics in the highest regards, maintaining complete confidentiality of client and Firm information
Client-first attitude
Committed to a culture of compliance
Exhibits the Capital Investment Advisors' five Core Values in everything they do
Capital Investment Advisors would like to thank all applicants, however only those who qualify for an interview will be contacted. Capital Investment Advisors is committed to a policy of equal employment opportunity and will not discriminate against any applicant or employee based on race, color, religion, national origin, sex, age, disability, veteran or military status, genetic information, or any other legally recognized protected basis under federal, state, or local law.
$75k-101k yearly est. Auto-Apply 60d+ ago
Assistant Store Manager
Community Choice Financial Family of Brands 4.4
Bainbridge, GA job
Your Opportunity:
Assistant Store Manager Titlemax Bainbridge, GA
As an Assistant Store Manager (ASM), you'll support our customers through real financial needs while gaining hands-on experience running a store. You'll develop your leadership skills in real-time by driving account management, customer outreach, and risk management. It's performance-driven, people-first, and packed with growth potential. If you're ready to build your confidence, learn the business, and move up quickly with a Company that invests in your future, you just found your next step.
What We Offer:
Compensation
The hourly wage for the position is $15.00 per hour. The hourly rate is just one of many elements that make up our Total Compensation package.
Benefits & Perks*
Paid on-the-job training and a comprehensive new hire program.
Access to a robust learning management system, full of e-learning modules to help boost your professional and personal development.
Cross brand training that enables you to move into opportunities at any one of our eleven brands across the country.
Enrollment in a key holder program designed to establish and enhance leadership potential for promotion.
Performance-based career advancement.
Educational reimbursement program.
Multiple coverage choices for medical insurance, all include telemedicine and medical spending account options (HSA/FSA).
Traditional 401(k) and Roth 401(k) Retirement plan with a generous Company match program.
Company-Sponsored Life and AD&D Insurance.
Basic and Enhanced Voluntary benefits so you may choose the right coverage at the right price for you and your family. Plans include dental, vision, short-term and long-term disability plans, supplemental life and AD&D insurance, accident, critical illness, hospital indemnity, ID theft protection, legal services program, and pet insurance.
Free access to mental health resources, life coaching, and more for you and your family members through our Employee Assistance Program.
Free access to exclusive discounts from nationwide and local retailers through our Discount Marketplace.
Paid time off that grows with you, starting with 12 days in your first year.
*Based on current benefit offering, which is subject to change with or without notice. Certain benefits are subject to the terms and conditions of the governing plan documents which should be consulted for additional details and eligibility requirements.
What We're Looking For - Qualifications and Skills:
A high school diploma or equivalent.
Minimum one year's experience in customer service, sales, or retail.
At least 3 months of supervisory, key holder, or relevant leadership experience
Excellent verbal and written communication skills.
Proficiency in using phones, POS system, Microsoft Office, and other computer systems.
Must be at least 18 years of age (19 in Alabama).
Valid driver's license, auto insurance, and personal vehicle to use throughout the workday (mileage compensated).
Background check required. All background checks are conducted, and their results are considered, in accordance with applicable law.
The ability to meet the physical demands of this position, which frequently includes remaining in a stationary position, including standing up to 90% of the time; moving and transporting up to 25 pounds; moving inside and outside of the store; and operating mechanical controls, such as a keyboard.
Nice to Haves - Preferred Qualifications and Skills
Management experience in retail, convenience store, grocery, finance, service, or related industries.
Experience in check cashing, document verification, money order processing.
Bilingual (English/Spanish) is a plus and may be required for certain locations.
What You'll Do - Essential Duties and Responsibilities:
Maximize customer success by offering financial services that fit their needs.
Assess risk of financial transactions, evaluate, and accurately process loan/pawn applications, check cashing transactions and ancillary products.
Complete daily call campaigns to market services, build new business, and nurture customer relationships to further brand recognition and loyalty.
Oversee account management and recovery processes, including collection calls, while maintaining a focus on customer service to prevent loss and charge off accounts.
Maintain customer information in the point of sale (POS) system with accuracy and integrity.
Provide support, coaching, and development to Customer Service Representatives, when applicable, to ensure adherence to quality standards and safety procedures.
Perform duties outside of the office, when applicable, including on site vehicle appraisals, store errands, and external marketing.
Work to meet Company-set performance standards by leveraging business-to-business partnership opportunities, obtaining referrals, and participating in and hosting in-store and community events.
Maintain office security protocols and conduct proper opening and closing procedures, including management of vault and cash drawer.
Help ensure a work environment that upholds compliance with Company policies and procedures, as well as local, state, and federal laws and regulations. Help conduct store audits, create reports, and compile financial data to further ensure compliance.
Monitor and maintain internal and external store appearance and cleanliness, addressing basic facility needs and scheduling maintenance services.
Work efficiently in a rapidly changing and fast-paced environment and handle multiple challenging tasks with ease to meet individual and team performance standards.
Conduct additional tasks as directed by leadership.
Maintain a full-time work schedule with regular, in-person attendance, including weekends. A full-time work schedule for this position includes, at a minimum, 40 hours per week.**
**Store hours, schedules, and/or the minimum number of hours required for this position may be subject to change by brand and at the sole discretion of the Company. Speak with your recruiter about the most up-to-date requirements.
Workplace Awards & Recognition:
We are honored to be recognized as a Military Friendly Employer and Military Friendly Spouse Employer for four consecutive years and have received designation as a Top Employer for Hispanic and Latinos by HLPA in 2023, 2024, and 2025. Additionally, we have been named one of America's Greatest Workplace in Financial Services 2025 by Newsweek.
Our Purpose:
The Community Choice Financial Family of Brands ("CCF" or the “Company”), is one of the largest consumer specialty finance organizations in the U.S. We provide our customers, Team Members, and communities the Power of Choice with over 10 brands represented in more than 1,500 brick-and-mortar stores serving 24 states and online product offerings in 20 states. Community Choice Financial Family of Brands is steadfast in our commitment to help people across the country get access to the short-term financial services they need when they need it the most.
Think you'll thrive here? Learn more at *************************************************
The information contained herein is not intended to be an all-inclusive list of the duties and responsibilities of the job, nor is it intended to be an all-inclusive list of the skills and abilities required to do the job. The Company may, at its discretion, revise the job description at any time, and additional functions and requirements may be assigned by supervisors as deemed appropriate. Requirements, skills, and abilities included have been determined to illustrate the minimal standards required to successfully perform the position.
Community Choice Financial Family of Brands, including its subsidiaries and affiliates, (the “Company”) uses artificial intelligence (“AI”) tools to assist in its recruitment and hiring process.
Read the AI Use Consent and Acknowledgement for more information.
Important: The Community Choice Financial Family of Brands will never ask you for banking or other payment information at any point during the interview or hiring process, nor will we conduct an interview via text message. Any official email correspondence will come from the *****************. In-store positions are in person only.
The Community Choice Financial Family of Brands is committed to providing an inclusive workplace free of discrimination based on race, color, religion, sex, age, national origin, military status, disability, pregnancy, sexual orientation, gender identity or expression, genetic information or any other characteristic protected by applicable law. Candidates of all backgrounds are encouraged to apply. CCFI Companies, LLC is an equal-opportunity employer.
$15 hourly Auto-Apply 23h ago
Career Day in Gainesville, GA!
Community Choice Financial Family of Brands 4.4
Gainesville, GA job
Your Opportunity:
Join us for Career Day in Gainesville, GA! Thursday, January 8th
9:00AM-6:00PM
TitleMax
537 Shallowford RoadSWGainesville, Georgia 30504**************
Join a company that fuels your drive with real opportunities for professional and financial growth.
Community Choice Financial Family of Brands (“CCF”) is currently looking for ambitious achievers and experienced leaders to join our team and help people in your community access the financial solutions they need-right when they need it most.
Explore your potential with a company that values what you bring to the table.
We invite you to meet 1-on-1 with a hiring manager and learn more about career opportunities as a member of our Store Operations team, the front line of our business that strives to provide the best customer service and overall experience in the industry. Visit ************************************** to apply.
What We Offer:
Benefits & Perks*
Paid on-the-job training and a comprehensive new hire program.
Access to a robust learning management system, full of e-learning modules to help boost your professional and personal development.
Cross brand training that enables you to move into opportunities at any one of our eleven brands across the country.
Enrollment in a Key Holder Program designed to establish and enhance leadership potential for promotion.
Performance-based career advancement.
Educational Reimbursement Program.
Multiple coverage choices for medical insurance, all include telemedicine and medical spending account options (HSA/FSA).
Traditional 401(k) and Roth 401(k) Retirement plan with a generous Company match program.
Company-Sponsored Life and AD&D Insurance.
Basic and Enhanced Voluntary benefits so you may choose the right coverage at the right price for you and your family. Plans include dental, vision, short-term and long-term disability plans, supplemental life and AD&D insurance, accident, critical illness, hospital indemnity, ID theft protection, legal services program, and pet insurance.
Free access to mental health resources, life coaching, and more for you and your family members through our Employee Assistance Program.
Free access to exclusive discounts from nationwide and local retailers through our Discount Marketplace.
Paid time off that grows with you, starting with 12 days in your first year.
*Based on current benefit offering, which is subject to change with or without notice. Certain benefits are subject to the terms and conditions of the governing plan documents which should be consulted for additional details and eligibility requirements.
What We're Looking For - Qualifications and Skills:
A high school diploma or equivalent.
Excellent verbal and written communication skills, plus professional demeanor with customers and colleagues.
Meticulous attention to detail and ability to accurately enter data.
Proficiency in using phones, POS system, Microsoft Office, and other computer systems.
Must be at least 18 years of age (19 in Alabama).
Valid driver's license, auto insurance, and personal vehicle to use throughout the workday (mileage compensated).
Background check required. All background checks are conducted, and their results are considered, in accordance with applicable law.
The ability to meet the physical demands of this position, which frequently includes remaining in a stationary position, including standing up to 90% of the time; moving and transporting up to 25 pounds; moving inside and outside of the store; and operating mechanical controls, such as a keyboard.
Nice to Haves - Preferred Qualifications and Skills
Experience in check cashing, document verification, and/or money order processing.
Prior cash handling, cash drawer/vault management experience.
Bilingual (English/Spanish) is a plus and may be required for certain locations.
What You'll Do - Essential Duties and Responsibilities:
Customer Service - Greet and connect with customers to cultivate lasting relationships that drive repeat business and brand loyalty. Help them gain access to our suite of financial solutions while setting an unmatched experience.
Accurately Process Financial Transactions - Review, validate, and process customer transactions, like check cashing, money transfers, and loans/pawns, with accuracy and integrity.
Maximize Customer Success - Educate customers about their transaction and offer personalized financial services that fit their lifestyle. Assist in customer account management, collections, and accepting customer payments.
Thrive in the Community - Participate in in-store and community events and external marketing.
Maintain Your Store - Help maintain appearance and cleanliness of your location to enhance the customer experience.
Keep It Safe and Compliant - Participate in ongoing training, uphold Company policies and procedures, and keep up with office security protocols, including management of a cash drawer, to foster a safe work environment.
*See specific job listings for more details on essential functions by position.
Workplace Awards & Recognition:
We are honored to be recognized as a Military Friendly Employer and Military Friendly Spouse Employer for four consecutive years and have received designation as a Top Employer for Hispanic and Latinos by HLPA in 2023, 2024, and 2025. Additionally, we have been named one of America's Greatest Workplace in Financial Services 2025 by Newsweek.
Our Purpose:
The Community Choice Financial Family of Brands ("CCF" or the “Company”), is one of the largest consumer specialty finance organizations in the U.S. We provide our customers, Team Members, and communities the Power of Choice with over 10 brands represented in more than 1,500 brick-and-mortar stores serving 24 states and online product offerings in 20 states. Community Choice Financial Family of Brands is steadfast in our commitment to help people across the country get access to the short-term financial services they need when they need it the most.
Think you'll thrive here? Learn more at *************************************************
The information contained herein is not intended to be an all-inclusive list of the duties and responsibilities of the job, nor is it intended to be an all-inclusive list of the skills and abilities required to do the job. The Company may, at its discretion, revise the job description at any time, and additional functions and requirements may be assigned by supervisors as deemed appropriate. Requirements, skills, and abilities included have been determined to illustrate the minimal standards required to successfully perform the position.
Community Choice Financial Family of Brands, including its subsidiaries and affiliates, (the “Company”) uses artificial intelligence (“AI”) tools to assist in its recruitment and hiring process.
Read the AI Use Consent and Acknowledgement for more information.
Important: The Community Choice Financial Family of Brands will never ask you for banking or other payment information at any point during the interview or hiring process, nor will we conduct an interview via text message. Any official email correspondence will come from the *****************. In-store positions are in person only.
The Community Choice Financial Family of Brands is committed to providing an inclusive workplace free of discrimination based on race, color, religion, sex, age, national origin, military status, disability, pregnancy, sexual orientation, gender identity or expression, genetic information or any other characteristic protected by applicable law. Candidates of all backgrounds are encouraged to apply. CCFI Companies, LLC is an equal-opportunity employer.
$32k-45k yearly est. Auto-Apply 23h ago
CHB Specialist
ASF 3.8
Savannah, GA job
Job Description: CHB Specialist
We are the Human Standard in Global Logistics. Founded in 1999, with a singular idea: to bring integrity and honor to the freightforwarding market. Today, we are a leader in global logistics and got here because we have stayed true to our core values. We have offices in Mobile, AL, Savannah, GA and Charleston, SC. Visit our website for more information. *****************************
Location: Candidates will be considered in Savannah, GA, Charleston, SC or Mobile, AL
Work Schedule: Onsite Monday-Friday
By joining the ASF Team you will receive…
Company-paid benefits available:
Dental insurance
Short-term and long-term disability
50,000 Group Term Life insurance policy
(7) Paid holidays and (15) days PTO per calendar year
401(k) Retirement plan with employer matching. Employees are 100% vested at enrollment.
Additional Benefits available for purchase:
Blue Cross Blue Shield plan for employee and dependents, vision insurance, critical illness, accident, and additional voluntary term life insurance.
Responsibilities / Essential Functions:
Arrange customs clearance in all USA ports for all inbound goods for various importcustomers. The ideal candidate will be able to handle logistics flow from origin to final delivery to ensure maximum efficiency. This position requires working knowledge of customs regulations and compliance documentation. To succeed in this role, you should have organizational skills, attention to detail, and effective communication abilities. A customer- focused approach is an essential job function.
Duties:
Classify goods using the Harmonized Tariff Schedule (HTS) or Harmonized System (HS) codes to determine applicable duties, taxes, and eligibility for trade agreements.
Prepare, review, and submit customs documentation, including invoices, packing lists, bills of lading, certificates of origin, and import/export declarations.
Calculate and process payments for duties, taxes, fees, and other charges owed to customs authorities.
Ensure compliance with international trade regulations, including free trade agreements (e.g., USMCA), anti-dumping duties, sanctions, and partner government agency (PGA) requirements.
Coordinate with customs brokers, freight forwarders, carriers, suppliers, and government officials to clear shipments and resolve issues like inspections or discrepancies.
Monitor shipments for timely clearance, audit entries for accuracy, and handle post-entry amendments or protests for refunds.
Stay updated on changes in customs laws, tariffs, and regulations; conduct compliance audits and risk assessments.
Advise internal teams or clients on trade compliance best practices, valuation methods, and special programs (e.g., duty drawback).
Maintain records for audits and communicate with stakeholders to prevent delays or fines.
Education and Experience:
Bachelor's degree in business administration or related field preferred
Ocean import/export experience preferred
Minimum of 2 years of experience in import/export operations, customs brokerage, or trade compliance required
$39k-72k yearly est. 4d ago
Investment Consultant- Alpharetta, GA
Charles Schwab 4.8
Alpharetta, GA job
Regular
Your opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What you have
We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include:
Bachelor's degree or equivalent work-related experience
A valid and active Series 7 license required
A valid and active Series 66 (63/65) license required (may be obtained within a 120 day condition of employment)
A valid and active Life and Health Insurance license is required (may be obtained within a 120 day condition of employment)
Certified Financial Planner (CFP) certification is preferred
Minimum of two years of experience in the financial services industry (required)
Financial business development experience (highly preferred)
Knowledge of brokerage/banking products and services
Strong client relationship building experience
Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
$75k-137k yearly est. 1d ago
Citi Private Bank - UHNW Private Banker - Director / MD
Citigroup Inc. 4.6
Atlanta, GA job
Private Bankers at Citi develop and deepen client relationships in order to thoroughly understand the client situation and utilize that knowledge to develop tailored wealth management strategies. Private Bankers are able to add value to clients by building and drawing upon a network of internal resources, often global, to achieve desired results. Successful Bankers are able to develop and adapt a disciplined sales process to convert a pipeline of prospects into target market clients. In addition, they are able to deliver quality Private Bank client relationships (solutions and services) in an intensely competitive fragmented market, taking fullest advantage of the Citi franchise while protecting the Bank and client/firm by complying with relevant policies, procedures, and country legal/regulatory requirements.
Job Requirements New Client and Business Development
Grow client net revenue annually in core product areas: investment management, capital markets, and banking & lending
Create sales and marketing strategies designed to generate revenue growth and to acquire new target clients within different sectors
Prospecting - generate leads and develop prospects, network to identify referrals to new clients/prospects
Profile, qualify, and convert prospects into CPB clients.
Identify and execute on new business opportunities with existing clients
Orchestrate appropriate specialist resources to develop tailored, long-term solutions for clients/prospects
Present and communicate to clients/prospects complex financial concepts and investment strategies in a way that is easily understood
Relationship Management
Serve as the client's advocate and trusted advisor (primary contact) for strategic advice on financial matters
Create, organize, and implement a wealth management strategy designed to deepen relationships with existing clients
Manage client expectations regarding what can and cannot be executed on their behalf
Ensure financial strategies are kept current and appropriately aligned with client objectives
Understand and communicate the risk involved with financial and investment strategies
Ensure all client inquiries and problems are handled effectively and resolved
Help team members to acquire experience and establish credibility with clients
Compliance Oversight and Controls
Comply with all regulatory policies and control procedures regarding client transactions and suitability
Oversee and ensure compliance with the following processes: Investment Objective Setting (IOS), Client Risk Profile (CRF), Periodic Client Reviews
Oversee and ensure clients are on‑boarded appropriately including all required documentation is complete and accurate
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgement regarding personal behaviour, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Skills and Knowledge
Client facing experience, preferably in the financial services industry. Strong knowledge of investments, banking and credit products
Strong knowledge of financial industry and current market conditions
Strong verbal and written communication skills. Excellent interpersonal skills, problem solving, team work and analytical skills
Ability to establish relationships and partner effectively with various groups including sales, service, operations, compliance, and marketing
Ability to understand, utilise and learn computer and web based applications
Qualifications and Education
15+ years of experience
Licensing: Series 7 & 66 (or 63 & 65) & 31
Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and transactions / Demonstrated track record in relationship selling
Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities.
Job Family Group
Private Client Coverage
Job Family
Private Banker
Time Type
Full time
Primary Location
Atlanta Georgia United States
Primary Location Full Time Salary Range
$200,000.00 - $500,000.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
Most Relevant Skills
Please see the requirements listed above.
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
Anticipated Posting Close Date
Jul 15, 2025
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.
#J-18808-Ljbffr
$121k-196k yearly est. 5d ago
Director of Preconstruction
Allegiance Group 4.4
Athens, GA job
Senior Preconstruction Manager / Senior Estimator ($190k-$215k)
Commercial, Education & Healthcare Construction
Athens, GA
A well-established and growing general contractor in Northeast Georgia is seeking a Senior Preconstruction Manager / Senior Estimator to lead them in Commercial, Education & Healthcare Projects ranging up to $30M+ in value.
What You'll Do
Lead preconstruction and estimating efforts from early concept through GMP
Develop and manage budgets for projects ranging from $1M-$30M+
Drive CM-at-Risk and GMP-based delivery
Collaborate closely with ownership, operations, and leadership
Set standards, processes, and expectations for the preconstruction function
Be hands-on during bid days and key deadlines
What They're Looking For
8-10+ years of experience in commercial construction estimating or preconstruction
Strong background in education (K-12), healthcare, and commercial projects
Proven experience developing and managing GMPs
Professional, confident, and capable of leading a department
Comfortable working primarily in-office (schedule driven by project needs)
Seeking a long-term role with growth and stability
Compensation & Benefits
$190K - $215K+ base salary (flexible for top-tier candidates)
Performance-based bonus structure
Full benefits package including health insurance, 401(k)
Vehicle allowance, gas card, and technology provided
Minimal overnight travel
Why This Role
Direct access to company leadership and decision-makers
Stable, privately held firm with strong revenue growth
Opportunity to shape and lead preconstruction long-term
$60k-116k yearly est. 1d ago
Head of Data Science
Varo Money, Inc. 4.4
Atlanta, GA job
Varo is an entirely new kind of bank. All digital, mission-driven, FDIC insured and designed for the way our customers live their lives. A bank for all of us.
We are looking for an inspiring and technically deep Head of Data Science to lead our team in leveraging advanced analytics, machine learning, and causal inference to catalyze decision‑making and propel Varo's growth. You will lead the Data Science function within Varo's comprehensive Data organization (which includes Data Analytics, Data Product Management, Data Engineering, and ML Engineering). Your team will be the strategic partner and technical engine for solving our most complex business challenges across key verticals like customer acquisition, engagement, fraud prevention, and responsible lending.
What you'll be doing
Strategic Ownership: Define, own, and drive the comprehensive Data Science roadmap (including AI/ML and causal inference) that directly translates into commercial outcomes across Varo's core business verticals.
Model Innovation & Delivery: Lead the development, validation, and production deployment of custom machine learning and statistical models that are critical for decision‑making.
Business Partnership: Serve as a strategic data consultant to executive leaders and business stakeholders, translating ambiguous commercial problems into rigorous analytical frameworks and actionable solutions.
Data Integrity & Risk: Work closely with Data Engineering and Product teams to ensure the quality, accessibility, and lineage of new data sources. Ensure all models and analyses adhere to Varo's risk framework and regulatory requirements for fairness and transparency.
Operational Excellence: Establish and own the ML Model Performance Monitoring processes, ensuring deployed models maintain accuracy and business impact over time and are governed appropriately.
Team Leadership & Mentorship: Attract, hire, mentor, and coach a high‑performing team of Data Scientists, setting a high bar for technical rigor, business acumen, and cross‑functional collaboration.
You'll bring the following required skills and experiences
8+ years of experience in Data Science, Applied Science, or a related quantitative field.
Deep Domain Expertise: Proven track record of delivering measurable business impact in at least one key financial services domain (e.g., credit/lending, fraud/risk modeling, or customer growth/engagement).
Technical Fluency: Expert‑level proficiency in Python and its scientific computing stack (Pandas, Scikit‑learn, PyTorch/TensorFlow). Proven ability to apply a wide range of statistical methods, machine learning algorithms, and causal inference techniques to large, real‑world datasets.
Data Ecosystem Experience: Hands‑on experience working with distributed data and computing tools (e.g., Spark, Hive) and cloud web services (e.g., AWS, GCP, or Azure).
Leadership Acumen: Demonstrated ability to thrive in a fast‑paced environment, attract high‑quality talent, and drive a data‑informed culture.
$250,000 - $300,000 a year
For cash compensation, we set standard ranges for all US‑based roles based on function, level, and geographic location, benchmarked against similar‑stage growth companies. Per applicable law, the salary range for this role is $250,000 - $300,000. Final offer amounts are determined by multiple factors as well as candidate experience and expertise and may vary from the identified range.
This role is also eligible for a bonus, equity, and competitive benefits.
We recognize not everyone will have all of these requirements. If you meet most of the criteria above and you're excited about the opportunity and willing to learn, we'd love to hear from you!
About Varo
Varo launched in 2017 with the vision to bring the best of fintech into the regulated banking system. We're a new kind of bank - all‑digital, mission‑driven, FDIC‑insured, and designed around the modern American consumer.
As the first consumer fintech to be granted a national bank charter in 2020, we make financial inclusion and opportunity for all a reality by empowering everyone with the products, insights, and support they need to get ahead. Through our core product offerings and suite of customer‑first features, we aim to address a broad range of consumer needs while profitably serving underserved communities that have been historically excluded from the traditional financial system.
Learn more about Varo by following us:
Facebook - **********************************
Instagram - **************************
LinkedIn - *****************************************
Varo is an equal opportunity employer. Varo embraces diversity and we are committed to building teams that represent a variety of backgrounds, perspectives, and skills. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
Beware of fraudulent job postings!
Varo will never ask for payment to process documents, refer you to a third party to process applications or visas, or ask you to pay costs. Never send money to anyone suggesting they can provide work with Varo. If you suspect you have received a phony offer, please e‑mail ********************* with the pertinent information and contact information.
CCPA Notice at Collection for California Employees and Applicants:
****************************************
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$75k-96k yearly est. 4d ago
Assistant Store Manager
Community Choice Financial Family of Brands 4.4
Buford, GA job
Your Opportunity:
Assistant Store Manager Titlemax Buford, GA
As an Assistant Store Manager (ASM), you'll support our customers through real financial needs while gaining hands-on experience running a store. You'll develop your leadership skills in real-time by driving account management, customer outreach, and risk management. It's performance-driven, people-first, and packed with growth potential. If you're ready to build your confidence, learn the business, and move up quickly with a Company that invests in your future, you just found your next step.
What We Offer:
Compensation
The hourly wage for the position is $15.00 per hour. The hourly rate is just one of many elements that make up our Total Compensation package.
Benefits & Perks*
Paid on-the-job training and a comprehensive new hire program.
Access to a robust learning management system, full of e-learning modules to help boost your professional and personal development.
Cross brand training that enables you to move into opportunities at any one of our eleven brands across the country.
Enrollment in a key holder program designed to establish and enhance leadership potential for promotion.
Performance-based career advancement.
Educational reimbursement program.
Multiple coverage choices for medical insurance, all include telemedicine and medical spending account options (HSA/FSA).
Traditional 401(k) and Roth 401(k) Retirement plan with a generous Company match program.
Company-Sponsored Life and AD&D Insurance.
Basic and Enhanced Voluntary benefits so you may choose the right coverage at the right price for you and your family. Plans include dental, vision, short-term and long-term disability plans, supplemental life and AD&D insurance, accident, critical illness, hospital indemnity, ID theft protection, legal services program, and pet insurance.
Free access to mental health resources, life coaching, and more for you and your family members through our Employee Assistance Program.
Free access to exclusive discounts from nationwide and local retailers through our Discount Marketplace.
Paid time off that grows with you, starting with 12 days in your first year.
*Based on current benefit offering, which is subject to change with or without notice. Certain benefits are subject to the terms and conditions of the governing plan documents which should be consulted for additional details and eligibility requirements.
What We're Looking For - Qualifications and Skills:
A high school diploma or equivalent.
Minimum one year's experience in customer service, sales, or retail.
At least 3 months of supervisory, key holder, or relevant leadership experience
Excellent verbal and written communication skills.
Proficiency in using phones, POS system, Microsoft Office, and other computer systems.
Must be at least 18 years of age (19 in Alabama).
Valid driver's license, auto insurance, and personal vehicle to use throughout the workday (mileage compensated).
Background check required. All background checks are conducted, and their results are considered, in accordance with applicable law.
The ability to meet the physical demands of this position, which frequently includes remaining in a stationary position, including standing up to 90% of the time; moving and transporting up to 25 pounds; moving inside and outside of the store; and operating mechanical controls, such as a keyboard.
Nice to Haves - Preferred Qualifications and Skills
Management experience in retail, convenience store, grocery, finance, service, or related industries.
Experience in check cashing, document verification, money order processing.
Bilingual (English/Spanish) is a plus and may be required for certain locations.
What You'll Do - Essential Duties and Responsibilities:
Maximize customer success by offering financial services that fit their needs.
Assess risk of financial transactions, evaluate, and accurately process loan/pawn applications, check cashing transactions and ancillary products.
Complete daily call campaigns to market services, build new business, and nurture customer relationships to further brand recognition and loyalty.
Oversee account management and recovery processes, including collection calls, while maintaining a focus on customer service to prevent loss and charge off accounts.
Maintain customer information in the point of sale (POS) system with accuracy and integrity.
Provide support, coaching, and development to Customer Service Representatives, when applicable, to ensure adherence to quality standards and safety procedures.
Perform duties outside of the office, when applicable, including on site vehicle appraisals, store errands, and external marketing.
Work to meet Company-set performance standards by leveraging business-to-business partnership opportunities, obtaining referrals, and participating in and hosting in-store and community events.
Maintain office security protocols and conduct proper opening and closing procedures, including management of vault and cash drawer.
Help ensure a work environment that upholds compliance with Company policies and procedures, as well as local, state, and federal laws and regulations. Help conduct store audits, create reports, and compile financial data to further ensure compliance.
Monitor and maintain internal and external store appearance and cleanliness, addressing basic facility needs and scheduling maintenance services.
Work efficiently in a rapidly changing and fast-paced environment and handle multiple challenging tasks with ease to meet individual and team performance standards.
Conduct additional tasks as directed by leadership.
Maintain a full-time work schedule with regular, in-person attendance, including weekends. A full-time work schedule for this position includes, at a minimum, 40 hours per week.**
**Store hours, schedules, and/or the minimum number of hours required for this position may be subject to change by brand and at the sole discretion of the Company. Speak with your recruiter about the most up-to-date requirements.
Workplace Awards & Recognition:
We are honored to be recognized as a Military Friendly Employer and Military Friendly Spouse Employer for four consecutive years and have received designation as a Top Employer for Hispanic and Latinos by HLPA in 2023, 2024, and 2025. Additionally, we have been named one of America's Greatest Workplace in Financial Services 2025 by Newsweek.
Our Purpose:
The Community Choice Financial Family of Brands ("CCF" or the “Company”), is one of the largest consumer specialty finance organizations in the U.S. We provide our customers, Team Members, and communities the Power of Choice with over 10 brands represented in more than 1,500 brick-and-mortar stores serving 24 states and online product offerings in 20 states. Community Choice Financial Family of Brands is steadfast in our commitment to help people across the country get access to the short-term financial services they need when they need it the most.
Think you'll thrive here? Learn more at *************************************************
The information contained herein is not intended to be an all-inclusive list of the duties and responsibilities of the job, nor is it intended to be an all-inclusive list of the skills and abilities required to do the job. The Company may, at its discretion, revise the job description at any time, and additional functions and requirements may be assigned by supervisors as deemed appropriate. Requirements, skills, and abilities included have been determined to illustrate the minimal standards required to successfully perform the position.
Community Choice Financial Family of Brands, including its subsidiaries and affiliates, (the “Company”) uses artificial intelligence (“AI”) tools to assist in its recruitment and hiring process.
Read the AI Use Consent and Acknowledgement for more information.
Important: The Community Choice Financial Family of Brands will never ask you for banking or other payment information at any point during the interview or hiring process, nor will we conduct an interview via text message. Any official email correspondence will come from the *****************. In-store positions are in person only.
The Community Choice Financial Family of Brands is committed to providing an inclusive workplace free of discrimination based on race, color, religion, sex, age, national origin, military status, disability, pregnancy, sexual orientation, gender identity or expression, genetic information or any other characteristic protected by applicable law. Candidates of all backgrounds are encouraged to apply. CCFI Companies, LLC is an equal-opportunity employer.
$15 hourly Auto-Apply 1d ago
Loan Sales Specialist
Onemain Financial 3.9
Augusta, GA job
At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success. This role provides rewarding professional development and advancement opportunities in a dynamic and supportive environment. Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career.
In the Role
Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service
Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals
Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs
Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations
Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems
Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude
Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options
Requirements:
High School Diploma or GED
Preferred:
Sales, Collections or Customer Service experience
Bilingual - Spanish
Location: On site
The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday.
Who we Are
A career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include:
Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances
Up to 4% matching 401(k)
Employee Stock Purchase Plan (10% share discount)
Tuition reimbursement
Paid time off (15 days vacation per year, plus 2 personal days, prorated based on start date)
Paid sick leave as determined by state or local ordinance, prorated based on start date
Paid holidays (7 days per year, based on start date)
Paid volunteer time (3 days per year, prorated based on start date)
OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we've looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future.
In our more than 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be -- in person, by phone and online.
At every level, we're committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There's never been a better time to shine with OneMain.
Key Word Tags
Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
$41k-74k yearly est. Auto-Apply 2d ago
Lead Service Technician
The Unlimited 4.3
Columbus, GA job
at Whaley Foodservice
***HIRING IMMEDIATELY!!!**** ***Sign On Bonus Available for Qualified Service Technicians*** Whaley Foodservice, LLC is one of the largest commercial kitchen equipment repair service companies in the Southeast comprised of over 600 employees located across 31 geographically dispersed locations.Visit "Whaley Careers" to find your place to grow.
********************************* Pay Rate: $28.00 - 35.00/hour* At Whaley we know people are vital to our success. We offer a competitive salary, on-call pay, and generous benefits including
Sign-On Bonuses for Experienced Technicians
Company Vehicle | Mobile Device | Uniforms
Meters & Test Equipment
Industry Certification
401k & Profit Sharing
Paid Holidays & Vacation
Medical & Dental Benefits
Short-Term Disability | Long-Term Disability Insurance (company paid)
Life Insurance (company paid)
To learn more about current opportunities, visit Whaley Careers: ********************************* Summary:
The Service Technician II provides maintenance, service, and repair for commercial cooking equipment and commercial refrigeration i.e. grills, fryers, ovens, ice machines, reach-in and walk-in coolers, freezers, etc.
Details:
Diagnoses, troubleshoots, and repairs commercial cooking kitchen equipment, refrigeration.
Communicates status updates for part order(s) and repairs with branch support and customer.
Completes service calls accurately and timely.
Audits truck stock to ensure required parts are stocked.
Ensures service vehicle, tools, and uniforms are consistent with Whaley standards of safety.
Meets on-call requirements.
Required Education | Experience
Three years of experience in commercial kitchen repair and or refrigeration.
Must be 18 years of age.
Completion of a satisfactory background check and drug screen is required.
Valid Driver's license and driving record that aligns with our safety standard.
Skills and Abilities
Ability to work independently
Ability to accurately diagnose and troubleshoot: an automotive, electrical, installation, and mechanical background is a plus.
Journeyman License and or CFESA certification not required but would be a plus.
Strong attention to detail.
Excellent communication and soft skills.
Good driving record
Whaley Foodservice is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
$28-35 hourly Auto-Apply 60d+ ago
Lead Data Science & AI Strategy for Growth
Varo Money, Inc. 4.4
Atlanta, GA job
A financial technology company is seeking a Head of Data Science in Atlanta to lead a team in utilizing advanced analytics and machine learning to drive business growth. This role requires 8+ years of experience in data science, proficiency in Python, and a proven ability to deliver measurable business outcomes in financial services. Competitive salary and benefits are provided, emphasizing the company's commitment to diversity and inclusion.
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$97k-120k yearly est. 4d ago
Managing Consultant, Services Business Development-Emerging Verticals
Mastercard 4.7
Atlanta, GA job
**Our Purpose** _Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential._
**Title and Summary**
Managing Consultant, Services Business Development-Emerging Verticals
Overview
Mastercard Services is our professional services and solutions arm, providing customers with value-added services to enhance business performance and consumer experiences. Our diverse Services portfolio includes payments consulting, marketing, analytics and data insights, security solutions, open banking, and more.
The Services Business Development team is looking for a Managing Consultant to drive growth of our value-added services within Emerging Verticals. The ideal candidate has a proven track record of selling to senior executives, navigating matrixed organizations, and utilizing solution-based selling to drive clear value for customers.
Role
Deliver against sales targets for the Services portfolio of solutions across a set of existing and net-new accounts within Emerging Verticals, which may include sport, insurance, telco, fitness, education, ISVs, and other strategic verticals.
Manage and expand relationships with client stakeholders, developing trust to enable intimate discussions on client goals and needs; surfacing Services revenue opportunities
Translate client challenges into hypotheses and structure large/complex engagements with imperfect information; leverage deep knowledge of all Mastercard Services capabilities to structure innovative solutions and strategic bundles
Lead internal partners to develop formal and informal pitch materials; ensuring succinct, persuasive content tailored to audience & seniority
Deliver compelling, high-impact pitches, showcasing leadership, expertise and alignment to client needs
Drive intel back into Services & broader Mastercard; supporting the feedback loop that drives Services innovation
All About You
Undergraduate degree required; MBA or relevant post graduate degree preferred
Proven track record in managing a sales pipeline; identifying and advancing sales opportunities and exceeding targets
Experience in selling or developing new and emerging verticals, with a proven ability to identify opportunities, form partnerships, and drive growth
Demonstrated ability to motivate and influence stakeholders (internal & client) in large/complex environments
Best-in-class narrative-development and storytelling; experience in developing compelling sales narratives and pitch materials for complex client business challenges
Leadership presence & best-in-class pitch/presentation skills; establishing credibility and influencing client audiences
Excellent analytical skills, including financial analysis for business casing, value quantification & pricing
Demonstrated creativity, problem-solving and empathy (ability to think from the perspective of the customer)
Disciplined and process-oriented; proven ability to multi-task in a fast-paced, deadline-driven environment
National Salary Range (Applies Regardless of Location): $139,000-$222,000
Mastercard is a merit-based, inclusive, equal opportunity employer that considers applicants without regard to gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law. We hire the most qualified candidate for the role. In the US or Canada, if you require accommodations or assistance to complete the online application process or during the recruitment process, please contact reasonable_accommodation@mastercard.com and identify the type of accommodation or assistance you are requesting. Do not include any medical or health information in this email. The Reasonable Accommodations team will respond to your email promptly.
**Corporate Security Responsibility**
All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must:
+ Abide by Mastercard's security policies and practices;
+ Ensure the confidentiality and integrity of the information being accessed;
+ Report any suspected information security violation or breach, and
+ Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines.
In line with Mastercard's total compensation philosophy and assuming that the job will be performed in the US, the successful candidate will be offered a competitive base salary and may be eligible for an annual bonus or commissions depending on the role. The base salary offered may vary depending on multiple factors, including but not limited to location, job-related knowledge, skills, and experience. Mastercard benefits for full time (and certain part time) employees generally include: insurance (including medical, prescription drug, dental, vision, disability, life insurance); flexible spending account and health savings account; paid leaves (including 16 weeks of new parent leave and up to 20 days of bereavement leave); 80 hours of Paid Sick and Safe Time, 25 days of vacation time and 5 personal days, pro-rated based on date of hire; 10 annual paid U.S. observed holidays; 401k with a best-in-class company match; deferred compensation for eligible roles; fitness reimbursement or on-site fitness facilities; eligibility for tuition reimbursement; and many more. Mastercard benefits for interns generally include: 56 hours of Paid Sick and Safe Time; jury duty leave; and on-site fitness facilities in some locations.
**Pay Ranges**
Purchase, New York: $113,000 - $186,000 USD
Arlington, Virginia: $113,000 - $186,000 USD
Atlanta, Georgia: $98,000 - $162,000 USD
Boston, Massachusetts: $113,000 - $186,000 USD
Chicago, Illinois: $98,000 - $162,000 USD
San Francisco, California: $118,000 - $194,000 USD
Seattle, Washington: $113,000 - $186,000 USD
$139k-222k yearly 53d ago
Tax Director - Property Tax
Aprio, LLP 4.3
Atlanta, GA job
Work with a nationally ranked CPA and advisory firm that is passionate for what's next. Aprio has 30 U.S. office locations, one in the Philippines and more than 2,100 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.
Join Aprio's Specialty Tax team and you will help clients maximize their opportunities. Aprio Advisory Group, LLC is a progressive, fast‑growing firm looking for a Tax Director - Property Tax to join their dynamic team.
Responsibilities
Lead and manage all aspects of property tax engagements, including assessments, appeals, valuation reviews, audit defense, and compliance.
Serve as a trusted advisor to clients on property tax strategies, jurisdictional nuances, and valuation methodologies.
Oversee preparation, review, and filing of property tax returns, ensuring accuracy and regulatory compliance.
Manage relationships with taxing authorities, appraisers, and legal counsel as needed.
Provide strategic guidance on property tax implications related to acquisitions, dispositions, and reorganizations.
Lead, coach, and develop a team of property tax professionals across multiple U.S. offices and offshore locations.
Collaborate with Resource Management and Workforce Optimization teams to align staffing, work allocation, and development opportunities.
Drive practice growth through business development, client relationship management, and cross‑selling across service lines.
Develop and implement standardized methodologies, scalable processes, and leverage technology to enhance efficiency and client value.
Stay current on legislative and regulatory changes impacting property taxation and communicate updates to clients and internal stakeholders.
Qualifications
Bachelor's degree in Accounting, Finance, Business, Economics, or related field; advanced degree preferred.
CPA, CMI (Property Tax), JD, and other relevant professional designations strongly preferred.
Minimum of 10+ years of progressive experience in property tax consulting, valuation, or compliance, including experience managing multi‑state portfolios.
Demonstrated success leading and developing teams within a professional services or consulting firm.
Strong technical expertise in valuation methods, appeal strategies, and property tax audits.
Excellent interpersonal communication skills with ability to influence senior‑level stakeholders.
Proven track record in business development and client relationship management.
Why work for Aprio
Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future‑focused, innovative firm.
Perks/Benefits we offer for full‑time team members
Medical, Dental, and Vision Insurance on the first day of employment
Flexible Spending Account and Dependent Care Account
401k with Profit Sharing
9+ holidays and discretionary time off structure
Parental Leave - coverage for both primary and secondary caregivers
Tuition Assistance Program and CPA support program with cash incentive upon completion
Discretionary incentive compensation based on firm, group and individual performance
Incentive compensation related to origination of new client sales
Top rated wellness program
Flexible working environment including remote and hybrid options
What's in it for you
- Working with an industry leader: Be part of a high-growth firm that is passionate for what's next.
- An awesome culture: Thirty‑one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team‑member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients.
- A great team: Work with a high‑energy, passionate, caring and ambitious team of professionals in a collaborative culture.
- Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.
- Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.
- Competitive compensation: You will be rewarded with competitive compensation, industry‑leading benefits and a flexible work environment to enjoy work/life balance.
EQUAL OPPORTUNITY EMPLOYER
Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.
Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non‑attest tax and consulting services, and Aprio, LLP providing CPA firm services.
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$57k-80k yearly est. 4d ago
Remote Equity Trader Position
T3 Trading Group 3.7
Remote or Marietta, GA job
NOW HIRING Proprietary Equity Traders Wanted
T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide:
WE PROVIDE:
Education in technical analysis, tape reading, money management, and market psychology
Daily trading review with experienced traders
Competitive payout structure
Cutting edge technology
Open and friendly team environment
REQUIRED QUALIFICATIONS:
College degree with a competitive GPA
Basic familiarity with the equity markets
Strong analytical skills
Ability to work well in a team environment
A focused, dedicated, and entrepreneurial personality
Enthusiasm for the equity markets
Prior trading experience is not required
We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management.
In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology.
Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders.
Series 57 license required. We will sponsor qualified candidates for this exam.
If interested, please contact Paolo Fontana at ************ or ***************************
A leading global bank seeks a Private Banker in Atlanta to develop and deepen client relationships while providing tailored wealth management strategies. The ideal candidate will have over 15 years of experience in private banking, specifically with the ultra-high-net-worth market. Responsibilities include generating new client revenue, ensuring compliance with regulatory requirements, and managing client expectations. A competitive salary and comprehensive benefits package are offered.
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$129k-169k yearly est. 5d ago
National Account Chief Underwriter - Employee Benefits
The Hartford 4.5
Alpharetta, GA job
National Account Chief UW GB - UO07FESr UW Natl Acct - UO08GE We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future.
We're in the business of helping people achieve amazing things by protecting the things that matter most. And you can help us when you join our team of underwriters.
They're at the center of everything we do - and by joining us, you'll be on a team known throughout the industry for providing our customers with just the right amount of coverage they need to pursue their unique interests.
Your underwriting career here means collaboration, inclusivity, innovative thinking and so much more.
Here, doing things the way they've always been done isn't a part of the job. Here, you'll be putting your creative insights to work with other underwriters and leaders, having a seat at the table with key decision makers. And you'll have any number of opportunities for your career to grow in whatever direction you choose.
Experience:
+ Responsible for the overall management of Group Life & Disability underwriting (5,000 or more lives) for National Accounts.
+ Includes all pre and post-sale underwriting, profit management, renewal processing, policy issue and changes for assigned business segment.
+ Demonstrates a solid, consistent technical proficiency of underwriting guidelines and underlying risk management philosophy.
+ Establishes solid relationships with all internal and external business partners.
+ Actively drives and participates in an assigned amount of project work and special assignments.
+ Partners with the field to ensure deliver on service goals.
+ Quotes new business opportunities for Core products and underwrites renewals.
+ Works directly with sales representatives and brokers on new business, renewals, and service issues
+ Demonstrates advanced understanding of the elements of pricing to include risk factors, retention, and reinsurance.
+ Interfaces with the sales force regarding underwriting issues and decisions
+ Negotiates prices and benefits with sales representatives and brokers.
+ Mentors Regional Account underwriters and other staff members
+ Look to leverage additional resources around key cases to facilitate better risk management, stimulate innovative thinking, provide creative solutions and potentially different perspectives.
+ Seek to understand your individual marketplace dynamics and those of the general market to maximize our chances of success.
You'll Be a Good Match if You Have:
+ A customer-first mindset, putting our customers at the center of everything you do.
+ A passion for making decisions through both analyzing h data and employing critical thinking skills.
+ A team spirit and desire to work collaboratively.
+ A financial mindset to help make the best decisions.
+ Ability to own our work and following through on commitments.
Qualifications:
+ Bachelor's Degree strongly preferred, or equivalent combination of education, training, and experience
+ 5 years of Employee Benefits underwriting experience
+ Demonstrated success in developing and maintaining solid relationships with all internal and external business partners.
+ Excellent communication, interpersonal and presentation skills
+ An ability to think analytically about business problems, make recommendations and propose solutions.
+ High energy self-starter, who is resilient and has an entrepreneurial spirit.
+ Demonstration of solid time, organizational, and desk management skills
+ Goal-oriented and delivers outcomes.
+ Ability to challenge the status quo and compete to win.
+ Superior technical knowledge and sound decision-making and analytical skills
***This position can be filled at different levels depending on experience.
Salary - $88,080 - $149,400
Compensation
The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is:
$88,080 - $149,400
The posted salary range reflects our ability to hire at different position titles and levels depending on background and experience.
Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age
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Every day, a day to do right.
Showing up for people isn't just what we do. It's who we are - and have been for more than 200 years. We're devoted to finding innovative ways to serve our customers, communities and employees-continually asking ourselves what more we can do.
Is our policy language as simple and inclusive as it can be? Can we better help businesses navigate our ever-changing world? What else can we do to destigmatize mental health in the workplace? Can we make our communities more equitable?
That we can rise to the challenge of these questions is due in no small part to our company values that our employees have shaped and defined.
And while how we contribute looks different for each of us, it's these values that drive all of us to do more and to do better every day.
About Us (*************************************
Our Culture
What It's Like to Work Here (**************************************************
Perks & Benefits
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EEO
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$88.1k-149.4k yearly 2d ago
Salesforce Administrator
Capital Investment Advisors 3.0
Capital Investment Advisors job in Atlanta, GA
At Capital Investment Advisors (CIA), we strive to help the families we serve reach their goals by focusing on our specialty: Income Investing. We are a fee-only financial advisory and portfolio management firm headquartered in Atlanta with offices throughout the U.S. Our advisors in Georgia, Florida, Colorado, Texas, and Arizona provide clients with a full range of financial advice. Since 1996, CIA has been providing financial strategy and management tailored to the client's individual circumstances and objectives.
Our tight-knit team has a mix of financial advisors, investment professionals, customer service managers and associates, operations specialists, and business operations personnel working together to help create the best possible experience for our clients. Our Leadership Team is dedicated to employee growth both professionally and personally, and to making every CIA experience memorable.
Salesforce Administrator
We are seeking a detail-oriented and proactive Salesforce Administrator to join our technology team, reporting directly to the Director of Salesforce. This role will be instrumental in supporting and enhancing our Salesforce Financial Services Cloud platform, which serves as the backbone of our client relationship management and business operations. The ideal candidate will have hands-on experience with Salesforce administration, a strong problem-solving mindset, and the ability to translate business requirements into technical solutions.
This role is based in our Atlanta office and is eligible for a hybrid work schedule after completion of a successful introductory period.
Core Responsibilities:
Closely collaborate with the Director of Salesforce to maintain and optimize our Salesforce Financial Services Cloud environment
Manage user accounts, profiles, roles, permission sets, and security settings
Provide timely user support for Salesforce-related issues and questions
Resolve user support requests using Salesforce best practices
Partner with business users to understand business challenges and propose technology solutions
Design, build, and maintain Flows to automate business processes
Use AI-coding tools to deliver more customized solutions
Support integrations with Box, FormAssembly, HubSpot, Black Diamond, Calendly, and other business applications
Use search engines and AI tools to answer questions, increase efficiencies, and learn new skills
Demo new features and bug fixes to non-technical users
Build training material and deliver training to CIA's Salesforce users as needed
Create and maintain organized documentation for all processes and features
Collaborate on a growing agile team that will soon support a Snowflake data warehouse and several AI initiatives
Maintain an innovation mindset and a willingness to learn new technical skills both in and beyond the Salesforce platform
Skills & Qualifications:
2+ years of hands-on Salesforce administration experience
Proficiency with Flow Builder and process automation
Proficiency with AI tools (experience Vibe Coding is a plus)
Basic Apex and Lightning Web Component knowledge is a plus
Experience with Financial Service Cloud and/or Person Accounts preferred
Experience with data management tools (Data Loader, Excel, CSV manipulation)
Basic understanding of SOQL for reporting and list views
Familiarity with integration concepts and APIs
Experience with agile project management methodologies
Familiarity with UX/UI concepts and how to optimize the Salesforce UX
Salesforce Certifications are a plus (Certified Admin or Platform App Builder preferred)
Excellent problem-solving and analytical abilities
Strong verbal & written technical communication skills
Ability to manage multiple priorities in a fast-paced environment
Self-motivated with ability to work independently and as part of a team
Committed to a culture of compliance
Exhibits the Capital Investment Advisors five core values in everything they do
Capital Investment Advisors would like to thank all applicants, however, only those who qualify for an interview will be contacted. Capital Investment Advisors is committed to a policy of equal employment opportunity and will not discriminate against any applicant or employee based on race, color, religion, national origin, sex, age, disability, veteran or military status, genetic information, or any other legally-recognized protected basis under federal, state, or local law.
$78k-110k yearly est. Auto-Apply 23d ago
Commercial Banker - Macon/Bibb
Morris Bank 4.0
Gray, GA job
SUMMARY
The Commercial Banker is responsible for developing, managing, and growing profitable commercial banking relationships within the community. This role involves originating quality commercial loans, cross-selling bank products including deposit and treasury management products, ensuring exceptional customer service, and supporting the bank's mission to strengthen the local economy. The Commercial Banker will actively engage in business development, community involvement, and portfolio management to achieve growth and profitability targets while maintaining sound credit quality.
ESSENTIAL FUNCTIONS
Business Development & Relationship Management
Proactively identify, solicit, and develop new commercial banking relationships within the bank's target market.
Build strong, long-term relationships with business owners, executives, and community leaders.
Promote the bank's full range of commercial products and services, including loans, deposit accounts, treasury management, and merchant services.
Maintain regular contact with customers to assess needs and identify opportunities for additional services.
Deliver customized solutions and consultation to customers and prospects of the bank.
Credit & Loan Origination
Structure and underwrite commercial loans in accordance with bank policies and regulatory guidelines.
Gather and analyze financial information to determine creditworthiness and loan structure.
Prepare and present credit recommendations for approval.
Negotiate terms, pricing, and structure of credit facilities.
Portfolio Management
Monitor loan performance and maintain credit quality through ongoing review and relationship contact.
Identify and address early warning signs of potential problem loans.
Ensure all loan files, documentation, and servicing requirements are complete and accurate.
Manage loan renewals and covenant compliance.
Community Involvement
Actively participate in local business, civic, and community organizations to enhance the bank's visibility and reputation.
Represent the bank at networking, chamber of commerce, and industry events.
Compliance & Risk Management
Adhere to all bank policies, procedures, and applicable banking regulations.
Maintain current knowledge of market conditions, industry trends, and competitors' offerings.
REQUIRED EDUCATION, EXPERIENCE AND SKILLS
Bachelor's degree in business or finance preferred, or equivalent experience
Five to seven years of lending experience within a financial institution preferred, but related accounting or finance industry experience considered
Demonstrated ability to communicate effectively and professionally with business customers and with team members
Strong attention to detail, good judgment and decision-making skills
Ability to exercise personal and professional responsibility and work under minimum supervision
Strong planning and organizational skills
Excellent interpersonal, verbal and written communication skills; demonstrated ability to communicate complex facts to a variety of people
Strong customer service skills: demonstrated ability to positively persuade customers and identify and meet their financial banking needs
Adaptive to change
Computer Skills: Microsoft Word and Excel, Internet Explorer, Web-Based Applications
Team Player - Build and maintains productive relationships with people throughout the organization
General knowledge of Bank Secrecy Act/Anti-Money Laundering Program preferred
POSITION SPECIFIC COMPETENCIES:
Productivity- Consistently produces a very high volume of work. Uses company time and resources extremely optimally and meets schedules and deadlines.
Decision Making/ Judgment- The ability to make prudent decisions that are timely, well researched, and reflect awareness of impact.
Policy Compliance- Demonstrates an excellent understanding of organizational policies and guidelines. Complies very willingly and without exception. Acts as an example to other employees. Takes the initiative to improve compliance practices.
Customer Relations- Excellent customer relations skills are demonstrated. Is always attentive, concerned, and polite. Able to diffuse difficult situations smoothly
Loan Credit Performance- Credit examinations, audits, and the level of loan delinquency are all exceptional. Credit performance is exceptional. Loan decisions are always based on strong analysis and excellent judgment.
PHYSICAL REQUIREMENTS
Must be capable of operating all types of office equipment including computers, copy machine, fax and telephone
EQUIPMENT USED
Computer, telephone, fax machine, scanner, photocopier
SUPERVISORY REQUIREMENTS: None
WORKING CONDITIONS
Requires extensive contact with the general public
May require travel to other offices to provide assistance or attend meetings. Also, travel for seminars and training
The requirements listed above are representative of the knowledge, skill, and/or ability required. Reasonable accommodations can be made to enable individuals with disabilities to perform the essential functions.
This is not intended to be and should not be construed as an all-inclusive list of the responsibilities, skills, or working conditions associated with the position. While this job description is intended to accurately reflect the position's activities and requirements, management reserves the right to modify, add, or remove duties and assign other duties as necessary.
Zippia gives an in-depth look into the details of Capital Investment Advisors, including salaries, political affiliations, employee data, and more, in order to inform job seekers about Capital Investment Advisors. The employee data is based on information from people who have self-reported their past or current employments at Capital Investment Advisors. The data on this page is also based on data sources collected from public and open data sources on the Internet and other locations, as well as proprietary data we licensed from other companies. Sources of data may include, but are not limited to, the BLS, company filings, estimates based on those filings, H1B filings, and other public and private datasets. While we have made attempts to ensure that the information displayed are correct, Zippia is not responsible for any errors or omissions or for the results obtained from the use of this information. None of the information on this page has been provided or approved by Capital Investment Advisors. The data presented on this page does not represent the view of Capital Investment Advisors and its employees or that of Zippia.