Collaborates with Managing Director and internal client cell team on specific client deliverables, general technical matters and proactive strategies related to various client and internal associate ...
Quick apply
Collaborates with Managing Director and internal client cell team on specific client deliverables, general technical matters and proactive strategies related to various client and internal associate ...
Managing Director & Senior Wealth Strategist
Atlanta, GA · On-site
$116K - $151K/yr
Collaborates with Managing Director and internal client cell team on specific client deliverables, general technical matters and proactive strategies related to various client and internal associate ...
Quick apply
Managing Director & Senior Wealth Strategist
Atlanta, GA · On-site
$116K - $151K/yr
Collaborates with Managing Director and internal client cell team on specific client deliverables, general technical matters and proactive strategies related to various client and internal associate ...
The Head of Internal Communications (Associate Director) is responsible for leading Clorox's enterprise internal communications strategy and execution ensuring teammates (employees) are informed ...
The Head of Internal Communications (Associate Director) is responsible for leading Clorox's enterprise internal communications strategy and execution ensuring teammates (employees) are informed ...
The Head of Internal Communications (Associate Director) is responsible for leading Clorox's enterprise internal communications strategy and execution ensuring teammates (employees) are informed ...
The Head of Internal Communications (Associate Director) is responsible for leading Clorox's enterprise internal communications strategy and execution ensuring teammates (employees) are informed ...
The Head of Internal Communications (Associate Director) is responsible for leading Clorox's enterprise internal communications strategy and execution ensuring teammates (employees) are informed ...
The Head of Internal Communications (Associate Director) is responsible for leading Clorox's enterprise internal communications strategy and execution ensuring teammates (employees) are informed ...
The Head of Internal Communications (Associate Director) is responsible for leading Clorox's enterprise internal communications strategy and execution ensuring teammates (employees) are informed ...
The Head of Internal Communications (Associate Director) is responsible for leading Clorox's enterprise internal communications strategy and execution ensuring teammates (employees) are informed ...
Strong relationship building skills with customers and internal associates. Excellent oral, analytical, written, and presentation communication skills. Ability to proficiently navigate MS Outlook ...
Quick apply
Strong relationship building skills with customers and internal associates. Excellent oral, analytical, written, and presentation communication skills. Ability to proficiently navigate MS Outlook ...
Strong relationship building skills with customers and internal associates. Excellent oral, analytical, written, and presentation communication skills. Ability to proficiently navigate MS Outlook ...
Quick apply
Strong relationship building skills with customers and internal associates. Excellent oral, analytical, written, and presentation communication skills. Ability to proficiently navigate MS Outlook ...
Strong relationship building skills with customers and internal associates. Excellent oral, analytical, written, and presentation communication skills. Ability to proficiently navigate MS Outlook ...
Quick apply
Strong relationship building skills with customers and internal associates. Excellent oral, analytical, written, and presentation communication skills. Ability to proficiently navigate MS Outlook ...
Strong relationship building skills with customers and internal associates. Excellent oral, analytical, written, and presentation communication skills. Ability to proficiently navigate MS Outlook ...
Quick apply
Strong relationship building skills with customers and internal associates. Excellent oral, analytical, written, and presentation communication skills. Ability to proficiently navigate MS Outlook ...
Strong relationship building skills with customers and internal associates. Excellent oral, analytical, written, and presentation communication skills. Ability to proficiently navigate MS Outlook ...
Quick apply
Strong relationship building skills with customers and internal associates. Excellent oral, analytical, written, and presentation communication skills. Ability to proficiently navigate MS Outlook ...
Strong relationship building skills with customers and internal associates. Excellent oral, analytical, written, and presentation communication skills. Ability to proficiently navigate MS Outlook ...
Quick apply
Strong relationship building skills with customers and internal associates. Excellent oral, analytical, written, and presentation communication skills. Ability to proficiently navigate MS Outlook ...
Strong relationship building skills with customers and internal associates. Excellent oral, analytical, written, and presentation communication skills. Ability to proficiently navigate MS Outlook ...
Quick apply
Strong relationship building skills with customers and internal associates. Excellent oral, analytical, written, and presentation communication skills. Ability to proficiently navigate MS Outlook ...
Strong relationship building skills with customers and internal associates. Excellent oral, analytical, written, and presentation communication skills. Ability to proficiently navigate MS Outlook ...
Strong relationship building skills with customers and internal associates. Excellent oral, analytical, written, and presentation communication skills. Ability to proficiently navigate MS Outlook ...
Strong relationship building skills with customers and internal associates. Excellent oral, analytical, written, and presentation communication skills. Ability to proficiently navigate MS Outlook ...
Quick apply
Strong relationship building skills with customers and internal associates. Excellent oral, analytical, written, and presentation communication skills. Ability to proficiently navigate MS Outlook ...
Strong relationship building skills with customers and internal associates. Excellent oral, analytical, written, and presentation communication skills. Ability to proficiently navigate MS Outlook ...
Quick apply
Strong relationship building skills with customers and internal associates. Excellent oral, analytical, written, and presentation communication skills. Ability to proficiently navigate MS Outlook ...
Beverage Merchandiser Associate
Jesup, GA · On-site
Strong relationship building skills with customers and internal associates. Excellent oral, analytical, written, and presentation communication skills. Ability to proficiently navigate MS Outlook ...
Beverage Merchandiser Associate
Jesup, GA · On-site
Strong relationship building skills with customers and internal associates. Excellent oral, analytical, written, and presentation communication skills. Ability to proficiently navigate MS Outlook ...
Beverage Merchandiser Associate
Jesup, GA · On-site
Strong relationship building skills with customers and internal associates. Excellent oral, analytical, written, and presentation communication skills. Ability to proficiently navigate MS Outlook ...
Quick apply
Beverage Merchandiser Associate
Jesup, GA · On-site
Strong relationship building skills with customers and internal associates. Excellent oral, analytical, written, and presentation communication skills. Ability to proficiently navigate MS Outlook ...
Strong relationship building skills with customers and internal associates. Excellent oral, analytical, written, and presentation communication skills. Ability to proficiently navigate MS Outlook ...
Quick apply
Strong relationship building skills with customers and internal associates. Excellent oral, analytical, written, and presentation communication skills. Ability to proficiently navigate MS Outlook ...
Strong relationship building skills with customers and internal associates. Excellent oral, analytical, written, and presentation communication skills. Ability to proficiently navigate MS Outlook ...
Quick apply
Strong relationship building skills with customers and internal associates. Excellent oral, analytical, written, and presentation communication skills. Ability to proficiently navigate MS Outlook ...
Internal Associate information
What are Internal Associates?
Internal Associates are professionals who typically work within financial services firms, such as asset management or investment companies, supporting sales and client relations teams. Their main responsibilities include assisting external sales representatives, managing client accounts, preparing presentations, and providing product information to clients and advisors. Internal Associates often serve as a key point of contact for clients, helping to address inquiries and ensure smooth communication between clients and the firm. This role is a common entry point for those looking to build a career in sales or relationship management within the financial industry.
How does an Internal Associate typically collaborate with financial advisors and other team members?
Internal Associates frequently work closely with financial advisors, providing them with product information, sales support, and training on new offerings. They also liaise with external wholesalers, marketing teams, and client service representatives to ensure a seamless flow of information and coordinated support. Strong communication skills and a team-oriented mindset are essential, as collaboration drives both client satisfaction and business growth. Regular meetings and shared goals help keep everyone aligned on priorities and performance metrics.
What is the difference between Internal Associate vs Financial Analyst?
| Aspect | Internal Associate | Financial Analyst |
|---|---|---|
| Required Credentials | Bachelor's degree, relevant internships | Bachelor's degree in finance, accounting, or related field; CFA or CPA often preferred |
| Work Environment | Corporate offices, internal teams | Financial institutions, consulting firms, corporate finance departments |
| Employer & Industry Usage | Banking, consulting, corporate sectors | Investment banks, asset management, corporate finance |
| Common Search & Comparison | Yes | Yes |
Internal Associates typically focus on supporting internal teams within corporations, handling administrative and operational tasks. Financial Analysts analyze financial data, prepare reports, and support investment or business decisions. While both roles require a finance-related degree, Financial Analysts often pursue certifications like CFA or CPA and work more directly with financial data and analysis. Understanding these differences helps job seekers identify the right career path based on their skills and interests.
What are the key skills and qualifications needed to thrive as an Internal Associate, and why are they important?
To thrive as an Internal Associate, you need a solid understanding of financial products, investment concepts, and client service, often supported by a bachelor's degree in finance or related fields. Familiarity with CRM systems, financial planning software, and securities licenses such as Series 7 and 63 are typically required. Strong communication, organizational, and relationship-building skills help Internal Associates excel in supporting external sales teams and interacting with clients. These competencies are crucial for ensuring effective client engagement, accurate information delivery, and seamless collaboration with both internal teams and external partners.
What cities in Georgia are hiring for Internal Associate jobs? Cities in Georgia with the most Internal Associate job openings:
Full-time
Posted 11 days ago
Job description
POSITION SUMMARY
As a key member of the Family Office Services Team, the Managing Director & Family Office Fellow is responsible for producing and reviewing complex estate and wealth planning deliverables, identifying and developing proactive observations and recommendations, and interpreting complex estate planning documents and financial information. Additionally, the role serves as a key estate planning technical resource for the firm, collaborating with Managing Directors and the client team to prepare for and attend client meetings. The role of the Managing Director & Family Office Fellow also involves providing firm-wide support on tax and estate planning issues, writing and publishing expert articles, maintaining educational materials, and offering subject matter expertise and training to internal associates.
DUTIES AND RESPONSIBILITIES:
Produces and performs review of complex client estate and wealth planning deliverables
- Reviews estate flowcharts and prepares/reviews other complex estate planning technical deliverables.
- Develops and reviews observations and recommendations relative to specific planning issues and strategies with an eye toward proactive opportunities.
- Develops and reviews technical, complex and comprehensive plans focused on wealth transfer and estate planning ensuring that objectives/observations and information from Managing Directors, Client Service Associates and other members of the broader client cell team are incorporated into the Comprehensive Plan.
- Reviews, analyzes and summarizes sophisticated estate planning documents.
- Provides guidance for Wealth Strategist in oversight of the administration of various family entities and comprehensive services related to maintaining client’s family office needs.
- Develops and maintains, with demonstrated excellence, templates for various estate planning reports, analysis and deliverables.
- Anticipates client questions.
Serves as an estate planning technical resource to the Managing Directors in preparing for client meeting and in attending meetings
- Collaborates with Managing Director and internal client cell team on specific client deliverables, general technical matters and proactive strategies related to various client and internal associate needs.
- Demonstrates excellence in serving as an estate planning technical resource in client or advisor meetings.
- Participates in client/prospect/advisor meetings as needed.
- Participates in feedback/debrief meetings and takes a active approach to continuous improvement.
Serves as a technical resource for and to the firm
- Provides support, clarity and answers to technical issues/questions related to tax and estate planning.
- Researches, writes, and publishes high-quality articles on complex wealth transfer topics for professional journals, industry publications, and online platforms. Ensure all content is accurate, well-researched, and adheres to the highest standards of legal writing.
- Meets/communicates regularly with outside advisors for technical estate planning discussions and review, with developed beneficial relationships with outside advisors.
- Reviews, develops and maintains FOS technical materials and educational pieces related to estate and wealth planning.
- Reviews or creates and maintains estate planning related technical education summaries and materials.
- Provides subject matter expertise and training opportunities to internal associates.
Performs other duties as assigned
QUALIFICATIONS
- College degree with a postgraduate degree of JD, L.L.M or MST and/or a professional designation of CPA, CFP® and/or CPWA® and 10 years relevant experience in estate and tax planning and/or fiduciary and trust planning and administration.
- Must possess a foundation of technical and business expertise with prior experience in strategic wealth planning for high-net-worth individuals and multi-generational families.
- Must have in-depth knowledge of current legislative and case law changes and other technical developments in the estate planning area.
- Must have strong analytical skills and the ability to interpret/analyze estate planning documents, financial statements and tax returns with strong attention to detail.
- Must have demonstrated excellence in written and verbal communication skills as frequent author and presenter of complex estate planning strategies.
- Must have excellent computer skills in Excel with ability to build Excel worksheets relative to complex planning strategies preferred.
- Must have ability to explain complex estate planning strategies in a client friendly manner.
- Must have a professional demeanor with the utmost respect for confidential matters.
- Must be able to work independently and in a team environment.
- Must have excellent written and verbal communication skills with strong interpersonal skills.
- Must be detail oriented with excellent organizational skills.
- Must have ability to multi-task.
- Must have ability to work in a fast paced environment.
- Must have strong work ethic with a positive attitude.
WORKING CONDITIONS
- Limited travel as business needs necessitates
- Long periods of sitting utilizing a computer
- 100% onsite