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Project Based Cetera Advisor Networks Jobs in Georgia

Berkley

Director, Project Management

Alpharetta, GA · On-site

... develop recommendations and advise management on high-priority, high-impact decisions ... based domestic and/or international travel and varies (25-75%), particularly during key project ...

Berkley

Director, Project Management

Alpharetta, GA · On-site

... advise management on high-priority, high-impact decisions. Qualifications: • 7-10+ years of ... based domestic and/or international travel and varies (25-75%), particularly during key project ...

PPC Partners, Inc.

Director of Finance

Tucker, GA · On-site

... based, field-driven environment. This position plays a critical role in aligning financial ... Act as a trusted financial advisor to executive leadership, project managers, operations leaders ...

SAFE HARBOR MARINAS

Project Scheduler

Savannah, GA · On-site

Any skills considered standard that a Service Advisor should possess Minimum Soft Skills ... Always communicates effectively and courteously to establish strong networks internally and ...

GFT.

Senior Project Manager, Traffic Engineer

Atlanta, GA · On-site +1

$95K - $124K/yr

... based preemption and timing adjustments integrated with adjacent arterial networks. * Plan and ... Serve as a trusted technical advisor to clients, agencies, and stakeholders, responding to ...

Safe Harbor Marinas

Project Scheduler

Savannah, GA · On-site

Any skills considered standard that a Service Advisor should possess Minimum Soft Skills ... Always communicates effectively and courteously to establish strong networks internally and ...

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Project Based Cetera Advisor Networks information

What is the difference between Project Based Cetera Advisor Networks vs Financial Advisor?

AspectProject Based Cetera Advisor NetworksFinancial Advisor
CredentialsFINRA licenses, CFP, or similar certifications often requiredFINRA licenses, CFP, or similar certifications often required
Work EnvironmentProject-based, often independent or contract roles within financial firmsClient-facing, ongoing relationship management within financial institutions
Employer & Industry UsageUsed by firms seeking specialized project support in financial planning and advisoryEmployed directly by firms or independently to provide financial planning and advice

Project Based Cetera Advisor Networks typically involves short-term, specialized projects within the financial industry, requiring relevant licenses and certifications. In contrast, Financial Advisors usually maintain ongoing client relationships, providing continuous financial planning services. Both roles require similar credentials but differ mainly in scope and employment structure.

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Project Based Cetera Advisor Networks jobs near you

Leadership Coach (LVI-Certified)

Lifted, an Upwork Company™

Atlanta, GA • Remote

Contractor

Re-posted 29 days ago

Job description

Company Description

An Enterprise client is seeking an experienced and certified Leadership Coach to partner with their Human Resources team on a strategic executive assessment initiative. This project-based engagement focuses on supporting approximately 12-13 senior leaders (VP level and above) through the administration, interpretation, and debrief of the Leadership Versatility Index (LVI). 

The goal of this initiative is to provide senior leadership with deep insights into their management styles and help them establish high-impact development goals within a mission-driven, remote-first nonprofit environment.

Job Description

Key Responsibilities

The selected consultant will lead the end-to-end LVI process, ensuring a seamless and insightful experience for the executive cohort:

  • Assessment Administration: Coordinate the ordering and administration of the LVI assessment through the Kaiser Institute.
  • Strategic Rater Planning: Partner with HR to review and refine the 360-degree rater group strategy for each participating leader.
  • Executive Debriefs: Conduct one-on-one feedback sessions (approximately 1 hour per executive) to interpret results and provide actionable insights.
  • Development Planning: Guide leaders in identifying 1-3 key development priorities based on their assessment outcomes.
  • Project Advisement: Provide expertise on pacing and rollout best practices for a staggered cohort approach (e.g., groups of ~5 leaders at a time).
  • Synthesis & Reporting: Conduct light preparation and follow-up for each executive, including data analysis and summary notes.

Project Timeline & Structure

  • Kickoff: Late February 2026
  • Assessment & Debrief Period: March - May 2026
  • Estimated Duration: 2-3 months
  • Estimated Effort: 60-80 total hours
  • Location: 100% Remote (U.S.-based)
  • Scheduling: Highly flexible; sessions are coordinated directly between the coach and the executives.
Qualifications

Required Qualifications

  • LVI Certification: Must hold a current, active certification in the Leadership Versatility Index (Kaiser Institute).
  • Executive Presence: Proven experience delivering leadership assessments and debriefs to VP and C-suite level executives.
  • Coaching Expertise: A strong background in leadership coaching with the ability to synthesize complex 360-degree feedback.
  • Project Management: Ability to independently manage a staggered rollout for multiple participants while maintaining high engagement.
  • Communication: Exceptional facilitation and interpersonal communication skills. 

Preferred Experience

  • Experience consulting for nonprofit or mission-driven organizations.
  • Familiarity with faith-based organizational cultures.
  • Broader experience in designing or advising on long-term leadership development programs.
Additional Information
  • Contract Type: Project-based or hourly (to be finalized collaboratively).
  • Compensation: Competitive/Flexible based on the coach's experience and depth of expertise.

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