- Morgan Stanley (Alpharetta, GA)
- … Services team! As an unlicensed Financial Services Representative , you would use your amazing customer service skills and knack for problem-solving ... its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Financial Services Representative - SIE (Alpharetta, GA)* **Location:**… more
- Bankers Life (Atlanta, GA)
- Entry Level Financial Representative - Insurance Sales Location: Atlanta W., GA, United States Job Category: Financial Representative Posted: 13-Jul-2023 ... Life(R), one of the most respected brands in the Financial Services industry, is seeking ambitious individuals...this advantage to become a Bankers Life Securities, Inc. Financial Representative , specializing in aiding clients in… more
- Bankers Life (Atlanta, GA)
- Financial Services Professional - Hybrid Experience Location: East Atlanta, GA, United States Job Category: Financial Representative Posted: 13-Jul-2023 ... Job Description Bankers Life(R), one of the most respected companies in the Financial Services industry, is seeking ambitious individuals to grow our team of… more
- Principal Financial Group (Atlanta, GA)
- …**Who You Are** + Bachelor's degree or equivalent plus 2+ years' experience, preferably in the financial services industry. + SIE , Series 6 or 7 and Series ... In this role, you'll serve as our primary customer service contact, providing a high level of value and... financial confidence. Operating at the intersection of financial services and technology, Principal builds … more
- Truist (Atlanta, GA)
- …the delivery and integration of a broad range of wealth products and services ( financial planning, asset management, personal trust and estate planning, ... insurance and risk management services , retail and mortgage credit,...* Ensure the team delivers personalized, attentive, needs based service to the client base through sound financial… more
- Truist (Alpharetta, GA)
- …degree with a concentration in business, accounting, finance, banking or equivalent financial services experience and related training. 2. Minimum of six ... of mass affluent clients. Sell, deliver and provide ongoing service for a broad range of fee income and...years of financial services experience with a demonstrated ability… more
- Manulife (Atlanta, GA)
- We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our ... to adapt quickly and positively to change in the financial services industry. + Excellent organizational and...**Job Requirements:** + Bachelor's Degree is required + FINRA SIE , 6, 63 and state licensing is preferred, but… more
- Truist (Atlanta, GA)
- …Responsible for developing and deepening client relationships through needs-based, high-level client service and through delivery of the full suite of Truist Wealth ... management advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to...delivery of a broad range of wealth products and services to high net worth individuals. ESSENTIAL DUTIES AND… more
- Truist (Atlanta, GA)
- …Responsible for developing and deepening client relationships through needs-based, high-level client service and through delivery of the full suite of Truist Wealth ... management advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to...delivery of a broad range of wealth products and services to high net worth individuals. Essential job functions… more
- Truist (Atlanta, GA)
- …MS Suite of Products **PREFERRED QUALIFICATIONS** + Three years of experience within financial services industry or other related business + FINRA Registrations: ... as needed **REQUIRED QUALIFICATIONS** The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable... SIE , S7, 66 or 63/65 **Truist stands for better**… more