- Charles Schwab (Doraville, GA)
- …(required) Financial business development experience (highly preferred) Knowledge of brokerage /banking products and services Strong client relationship building ... quo" and transform the finance industry together. As an Investment Consultant (IC) at Schwab, you have the opportunity...basis. We offer a competitive benefits package that takes care of the whole you - both today and… more
- Truist (Atlanta, GA)
- …NC 303 Peachtree, Atlanta, GA Brokerage Service Representatives are a part of Investment Client Care (ICC) which acts as the service support team ... records to resolve basic discrepancies, answer questions or provide documentation on client activities. 4. Assist clients with completing investment forms,… more
- Truist (Atlanta, GA)
- …marketing strategy, including face-to-face meetings with Financial Advisors. + Recommend appropriate investment options for specific client needs based on an ... to stay abreast of product innovation and industry trends. + Participate in client and prospect meetings with Financial Advisors as requested. + Develop an in-depth… more
- Charles Schwab (Atlanta, GA)
- …+ Financial business development experience (highly preferred) + Knowledge of brokerage /banking products and services + Strong client relationship building ... quo" and transform the finance industry together._ As an Investment Consultant (IC) at Schwab, you have the opportunity...basis. We offer a competitive benefits package that takes care of the whole you - both today and… more
- BlackRock (Atlanta, GA)
- …and defined territory. The Market Sales Partner will maintain a high level of client connectivity and represent the most comprehensive investment offering in the ... strategy to maximize engagement and influence + Expand existing client base by uncovering investment needs and...+ 2+ years of experience in mutual fund or brokerage industry required + Series 7 & 66 (63… more
