- 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
- PNC (Atlanta, GA)
- …in one of PNC's lines of business. Retail Banking provides deposit, lending, brokerage and insurance services and investment management and cash management ... calling on targeted calling lists, scheduling, attending and/or leading client or prospect appointments, creating presentations and/or proposals, and identifying… more