- 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
- TEKsystems (Atlanta, GA)
- …, banking operations, Series 6, Series 7, Mutual fund, Financial services , Banking, brokerage, brokerage banking, Customer service oriented, Call center, ... Advisor Support Representative Hybrid (1 day WFH per week) -...You will collaborate with others in all aspects of Financial Advisor support in all stages of the processes.… more
- TEKsystems (Atlanta, GA)
- …+ Bachelors degree preferred in Finance/Business. + 2-5 Years of financial services companies required (wealth management/broker dealer/insurance experience ... Advisor Support Representative Hybrid Schedule (4 days on-site per week)...+ Providing support, answering questions, researching issues for our Financial Advisors. + Learn and support various financial… more
- TEKsystems (Atlanta, GA)
- …and transition activities. You will collaborate with others in all aspects of Financial Advisor support in all stages of our processes. Your insightful contribution ... will help improve our service . You will be part of a training cohort...* Providing support, answering questions, researching issues for our Financial Advisors * Learn and support various financial… 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 (Dunwoody, 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
- 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. Following is a… more