- 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
- 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
- Charles Schwab (Atlanta, GA)
- …the leading provider of custodial, operational and trading support for independent fee-based investment advisors is looking for a sales person like you! Our heritage ... bringing them the "best of Schwab," our specialized expertise and our continued investment in their business is unparalleled. Your experience and commitment can help… 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