- UMB Bank (Atlanta, GA)
- As part of Institutional Banking, the Investor Services team provides telephone support to mutual fund shareholders, prospective shareholders and the public. These ... with the goal of placing trades. As an Investor Services Rep, you will support shareholders by resolving their...very fast-paced during tax season. The Securities Industry Essentials ( SIE ) licensure is required within 6 months and you… 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
- ADP (Atlanta, GA)
- ADP is hiring a Sales Representative for Retirement Services in our Major Accounts division. + Are you ready to control your financial future with unlimited ... success. Bonus points for these: Preferred Qualifications + Securities Industry Essentials ( SIE ) and Financial Industry Regulatory Authority (FINRA) Series 6 and… more
- Truist (Atlanta, GA)
- …accounts. 4. Knowledge of the features and attributes of annuity products. 5. FINRA SIE , Financial Industry Regulatory Authority (FINRA) Series 7 and Series 66 ... GA. Responsible for the general servicing and support of the Financial Advisors. This includes administrative and operational support, business development… more
- Truist (Norcross, 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