- 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
- JPMorgan Chase (Atlanta, GA)
- …appointments via video or phone, build a personalized financial plan for each client , and match clients with investment portfolios that are designed and ... managed by JP Morgan's Chief Investment Officer. You will also provide advice to existing...At least 3 years of relevant financial services or brokerage experience strongly preferred with focus on financial planning… more