- 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)
- …IRA, Roth IRA, Brokerage , Annuity and Managed Account solutions + Understand client needs and provide advice and strategies to achieve their investment goals ... financial needs. You are responsible for providing an exceptional client experience through remote channels by understanding client...building on a broad range of investment products and account types including… 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