- 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
- Charles Schwab (Atlanta, GA)
- …+ Financial business development experience (highly preferred) + Knowledge of brokerage /banking products and services + Strong client relationship building ... quo" and transform the finance industry together._ As an Investment Consultant (IC) at Schwab, you have the opportunity...basis. We offer a competitive benefits package that takes care of the whole you - both today and… 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