- Morgan Stanley (Alpharetta, GA)
- …As an unlicensed Financial Services Representative , you would use your amazing customer service skills and knack for problem-solving to engage our clients ... Series 7 & 63 Licenses. In This Role You Will: * Provideexcellent customer service byidentifyingcustomer needs anddeterminingthe best solution for them. *… more
- Bankers Life (Atlanta, GA)
- …our talented Insurance Agents use this advantage to become a Bankers Life Securities , Inc. Financial Representative , specializing in aiding clients in Wealth ... Entry Level Financial Representative - Insurance Sales Location: Atlanta E., GA,...growing relationships with your network, establish and maintain strong customer relationships, offering guidance, and providing solutions to help… more
- Bankers Life (Atlanta, GA)
- …Opportunities - Benefit-eligible management positions within local branch structure. 5. Securities Licensing Support to Become a Financial Representative - ... Experience Location: West Atlanta, GA, United States Job Category: Financial Representative Posted: 13-Jul-2023 Job Description Bankers Life(R), one of the most… more
- Navy Federal Credit Union (Alpharetta, GA)
- …territory, moving towards more complex relationships as experience is gained. + Execute customer and broker purchase /sales orders of securities for current/new ... services to achieve the financial client's goals as a registered representative /advisor/agent of Navy Federal Financial Group (NFFG) and subsidiaries, or incumbent… more
- Truist (Atlanta, GA)
- …direction of the Financial Advisor team to increase assets under management, sales and service . 3. Develop and maintain a profitable level of securities and ... and loyalty. 6. Properly record transactions and inquiries, and see that customer files are correctly completed and maintained to conform to regulatory policies.… more