- Bank OZK (Atlanta, GA)
- … investment management assets in a banking, broker-dealer or registered investment advisor related role, preferred. + Experience with Money Guide ... & Scope Responsible for developing, managing and maintaining revenue generating investment and trust relationships. Knowledge, Skills & Abilities + Knowledge of… more
- Principal Financial Group (Atlanta, GA)
- …and presentation skills. If you have extensive knowledge of the financial markets, investment products, and building advisor relationships - then this may be ... and Green Card for Employment-Based Immigrants (https://www.uscis.gov/green-card/green-card-eligibility/green-card-for-employment-based-immigrants) ** Investment Code of Ethics** For Principal Asset… more
- Sands Investment Group (Marietta, GA)
- …real estate firms as named by RE Forum, is seeking a highly motivated Senior Investment Sales Advisor to join our dynamic and collaborative company and be a ... Sands Investment Group (SIG), one of the nation's fastest...build a business around them to foster continued success. Investment possibilities: Most brokers get into the business to… more
- Navy Federal Credit Union (Sandy Springs, GA)
- …and services to achieve the financial client's goals as a registered representative/ advisor /agent of Navy Federal Investment Services (NFIS) and subsidiaries, or ... financial firms. Manage smaller dollar volume account size and less complex investment needs. Partners with and refers advanced financial planning needs to NFIS… more
- Truist (Atlanta, GA)
- …following job description:** The Foundations & Endowments Specialty Practice (FESP) Institutional Investment Manager II is a senior level manager who contributes to ... providing solutions and guides the implementation of strategic and tactical investment strategies in coordination along with senior team leaders. The incumbent… more
- JPMorgan Chase (Suwanee, GA)
- …are offered through JP Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made available ... strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting...to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive… more
- BlackRock (Atlanta, GA)
- …(or progress toward completion) + Strong financial services background with knowledge of investment trends and advisor practices + Exceptional verbal and written ... in US Wealth Advisory. The group has exceptional access to the investment teams, resources, and strategies within BlackRock. Alternative Investment Specialists… more
- Truist (Lilburn, GA)
- …profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment ... and policies. 3. Keep abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting mass affluent… more
- Guardian Life (Atlanta, GA)
- …laws (inclusive of NAIC). + 3-5 years of broker-dealer and registered investment advisor compliance experience, with experience at an insurance-affiliated ... supporting the Law Department's Mission to be a trusted advocate and advisor to drive strategic solutions that advance Guardian's purpose, priorities, and values.… more
- BlackRock (Atlanta, GA)
- …BlackRock Model Portfolios + Implement customized portfolio solutions in conjunction with the advisor 's investment goals + Deliver fiduciary and investment ... preeminent asset management firms and a premier provider of global investment management, risk management and advisory services to institutional, intermediary and… more
- Ankura (Atlanta, GA)
- …mortgage lending, consumer collections agencies and securities/brokerage [broker dealer, registered investment advisor , exempt registered advisor ] and ... cannabis is the ideal candidate; + Knowledge of license acquisition and maintenance for some of the above license types is required; + Working knowledge of NMLS system is required; + Willing to build and maintain strong working relationships with colleagues… more
- Ankura (Atlanta, GA)
- …mortgage lending, consumer collections agencies and securities/brokerage [broker dealer, registered investment advisor , exempt registered advisor ] and ... cannabis is the ideal candidate; + Knowledge of license acquisition and maintenance for some of the above license types is required; + Working knowledge of NMLS system is required; + Willing to build and maintain strong working relationships with colleagues… more
- BlackRock (Atlanta, GA)
- …fund wholesaler (external) + Strong financial services background with knowledge of investment trends and advisor practices + Exceptional verbal and written ... Model Portfolios and Model Portfolio landscape. + Deliver fiduciary and investment insights through portfolio construction conversations. + Accelerate the growth of… more
- Bank of America (Atlanta, GA)
- …and controls within Investment Products, Portfolio Construction, the Chief Investment Office, Financial Advisor Activities, Banking Product Sales, Licensed ... Supervision, Registration & Licensing, Data Management, Trust and Estate Settlement Services, Philanthropic Solutions, among other Wealth Management areas. Additional activities would include data extraction from multiple sources, documenting audit work, and… more
- Bank of America (Atlanta, GA)
- Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Honolulu/Merrill-Experienced-Financial- Advisor \_24007333) **Job Description:** Merrill Wealth Management is a leading… more
- Edward Jones (Marietta, GA)
- …If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to ... estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your...offices in the US and Canada than any other investment firm, serving over eight million clients. Our financial… more
- Principal Financial Group (Atlanta, GA)
- **What You'll Do** We are seeking an ** Advisor Relationship Consultant** that will drive trust, deepen strong relationships, provide satisfaction, and be the expert ... for our products, tools, and services to our advisor partners. This is an excellent opportunity to help...5 months of employment: + Successful Registration as an Investment Company Products/Variable contracts Limited Representative (FINRA Series 6… more
- Bank of America (Tucker, GA)
- Financial Solutions Advisor Registration Candidate -NE Georgia Loganville, Georgia;Dacula, Georgia; Winder, Georgia; Tucker, Georgia; Chamblee, Georgia **To proceed ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Loganville/Financial-Solutions- Advisor -I--Consumer-Investments-NE-Georgia\_25037033-2) **Job Description:** At Bank of America, we are… more
- Thrivent Financial (Peachtree Corners, GA)
- …contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income ... through commissions and incentives based on your success. As a Thrivent Financial advisor , you will: + Build a financial practice guiding Christians on their… more
- Edward Jones (Alpharetta, GA)
- …the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client ... our sole profit center. And as an Edward Jones advisor , you're at the helm. That's why we provide...the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their… more
