- Truist (Alpharetta, GA)
- …JOB SUMMARY Provide consultative, sales and technical support to one or more Financial Advisors, working closely with the Financial Advisors to meet the ... clients and actively sourcing prospective clients. Provides leadership to the Financial Advisor team, contributing to the short and long-term strategic planning… more
- Charles Schwab (Atlanta, GA)
- …Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and ... rewarding career in financial consulting, look no further than Schwab's Investment Consultant role. **In addition to the salary range, this role is also eligible… more
- WTW (Atlanta, GA)
- …health and welfare or health management plan design/management in a consulting, brokerage , or carrier/vendor environment. + Strong financial skills, with ... Support the development of CCMU marketing materials, client-facing collateral, and consultant training materials. + Coordinate local office outreach activities and… more