124 Results for

Financial Representative Jobs in Alpharetta, GA

Experienced Or Entry Level Financial Advisor

The Piedmont Group

$70000 - $150000

Dunwoody, GA

At The Piedmont Group, advisors gain a true strategic partner—one that respects your experience, supports your vision, and helps you build a stronger, more scalable business. Maximize your success with a culture built around ultra-competitive planning, investment solutions and protection, collaboration with top financial professionals, genuine inclusion, and a wide range of support.

1 day ago
Transitions Manager - (travel / remote) - wealth management

Jobot

$90000 - $115000

College Park, GA

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. You will work closely with both internal and external stakeholders, and advisors to ensure a seamless transition experience, leveraging your expertise to address challenges, streamline processes, and enhance client satisfaction.

Today
Territory Sales Representative

Herc Rentals Inc

$30000 - $35000

College Park, GA

Founded in 1965, Herc Rentals is one of the leading equipment rental suppliers in North America with 2025 total revenues reaching approximately $4.4 billion. Please be advised that the actual salary offered for any position is subject to the company's sole discretion and may be influenced by various factors, including but not limited to the candidate's qualifications, experience, location, and overall fit for the role.

Today
Sales Representative

US Health Advisors

$90000 - $150000

Atlanta, GA

In this fully remote role, you’ll speak with pre-qualified individuals and families across the U.S., helping them understand and choose private and supplemental health insurance options that suit their circumstances. You’ll benefit from structured training, ongoing guidance, and a clear path to increase your earnings.

2 days ago
Sales Account Representative

NX Direct

$55000 - $80000

Atlanta, GA

Bachelors degree is preferred - Most Common Considered Majors: Marketing, Management, Communications, Public Relations, Business Administration, Economics, Political Science, and Business & Entrepreneurship. Our commitment to our team is to provide a positive environment where like-minded people can network while gaining experience in all facets of business and leadership.

6 days ago
Associate Wealth Advisor

Colony Capital

Atlanta, GA

Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.

7 days ago
Senior Commercial Banking Sales Manager

First Horizon Bank

Atlanta, GA

Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position: Bachelor (4-year college) degree, 15+ years of experience or equivalent combination of education and experience .

9 days ago
College Financial Representative, Internship Program

Northwestern Mutual

$500 - $1000

Alpharetta, Georgia

Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. Overview: College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up.

7 days ago
Financial Representative

Western & Southern Life

PEACHTREE COR, Georgia

Organization : Name: ATLANTA GA Default: Location : City: PEACHTREE COR Overview: The purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation; analyzing needs; and recommending and selling the corresponding financial solutions. Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; Visual acuity is required to determine accuracy, neatness, and thoroughness of work.

30+ days ago
Financial Services Representative

Meron Financial Agency

$150000 - $200000

Gainesville, GA

Whether you're brand new to the industry or a seasoned pro, we'll give you the mentorship, tools, and proven system to help you grow without limits. We're not just building careers—we're building leaders, entrepreneurs, and legacies.

9 days ago
Financial Services Representative - SIE (Alpharetta, GA)

Morgan Stanley E-TRADE

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 via incoming calls and answer various questions related to their stock portfolios. A bachelor’s degree in Finance, Business Management or Administration, or have an equivalent combination of education, training and experience (1 year of work experience can substitute 1 year of education).

30+ days ago
Financial Advisor

Northwestern Mutual

$61000 - $250000

Atlanta, Georgia

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.

7 days ago
Financial Advisor – Fully Remote (Atlanta area or Southeast)

Professions Inc

Atlanta, GA

Experienced Financial Advisors who do not yet have a portable book of business but have a proven history of prospecting, selling, and building client relationships; and wants to investigate becoming an independent financial advisor. This role is well suited for either: Experienced Financial Advisors who already manage a book of business and are seeking a new platform towards higher payouts and fuller or complete independence, or.

30+ days ago
Atlanta- Financial Advisor

Coastal Wealth

$70000 - $100000

Atlanta, GA

Here, you’ll have the freedom to run your practice like a business, backed by industry-leading tools, innovative products, and an experienced support team that’s invested in your success. Join Coastal Wealth as a Financial Advisor and help individuals, families, and business owners navigate their financial futures with confidence and clarity.

8 days ago
Financial Advisor

First Command Financial Services, Inc.

Alpharetta, GA

We have a specialized licensing and comprehensive training program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial Advisor career. We offer professional development: including progressive leadership programs through classroom training and annual workshops to help prepare you for future leadership opportunities.

30+ days ago
Financial Advisor and Portfolio Management

Avery Partners

$80000 - $120000

Dunwoody, GA

Since 2000, the firm has delivered exceptional financial planning and wealth management services to high-net-worth clients nationwide, grounded in the values of honesty, integrity, empathy, professionalism, and proactive communication. Reporting directly to the Chief Investment Officer, this individual will play a pivotal role in investment research, portfolio construction, and client engagement, while also supporting business development initiatives.

30+ days ago
Financial Advisor

MassMutual

$50000 - $150000

Atlanta, GA

Let’s partner together in support of the values we share with each other: Enjoying flexibility: build your business the way that’s right for you – we respect your experience and expertise. Concierge-level support including access to priority in force service, new business and underwriting, advanced sales support, and dedicated compliance resources.

7 days ago
Senior Financial Advisor – Experienced Professionals

First Command Financial Services, Inc.

Marietta, GA

Develop and implement sophisticated financial plans that integrate investment management, retirement income planning, tax strategies, insurance solutions, day-to-day finances, and estate considerations—tailored to the unique needs of military families. This independent contractor role offers the opportunity to work with existing First Command clients, deepen long-term client relationships, and grow your business through a high-touch, consultative approach.

8 days ago
Senior Financial Analyst

Stride, Inc.

Atlanta, Georgia

This position is virtual and open to residents of the 50 states, D.C. COMPENSATION & BENEFITS: Stride, Inc. considers a person's education, experience, and qualifications, as well as the position's work location, expected quality and quantity of work, required travel (if any), external market and internal value when determining a new employee's salary level. This position prepares and reviews a variety of complex financial data and reports as well as monitors trends in order to formulate strategies and provide insight to key executive stakeholders.

2 days ago
Deal Desk Financial Analyst

Fiserv

Alpharetta, GA

At Fiserv, a successful Deal Desk Finance Analyst plays a key role in supporting the sales organization by analyzing and structuring complex renewal deals for financial institutions, ensuring the inclusion of correct solutions, contractual terms, and pricing elements. + Assist in developing content, reviewing pricing proposal materials, and ensuring that proposals are tailored to meet client needs while aligning with the Fiserv solution offerings.

30+ days ago
AVP, Treasury - Financial Planning and Analysis

Synchrony

Alpharetta, GA

Good communication skills: Strong communication (verbal and written) and interpersonal skills, with the ability to effectively collaborate with cross-functional teams and communicate complex concepts to senior management and regulatory agencies. The successful candidate will play a key role in creating a funding plan to support the Op Plan and all other planning sessions, support preparation of the ALCO meeting and support of strategic initiatives across multiple functions.

7 days ago
Work From Home - Entry-Level Financial Services Consultant II

Virgo & Aries LLC

Clarkston, GA

You’ll receive training, mentorship, and support to earn the licenses required to work with clients in areas such as life insurance, retirement planning, and basic investment strategies. This role is ideal for people who want to build a career helping families improve their financial futures, even if they’re starting with no prior industry experience.

25 days ago
Financial Billing Analyst

Fiserv

Alpharetta, GA

Review and analyze complex and multi-business unit client contracts for proper billing set up; work with account management and product teams to ensure client is billed as expected. With strong analytical skills to interpret contract language and perform variance / trend analysis, while possesses strong technical skills and ability to manage data accurately and efficiently.

30+ days ago
Financial Analyst III - Healthcare

WM

$84300 - $143770

Atlanta, GA

WM serves nearly 25 million customers in residential, commercial, industrial and municipal markets throughout North America through a network of collection operations, transfer stations, landfills, recycling facilities and waste-based energy production projects. + Education: Bachelor's degree (accredited) in Accounting, Business Administration or similar area of study, or in lieu of degree, High School Diploma or GED (accredited) and four years of relevant work experience.

30+ days ago
Client Success Representative (Sales)

Thread HCM

Alpharetta, GA

Building Partner/Center of Influence Network - Once you meet with current clients that have partners (ben brokers, CPAs, financial advisors that aren't currently worked by outside sales reps), this position will engage those partners to begin referral relationship. The focus of this role is to create an excellent experience for clients and prospects by always Owning It & Delivering WOW, coordinating with sales and operations, and focusing on a world-class customer experience that leads to record retention.

30+ days ago
Inbound Sales Representative

Peachy Insurance

Atlanta, GA

Address questions and find solutions for clients by assisting with customer questions or concerns, setting expectations, and completing any follow-up work from client interactions. When people need help with their insurance products, they want a friendly, reliable, and educational experience.

30+ days ago
Part Time Inbound Sales Representative

Peachy Insurance

Atlanta, GA

Address questions and find solutions for clients by assisting with customer questions or concerns, setting expectations, and completing any follow-up work from client interactions. When people need help with their insurance products, they want a friendly, reliable, and educational experience.

30+ days ago
Farmers Insurance Sales Representative

OneStop Shop Services

$50000 - $80000

suwanee, GA

If you're looking for a rewarding career where you can make a real difference, build meaningful relationships, and grow alongside a supportive team in a vibrant community, then OneStop Shop Services is the place for you. We believe in building genuine connections with our clients, acting as more than just salespeople, but as trusted partners in their financial well-being.

2 days ago
Sales Development Representative

Synerfac Technical Staffing

Atlanta, GA

For our clients - we provide staffing services that enable them to focus on their core competencies which will add value to their businesses. We provide technical staffing services and help businesses grow by solving their biggest recruitment challenges.

7 days ago
Pharmaceutical Sales Representative Opportunity with Galt Phranchisee, King Pharma USA, INC., for the Alpharetta, GA Territory

GALT Pharmaceuticals

Alpharetta, GA

Incumbents and candidates who possess an entrepreneurial spirit, and the ability to identify both opportunities and solutions that result in a value-based relationship with accounts as well as profitably make a return on investment for the Phranchise Owner are well suited for this dynamic and challenging position. Candidates acknowledge that this is an opportunity to be employed or contracted with Galt Phranchisee, King Pharma USA, INC., who is licensed to promote and market Galt Pharmaceutical's products in the Alpharetta, GA territory.

30+ days ago
Pharmaceutical Sales Representative Opportunity with Galt Phranchisee, King Pharma USA, INC., for the Decatur, GA Territory

GALT Pharmaceuticals

Decatur, GA

Incumbents and candidates who possess an entrepreneurial spirit, and the ability to identify both opportunities and solutions that result in a value-based relationship with accounts as well as profitably make a return on investment for the Phranchise Owner are well suited for this dynamic and challenging position. Candidates acknowledge that this is an opportunity to be employed or contracted with Galt Phranchisee, King Pharma USA, INC., who is licensed to promote and market Galt Pharmaceutical's products in the Decatur, GA territory.

30+ days ago
Pharmaceutical Sales Representative Opportunity with Galt Phranchisee, King Pharma USA, INC., for the Roswell, GA Territory

GALT Pharmaceuticals

Roswell, GA

Incumbents and candidates who possess an entrepreneurial spirit, and the ability to identify both opportunities and solutions that result in a value-based relationship with accounts as well as profitably make a return on investment for the Phranchise Owner are well suited for this dynamic and challenging position. Candidates acknowledge that this is an opportunity to be employed or contracted with Galt Phranchisee, King Pharma USA, INC., who is licensed to promote and market Galt Pharmaceutical's products in the Roswell, GA territory.

30+ days ago
Pharmaceutical Sales Representative Opportunity with Galt Phranchisee, King Pharma USA, INC., for the Stone Mountain, GA Territory

GALT Pharmaceuticals

Stone Mountain, GA

Incumbents and candidates who possess an entrepreneurial spirit, and the ability to identify both opportunities and solutions that result in a value-based relationship with accounts as well as profitably make a return on investment for the Phranchise Owner are well suited for this dynamic and challenging position. Candidates acknowledge that this is an opportunity to be employed or contracted with Galt Phranchisee, King Pharma USA, INC., who is licensed to promote and market Galt Pharmaceutical's products in the Stone Mountain, GA territory.

30+ days ago
Sales Representative - BC (Savannah, GA)

Fiserv

Alpharetta, GA

Be the Catalyst for Growth: Travel across the greater Georgia area, partnering with Financial Institutions to bring Clover’s cutting-edge solutions to merchants, sparking success wherever you go. You will be on the frontlines of innovation, connecting small and medium-sized businesses (SMBs) with Clover, our award-winning point-of-sale and business management platform.

30+ days ago
Sales Representative

Fiserv

Atlanta, GA

Be the Catalyst for Growth: Travel across the greater Georgia area, primarily Atlanta partnering with Financial Institutions to bring Clover’s cutting-edge solutions to merchants, sparking success wherever you go. You will be on the frontlines of innovation, connecting small and medium-sized businesses (SMBs) with Clover, our award-winning point-of-sale and business management platform.

30+ days ago
Sales Representative BC - Atlanta

Fiserv

Alpharetta, GA

You will be on the frontlines of innovation, connecting small and medium-sized businesses (SMBs) with Clover, our award-winning point-of-sale and business management platform. What you will do: Be the Catalyst for Growth: Travel across the assigned territory, partnering with Financial Institutions to bring Clover’s cutting-edge solutions to merchants, sparking success wherever you go.

30+ days ago
Sales Representative BC - Savannah

Fiserv

Alpharetta, GA

Be the Catalyst for Growth: Travel across the greater area, partnering with Financial Institutions to bring Clover’s cutting-edge solutions to merchants, sparking success wherever you go. You will be on the frontlines of innovation, connecting small and medium-sized businesses (SMBs) with Clover, our award-winning point-of-sale and business management platform.

30+ days ago
Remote Sales Development Representative

Peachy Insurance

Atlanta, GA

Here is what WE have to offerBase Salary + Bonus Opportunities– We pay $17/hr starting salary (which can go to $20/hr is as quickly as 3 months) and our top SDR’s average $800 in monthly bonuses! Described by our employees as the “best place to work” and the “#1 at balancing sales and morals”, we are on the hunt for talented and driven individuals to join our sales team.

30+ days ago
Field Service Representative (FSR)

The One 23 Group

Atlanta, GA

Decommission laptops, desktops, wireless devices, mobile devices, hardware/software, printers, and other IT peripherals in accordance with DeCA processes compliant with security procedures for turn-in to Defense Logistics Agency (DLA) Disposition Services; to include tagging and destruction of internal/external hard drives. The Field Service Support Structure provides dedicated Senior Computer User Support Specialist (Field Service Representatives (FSR)) with the skills and experience to address complex technical and management issues, delivering on-site support to commissaries to meet all Acceptable Quality Levels (AQLs) and deliverables.

30+ days ago
Senior Collection Representative

Fiserv

Marietta, GA

Previous experience in bank collections, credit card collections, mortgage collections, medical collections, or commercial collections. You will manage a dedicated queue of 100-200 accounts, typically ranging from $10,000 to $500,000 in balances and 30 days delinquent.

30+ days ago
Field Sales Representative

TF Partners Inc.

Marietta, GA

This full-time opportunity offers flexibility, uncapped income, and a chance to make a real impact by helping individuals and businesses access affordable health benefit solutions. We're seeking a motivated Field Sales Representative to join our growing team.

30+ days ago
Licensed Customer Service Representative

Jeremy Bradley Country Financial

$36000 - $50000

Cumming, GA

Situated in the heart of Cumming, this hybrid role offers a unique opportunity to engage directly with our valued clients and be an integral part of our dynamic office culture. Known for our commitment to fostering a positive work environment and providing excellent customer care, we invite you to become a key contributor in delivering unparalleled service.

30+ days ago
Virtual Customer Representative - Remote

TrueVantage Solutions

Atlanta, GA

Here’s what sets this remote role apart: Unlimited Earning Potential: Your hard work directly translates into uncapped commissions, putting your financial future in your hands. Quality Leads, No Cold Calling: We provide you with pre-qualified clients, so you can focus on building meaningful relationships and helping people.

24 days ago
Business Services Representative (Small Business Specialist)

First Citizens Bank

Atlanta, Georgia

Required Skill(s): Application of a structured sales process, Providing financial guidance and expertise, Financial literacy, Knowledge of retail and wealth solutions (referred), Knowledge of business deposit and cash management solutions, Business development, Networking and building centers of influence. Operations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures.

30 days ago
Customer Service Representative - Finance & Banking

Pyramid Consulting, Inc

$30 - $31

Atlanta, GA

2 years of experience in a call center setting, focused on areas such as financial risk management, fraud prevention, payments/merchant service processing, banking operations, or fintech. High-Stakes De-escalation: Serve as a calm, empathetic voice for merchants facing stressful financial holds, turning difficult conversations into professional, resolution-based experiences.

30+ days ago
Outside Sales Representative

Sunstate Equipment

Buford, GA

Plus, with benefits like Baby Bonding, My Holiday vacation time, and discounts on everything from movie tickets to cell phone bills, we're constantly evolving our resources to provide our people with tools to make their lives easier! The Outside Sales Representative (OSR) is responsible for growing revenue and market share by acquiring new business and expanding relationships within existing accounts.

6 days ago
Customer Service Representative

Peachtree Pest Control

$16 - $18

Woodstock, GA

At Peachtree Pest Control, we pride ourselves in offering the most effective and efficient pest control management solutions to residents and business owners of the Atlanta, Augusta, Fayetteville, Woodstock, Suwanee, Marietta, Hiram, South Carolina, and North Carolina areas at affordable prices. Resolve service problems by clarifying the customer's complaint; determine the cause of the problem, select, and explain the best solution to solve the problem and expedite the correction or adjustment to ensure satisfactory resolution.

30+ days ago
Field Sales Representative

Altitude Development Group

Conyers, Georgia

We will train you to call on small and medium-sized businesses that operate in a variety of industries, meeting face-to-face with business owners and decision-makers to offer some of the industry's best supplemental insurance products and services to them and their employees. Follow up on provided sales leads and cold-call on businesses in person, balancing "cold" lead generation and sales with your warm leads and appointments with existing clients.

15 days ago
Outside Sales Representative

Altitude Development Group

Acworth, Georgia

We will train you to call on small and medium-sized businesses that operate in a variety of industries, meeting face-to-face with business owners and decision-makers to offer some of the industry's best supplemental insurance products and services to them and their employees. Ifyou are passionate about making a positive impact and helping others,we're seeking an Outside Sales Representative who is driven to connect with people and make a real difference in their lives.

17 days ago
Direct Sales Representative

Altitude Development Group

Cumming, Georgia

We will train you to call on small and medium-sized businesses that operate in a variety of industries, meeting face-to-face with business owners and decision-makers to offer some of the industry's best supplemental insurance products and services to them and their employees. Follow up on provided sales leads and cold-call on businesses in person, balancing "cold" lead generation and sales with your warm leads and appointments with existing clients.

17 days ago