UNKNOWN

FEED

Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.

Truist Financial Corporation

Premier Advisor - Kennesaw, GA

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Premier Advisor - Roswell Or Alpharetta, GA

Completion or enrollment in professional level certification programs (preference in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst.(CFA), Accredited Asset Management Specialist AAMS®, Certified Trust and Financial Advisor CTFA®, Chartered Life Underwriter CLU®, CRPC® – Chartered Retirement Planning Counselor, or ChFC® – Chartered Financial Consultant®. Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services.

Truist Bank

Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. (In a de novo circumstance [limited established portfolio of clients upon job entry], serves to establish new managed portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint).

Premier Advisor - Roswell or Alpharetta, GA

Please review the following job description: The Wealth Brokerage Onboarding and Transition Manager will report to the Truist Wealth Onboarding Manager and is responsible developing and managing the on-site execution of an onboarding event to maximize the profitability of the Firm''s investment in a newly-recruited Financial Advisor or team. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.

Truist Financial Corp

Wealth Brokerage Onboarding Transition Manager

The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA).

Raymond James Financial Inc

Registered Client Service Associate (Atlanta, GA)

Ensure the "Agency System" is executed effectively within the Agency to produce business results and to meet Agency scorecard objectives, by providing guidance and coaching to associates through midweek updates, weekly debriefs, observation and coaching, joint field activity, skill building/training sessions, and other available resources. Work with Staff Managers and Financial Representatives to schedule appointments to network and prospect with current and prospective clients, small businesses, community groups, as well as build relationships with local affinity groups.

At Western & Southern Life, we adhere to a basic principle: exceptional service to our policyholders. High-quality, personalized service has always been, and continues to be, our company's primary objective. Through our affiliate companies and a growing staff of financial representatives, we can help you with <a href="https://www.westernsouthern.com/wslife/products/life-insurance" target="_self">life insurance</a>, <a href="https://www.westernsouthern.com/wslife/services/retirement-planning" target="_self">retirement solutions</a> and evaluation of your financial needs and goals.
With 123 offices operating in 23 states and Washington D.C., as well as a Cincinnati-based contact center, you have access to financial representatives who will review your needs and work with you to find financial solutions that fit your budget. This personal touch has made us what we are today — a financial institution recognized throughout the industry for its outstanding strength and stability.
Western & Southern Life is a member of Western & Southern Financial Group — a Fortune 500 company headquartered in Cincinnati, Ohio — along with our strategic partners, Western-Southern Life Assurance Company and W&S Brokerage Services, Inc.

Western & Southern Life

Agency Manager

Summary: The Senior Investment Advisory Compliance Analyst supports the Investment Advisory Compliance Administration Team and serves as a primary point of contact for financial advisors, advisor support staff, and internal business partners. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.

YEAR

Osaic Inc

Senior Compliance Analyst - Investment Advisory

FULL_TIME

Portfolio Operations & Support Assist in the day-to-day management and monitoring of client portfolios, including trade execution, settlements, cash management, tax lost harvesting, and rebalancing. | Licensing | Incumbent must be contracted to the Northwestern Mutual Wealth Management Company (NMWMC) as an Associate Wealth Management Advisor (AWMA) and complete appropriate contracting and registration requirements to include: Employed by a NMWMC Advisor.

Rowan Capital Group

Investment Operations and Portfolio Specialist

This role combines deep investment expertise, operational excellence, and relationship management to coordinate portfolio strategy approvals, ongoing investment monitoring, and policy adherence. NCF is an industry leader in accepting gifts of appreciated assets such as stocks, real estate, and business interests, which enable givers to save taxes and maximize charitable gifts.

Financial Representative Jobs in Alpharetta, GA

Premier Advisor - Kennesaw, GA Truist Financial Corporation

Premier Advisor - Roswell Or Alpharetta, GA Truist Financial Corporation

Premier Advisor - Kennesaw, GA Truist Bank

Premier Advisor - Roswell or Alpharetta, GA Truist Bank

Wealth Brokerage Onboarding Transition Manager Truist Financial Corp

Registered Client Service Associate (Atlanta, GA) Raymond James Financial Inc

Premier Advisor - Roswell or Alpharetta, GA Truist Financial Corp

Premier Advisor - Kennesaw, GA Truist Financial Corp

Agency Manager Western & Southern Life

Senior Compliance Analyst - Investment Advisory Osaic Inc

Investment Operations and Portfolio Specialist Rowan Capital Group

Senior Investment Oversight Associate National Christian Foundation

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