Sales Development Representative CMA CGM (America) LLCSales Development RepresentativeAtlanta, Ga$62,000–$65,000 / yearWork in concert with field sales representative to promote trade/line initiatives to include, but not limited to campaigns, eBusiness and value-added services, growing customer profile by researching and identifying market opportunities, gather competitive intelligence, qualify sales leads and shipping opportunities via NOVA Business, develop and maintain both customer and trade-lane specific business plans, submission of customer credit applications, etc. This position serves as the principal CMA CGM contact for all customer rate inquiries for either import or export cargo, is responsible for maintaining understanding of trade lanes to effectively grow our market share, partners with field sales and works with trade/line to provide quotations, organizes and expedites customer contracts to ensure proper construction and filing of agreed terms and conditions, and expediting all issues by quickly resolving to reduce service failures or loss of business.
Senior Financial Management Subject Matter Expert ARCTICOM LLCSenior Financial Management Subject Matter ExpertWarner Robbins AFB, GAArcticom, LLC provides network and systems administration, enterprise architecture and resource planning, certification and accreditation, software design, programming, maintenance of telecommunications and land mobile radio equipment and systems, help desk support and IT transformation services among other services. Thorough understanding of Oracle E-Business Financial Suite, Oracle R12, Oracle 11i: Procure to Pay, Accounts Receivable, General Ledger, Inventory, cash management and Sub-Ledger Accounting.
Financial Advisor The Piedmont GroupFinancial AdvisorDunwoody, GA$70,000–$160,000 / yearWhether you're an experienced advisor seeking greater independence or a motivated professional ready to launch a career in wealth management, we provide the mentorship, resources, and support to help you build a successful, long-term practice. As a MassMutual General Agency affiliated with one of the nation's Top 7 Independent Broker-Dealers, we combine the financial strength and stability of an industry leader with the flexibility and independence today's advisors value.
Remote Sales Representative Reineke AgencyRemote Sales RepresentativeDublin, GARemoteThis is a 1099 independent contractor opportunity that gives you the freedom to build your own business on your schedule, backed by a proven system, hands-on mentorship, and real growth potential. We are currently seeking a Remote Sales Representative who is coachable, motivated, and passionate about helping people make confident financial decisions.
NewOutside Sales Representative Sunstate EquipmentOutside Sales RepresentativeMarietta, GAPlus, 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! We are working hard to challenge the typical ways of business and develop an environment where our employees feel safe, comfortable, and look forward to coming to work.
College Financial Representative, Internship Program Northwestern MutualCollege Financial Representative, Internship ProgramAtlanta, Georgia$500–$1,000 / yearInternOur 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.
Financial Representative - Seeking Growth Modern WoodmenFinancial Representative - Seeking GrowthRome, GeorgiaPossessing a competitive nature or experience as a former athlete (basketball, baseball, football, soccer, track, running, hockey, diving, rugby, lacrosse, swimming, try-athletics, golf, tennis, pickleball, coach, athletic trainer, fitness trainer, etc.) is a bonus. The Role of Financial Representative: As a Financial Representative at Modern Woodmen, you play a pivotal role in addressing members’ financial needs, demonstrating leadership in the community, and supporting the continued growth of the local office.
Financial Services Representative - State Farm Agent Team Member Kaitlin PonceFinancial Services Representative - State Farm Agent Team MemberAtlanta, GeorgiaAt Kaitlin Ponce's State Farm Agency we offer a unique model with a base salary , an existing book of clients , and world-class investment products —so you can focus on what you do best: helping people achieve financial confidence. Location: In Office: Qualified candidates (in or near hub location listed) should plan to spend time working in the office with clients as part of our work environment.
Financial Representative - Seeking Growth Nungesser Region - Modern Woodmen of AmericaFinancial Representative - Seeking GrowthAthens, GA$97,000–$192,000 / yearPossessing a competitive nature or experience as a former athlete (basketball, baseball, football, soccer, track, running, hockey, diving, rugby, lacrosse, swimming, try-athletics, golf, tennis, pickleball, coach, athletic trainer, fitness trainer, etc.) is a bonus. The Role of Financial Representative: As a Financial Representative at Modern Woodmen, you play a pivotal role in addressing members’ financial needs, demonstrating leadership in the community, and supporting the continued growth of the local office.
Financial Services Representative - State Farm Agent Team Member Kaitlin Ponce - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberAtlanta, GAAt Kaitlin Ponce's State Farm Agency we offer a unique model with a base salary, an existing book of clients, and world-class investment products—so you can focus on what you do best: helping people achieve financial confidence. Location: In Office: Qualified candidates (in or near hub location listed) should plan to spend time working in the office with clients as part of our work environment.
NewFSR (Financial Sales Representative) First Volunteer BankFSR (Financial Sales Representative)LaFayette, GAEducate customers and prospects on emerging bank technology and digital solutions such as mobile banking, online banking, ATM solutions, and mobile deposit in order to make life better and easier for Builtwell Bank Customers. Job Duties and Primary Responsibilities: FSR responsibilities include, but are not limited to the following: Represent Builtwell Bank with integrity inside the branch and in the community and ethically work within established policies and procedures while delivering world class, second to none customer service.
Financial Service Representative Heights Finance CorporationFinancial Service RepresentativeStone Mountain, Georgia$16.50–$23 / hourFull timeResponsibilities: As a Financial Service Representative , you’ll be at the heart of our customer experience—delivering exceptional service, building lasting relationships, and helping individuals secure the financial solutions they need. Other company perks include access to the Employee Assistance Program, Emergency Relief Fund, Attain4All, Tuition Reimbursement, Leadership Development Programs, and potential to earn through the Monthly Bonus Program.
Financial Service Representative, Bilingual Spanish Heights Finance CorporationFinancial Service Representative, Bilingual SpanishLawrenceville, GA$16.50–$23 / hourAs a Financial Service Representative - Bilingual Spanish, you'll be at the heart of our customer experience-delivering exceptional service, building lasting relationships, and helping individuals secure the financial solutions they need. Other company perks include access to the Employee Assistance Program, Emergency Relief Fund, Diversity and Inclusion Council, Tuition Reimbursement, Leadership Development Programs, and potential to earn through the Monthly Bonus Program.
Financial Services Representative – State Farm Agent Team Member Barry Hancock - State Farm AgentFinancial Services Representative – State Farm Agent Team MemberRoswell, GASuccessful State Farm Agent is seeking a qualified professional to join their winning team for the role of Financial Services Representative – State Farm Agent Team Member. Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams.
Financial Services Representative - State Farm Agent Team Member Ryan Young - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberKennesaw, GAROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Ryan Young - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options.
Financial Service Representative, Bilingual Spanish Attain FinanceFinancial Service Representative, Bilingual SpanishLawrenceville, Georgia$16.50–$23 / hourFull timeResponsibilities: As a Financial Service Representative - Bilingual Spanish, you’ll be at the heart of our customer experience—delivering exceptional service, building lasting relationships, and helping individuals secure the financial solutions they need. Other company perks include access to the Employee Assistance Program, Emergency Relief Fund, Attain4All, Tuition Reimbursement, Leadership Development Programs, and potential to earn through the Monthly Bonus Program.
Financial Service Representative Attain FinanceFinancial Service RepresentativeSavannah, Georgia$15.25–$21.75 / hourFull timeResponsibilities: As a Financial Service Representative , you’ll be at the heart of our customer experience—delivering exceptional service, building lasting relationships, and helping individuals secure the financial solutions they need. Other company perks include access to the Employee Assistance Program, Emergency Relief Fund, Attain4All, Tuition Reimbursement, Leadership Development Programs, and potential to earn through the Monthly Bonus Program.
Financial Services Representative - State Farm Agent Team Member Ryan YoungFinancial Services Representative - State Farm Agent Team MemberKennesaw, GeorgiaROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Ryan Young - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options.
Financial Services Representative - State Farm Agent Team Member Brian Brakefield - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberMcdonough, GAROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Brian Brakefield - State Farm Agent, you will successfully market the financial products that manage everyday risks. As a United States Army and Clayton County Police Department Veteran, Brian leads with integrity, discipline, and a deep commitment to protecting families and serving the community.
Financial Services Representative World Acceptance CorporationFinancial Services RepresentativeGriffin, GA$15–$18 / hourWorld Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation.
Financial Service Representative CURO Group Holdings CorpFinancial Service RepresentativeGA$16.50–$23 / hourAs a Financial Service Representative, you'll be at the heart of our customer experience-delivering exceptional service, building lasting relationships, and helping individuals secure the financial solutions they need. Other company perks include access to the Employee Assistance Program, Emergency Relief Fund, Diversity and Inclusion Council, Tuition Reimbursement, Leadership Development Programs, and potential to earn through the Monthly Bonus Program.
Financial Service Representative, Bilingual Spanish CURO Group Holdings CorpFinancial Service Representative, Bilingual SpanishLawrenceville, GA$16.50–$23 / hourAs a Financial Service Representative - Bilingual Spanish, you'll be at the heart of our customer experience-delivering exceptional service, building lasting relationships, and helping individuals secure the financial solutions they need. Other company perks include access to the Employee Assistance Program, Emergency Relief Fund, Diversity and Inclusion Council, Tuition Reimbursement, Leadership Development Programs, and potential to earn through the Monthly Bonus Program.
Financial Services Representative Jamie McBeth - State Farm AgencyFinancial Services RepresentativeFAYETTEVILLE, GEORGIAWe are seeking a motivated, licensed professional with experience in financial services, investment sales, insurance sales, or wealth management who is passionate about helping clients build and protect their financial future. Financial Services Representative Salary Range 40,000 - 60,000 Established State Farm agency is hiring a Licensed Financial Services Representative with active Series 65, 6, and/or 63 licenses.
Financial Services Representative (Year-Up & Returning Interns) Morgan StanleyFinancial Services Representative (Year-Up & Returning Interns)Alpharetta, GeorgiaOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. A Typical Workday as a Financial Services Representative includes : Fielding inbound customer inquiries to assist customers with account related requests such as money movement, account updates, and trade requests.
Financial Services Representative - State Farm Agent Team Member Ryan Hendrix - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberBraselton, GABy accepting employment with a State Farm agent and/or successfully completing any licensing or training programs required by a State Farm agent, you are not guaranteed, promised or given any form of selection preference, should you choose to leave the agent’s employment and pursue the opportunity of becoming an independent contractor agent for State Farm Insurance Companies. You will be working to develop leads, solicit, consult and bind coverage to help customers manage their unique insurance and financial needs and while learning the logistics of managing a business and developing your skills and experience.
Financial Services Representative World FinanceFinancial Services RepresentativeLawrenceville, GeorgiaWorld Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek’s Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. Based in Greenville, SC, World reaches over one million customers annually – turning their financial possibility into reality through services like personal loans and tax preparation.
Field Sales Representative II, Financial Services Google LLCField Sales Representative II, Financial ServicesAtlanta, GADevelop and implement sales strategies to surpass revenue targets and build trusted, consultative relationships with customers, while leveraging emerging technology trends, market analysis, and knowledge of cloud solutions to showcase how Google Cloud can transform customers" business. As part of an entrepreneurial team in this rapidly growing business, you will play a key role in understanding the needs of our customers and help shape the future of businesses of all sizes use technology to connect with customers, employees and partners.
Financial Services Representative - State Farm Agent Team Member David Martinez - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberLawrenceville, GAEnthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams. LOOKING FOR ROCKSTAR WHO WANTS TO EXCEL AT THE ART OF BUILDING AND NURTURING RELATIONSHIPS AND CONSISTANT IMPROVEMENTS IN THE POETRY WHICH IS SALES.
Financial Account Representative – State Farm Agent Team Member Lisa Craddock - State Farm AgentFinancial Account Representative – State Farm Agent Team Memberstockbridge, GAAs a State Farm team member for Lisa Craddock - State Farm Agent, you will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance. Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred.
NewBilingual Financial Services Representative - Spanish Galin Vinasco - State Farm AgencyBilingual Financial Services Representative - SpanishNORCROSS, GEORGIAWe are seeking a motivated, licensed professional with experience in financial services, investment sales, insurance sales, or wealth management who is passionate about helping clients build and protect their financial future. About Us Our State Farm agency is committed to helping individuals, families, and small businesses protect and grow their financial future through personalized insurance and financial services.
Financial Services Representative – State Farm Agent Team Member Anthony Mcever - State Farm AgentFinancial Services Representative – State Farm Agent Team MemberWarner Robbins, GADevelop leads, schedule appointments, identify customer needs, and market appropriate products and services. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs.
Financial Advisor Northwestern MutualFinancial AdvisorAtlanta, Georgia$61,000–$250,000 / yearFull timeNorthwestern 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.
Financial Advisor – Atlanta, GA Coastal WealthFinancial Advisor – Atlanta, GAAtlanta, GA$70,000–$100,000 / yearHere, 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.
Financial Advisor Edward D Jones & Co LPFinancial AdvisorSmyrna, GA$45,000–$100,000 / yearBenefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model.
Financial Aid Advisor and Federal Work Study Coordinator Georgia College & State UniversityFinancial Aid Advisor and Federal Work Study CoordinatorMilledgeville, GAFaculty and staff are dedicated to student engagement and experiential learning through high-impact practices such as internships, service- and community-based learning, leadership development, study abroad opportunities, mentored undergraduate research and a capstone project that fosters intellectual curiosity, reasoned inquiry and critical thinking. The university prepares students for successful careers, leadership in communities, problem solving and life-long learning through personalized attention in a residential setting with opportunities for a variety of transformational experiences through its award-winning, high-impact practices.
NewFinancial Aid Advisor - II South University LLCFinancial Aid Advisor - IISavannah, GAThe South University 125-year story-past, present, and future-is a history formed by the many individuals who have developed the education and spirit of community that have become our pledge to students, faculty, staff, alumni and supporters of South University. REQUIRED QUALIFICATIONS: Education: Bachelor's degree in a related discipline or associate's degree and 3 years of related experience with federal and student financial aid, or 5 years of related experience with federal and student aid.
NewTeam Financial Advisor Bank of America CorpTeam Financial AdvisorAtlanta, GARequired Qualifications• Proven ability to engage with and influence others• Exceptional interpersonal and relationship building skills• Effective communication skills (written and verbal) - Proven ability to quickly build trust and credibility• Proven ability to assess needs of clients and recommend appropriate solutions/interventions• Proven ability to work collaboratively on a team and with key partners• Proven ability to listen and probe for clarity and understanding• Goal and results oriented• Ability to source clients through prospecting and networking• Ability to work in an environment where the majority of your compensation is tied to your performance• Strong follow-through skills• Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, ExcelDesired Qualifications• At minimum a Bachelor's Degree• Demonstrated track record of success• Proficiency in using Sales Force / Client Relationship Manager Tool• Strong understanding of the Financial Advisor roleThis position is subject to SAFE Act registration requirements. World class training throughout their career with Merrill Wealth Management• State of the art software programs to assist in your success• Access to a full array of investment and banking products for your clients• Coaches or mentors located within your office to work with you towards your successIdeal candidates:The Team Financial Advisor Development Program is designed for individuals ready to make a career transition and follow their passion of becoming a Financial Advisor.
Associate Financial Advisor Edward D Jones & Co LPAssociate Financial AdvisorMarietta, GAFull-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy.
Team Sponsored Launch - North Point Financial Advisors Thrivent Financial for LutheransTeam Sponsored Launch - North Point Financial AdvisorsRoswell, GAWhether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're: Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce). A diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, Thrivent offers advice, insurance, investments, banking and generosity products and programs.
Virtual Financial Advisor - Atlanta Thrivent Financial for LutheransVirtual Financial Advisor - AtlantaAtlanta, GA$24.03–$26.44 / hourSuccessful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles. Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs.
Virtual Financial Advisor - National Remote Thrivent Financial for LutheransVirtual Financial Advisor - National RemoteGARemote$24.03–$26.44 / hourSuccessful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles. Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs.
Senior Leader, Financial Reporting & Technical Accounting Corpay IncSenior Leader, Financial Reporting & Technical AccountingAtlanta, GAThis Leader will lead the preparation and review of all SEC filings, oversee technical accounting analyses and documentation, coordinate with external auditors and cross-functional business partners, and drive continuous improvement in reporting processes and controls. This role reports directly to the Chief Accounting Officer and partners closely with Corporate Accounting, FP&A, Treasury, Tax, Legal, Investor Relations, Internal Audit, and business finance teams globally.
Chief Financial Officer Gateway CenterChief Financial OfficerAtlanta, GA$125,000Working collaboratively with the CEO and Senior Leadership Team, the CFO develops financial strategies that support Gateway Center's Strategic Plan, strengthen organizational performance and ensure the financial capacity necessary to fulfill the organization's mission of ending homelessness through innovative, person-centered services. annual operating budget, including accounting, budgeting, forecasting, financial reporting, grant management, cash flow, treasury functions, payroll oversight, procurement, audit coordination, tax reporting, and internal controls.
Corporate Development Associate (FIG investment banking - Financial Services Consulting) Truist Financial CorpCorporate Development Associate (FIG investment banking - Financial Services Consulting)Atlanta, GAThis role will support corporate development, mergers and acquisitions, strategic partnerships and venture investment activities by leading financial analysis, valuation, diligence, and execution efforts related to acquisitions, divestitures, and strategic minority investments. 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.
Financial Advisor Merit Financial AdvisorsFinancial AdvisorAlbany, GABest Places To Work for Financial Advisors 2018-2024: Best Places to Work for Financial Advisors 2018, 2019, 2020, 2021, 2022, 2023, and 2024 – Recognized firms were required to be a registered investment advisor (RIA) that has been in business at least one year and having a minimum of 15 full-time/part-time employees. Inc 5000 2019, 2020 & 2021: The Wilshire 5000 Total Market Index, which consists of more than 5000 companies, represents virtually all of the capitalization of the entire U.S. stock market.
Financial Advisor - Atlanta Merit Financial AdvisorsFinancial Advisor - AtlantaAtlanta, GABest Places To Work for Financial Advisors 2018-2024: Best Places to Work for Financial Advisors 2018, 2019, 2020, 2021, 2022, 2023, and 2024 – Recognized firms were required to be a registered investment advisor (RIA) that has been in business at least one year and having a minimum of 15 full-time/part-time employees. Inc 5000 2019, 2020 & 2021: The Wilshire 5000 Total Market Index, which consists of more than 5000 companies, represents virtually all of the capitalization of the entire U.S. stock market.
Federal Reserve Financial Services CIO, System IT Executive Federal Reserve Bank (FRB)Federal Reserve Financial Services CIO, System IT ExecutiveAtlanta, GAFull timeFRFS operates as an integrated organization delivering critical payment services including FedLine® Solutions, Fedwire® Funds and Securities, FedACH®, Check Services, FedCash®, the National Settlement Service (NSS), and the FedNow® Service, with a strategy focused on providing speed, resilience, and choice to meet evolving marketplace needs while creating exceptional career opportunities for our customer-first team pursuing our vital central bank mission. 10+ years of business & IT management experience including extensive experience leading major business & technology projects/initiatives in large, complex organizations; requires 10+ years of progressive people and business leadership experience .
Vice President or Senior Vice President, Portfolio Management (Industry Focus: Financial Institutions and Insurance) KeyCorpVice President or Senior Vice President, Portfolio Management (Industry Focus: Financial Institutions and Insurance)Atlanta, GA$96,000–$181,000 / yearAdditionally the VP, Portfolio Management will be responsible for ongoing credit monitoring and risk rating for a portfolio of corporate clients with a complexity profile commensurate to experience (primarily participation in other bank's syndicated deals with a small number of Left Lead deals), reviewing legal documentation, and assisting product partners in cross-selling additional bank products. Additionally, the Senior Vice President, Portfolio Management will be assigned a portfolio of high-value corporate clients (often with a significant number of Left Lead and highly complex deals) for which they will take ownership of ongoing credit monitoring and risk rating, negotiating and reviewing legal documentation, and assisting product partners in cross-selling additional bank products.
Financial Advisor Associate Synovus Financial CorpFinancial Advisor AssociateAtlanta, GAPrepare for and attend weekly meetings with Financial Advisors and Credit Analysts to address monthly recurring tasks in a timely manner and resolve any pending items (past dues, exception items, maturing loans and deposits, etc.) with a focus on critical actions of supported advisors. This position will be responsible for supporting Financial Advisors in documenting and processing loans, establishing, and servicing deposit relationships, and ensuring the accuracy of critical data to mitigate risk.
Financial Advisor II The Forge CompaniesFinancial Advisor IIAtlanta, GAWork diligently to develop expertise in the financial planning process as employed by Advocacy Wealth Management for our unique client base which consists primarily of injured plaintiffs who receive a lawsuit recovery. The Financial Advisor II must learn the Advocacy Wealth, Forge Consulting, and Advocacy Trust planning process, services, systems, and procedures to leverage the expertise of the entire enterprise in service of our clients.