-
Advisor Vendor Management
3 weeks ago
Mercedes Benz Atlanta, United StatesResponsible for managing all supplier/vendor activities for MBUSA with focus on the security and integrity of our vendor relationships. The role entails conducting rigorous information security checks, interpreting complex policies, and executing tho Vendor, Management, Advisor, ...
-
Wealth Management Advisor
2 weeks ago
Equitable Advisors Atlanta, United StatesResponsibilities · Our team of Financial Professionals strive to provide knowledgeable, objective financial guidance and customized strategies to consumer segments that demand the highest quality service. You will have the opportunity to optimize your excellent interpersonal skil ...
-
Client Advisor Manager
1 week ago
Moncler Atlanta, United StatesPOSITION OVERVIEW: · The Client Advisor Manager strives to reach excellence in business performance and key qualitative objectives always going beyond expectations, inspiring, managing and coaching the team. · RESPONSIBILITIES:Support the creation of a genuine, attentive and long ...
-
Wealth Management Advisor
2 weeks ago
Equitable Advisors LLC Atlanta, United StatesResponsibilities · Our team of Financial Professionals strive to provide knowledgeable, objective financial guidance and customized strategies to consumer segments that demand the highest quality service. You will have the opportunity to optimize your excellent interpersonal ski ...
-
Wealth Management Advisor
2 weeks ago
Equitable Advisors LLC Atlanta, United StatesResponsibilities · Our team of Financial Professionals strive to provide knowledgeable, objective financial guidance and customized strategies to consumer segments that demand the highest quality service. You will have the opportunity to optimize your excellent interpersonal skil ...
-
Wealth Management Advisor
3 weeks ago
Equitable Advisors Atlanta, United StatesResponsibilities · Our team of Financial Professionals strive to provide knowledgeable, objective financial guidance and customized strategies to consumer segments that demand the highest quality service. You will have the opportunity to optimize your excellent interpersonal skil ...
-
Advisor Vendor Management
3 weeks ago
Mercedes-Benz Group Atlanta, United StatesAufgaben · ABOUT US · Mercedes-Benz USA is responsible for the sales, marketing, and service of all Mercedes-Benz and Maybach products in the United States. In our people, you will find a tremendous commitment to our corporate values. Our products and employees reflect this dedic ...
-
Wealth Management Advisor
3 weeks ago
Gpac Atlanta, United States Full timeGpac, a 30+ year recruitment company, is thrilled to partner with a well-established company in the exciting world of Financial Services. They are growing and looking for a talented and experienced Sr. Wealth Advisor. If you're ready to take your financial career to new heights a ...
-
Wealth Management Advisor
3 weeks ago
Equitable Advisors LLC Atlanta, United StatesResponsibilities · Our team of Financial Professionals strive to provide knowledgeable, objective financial guidance and customized strategies to consumer segments that demand the highest quality service. You will have the opportunity to optimize your excellent interpersonal ski ...
-
Wealth Management Advisor II
1 week ago
Fifth Third Atlanta, United StatesMake banking a Fifth Third better · We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. · GENERAL FUNCTION: · Serves as the trusted advisor and team coordinator to simplify complexity for Private ...
-
Wealth Management Advisor II
3 weeks ago
Fifth Third Atlanta, United StatesMake banking a Fifth Third better · We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. · GENERAL FUNCTION: · Serves as the trusted advisor and team coordinator to simplify complexity for Privat ...
-
Manager, Employment and Training Advisor
3 weeks ago
City of Atlanta Atlanta, United States Full timeJOB DESCRIPTION · Posting Open Until Filled · Salary Commensurate with experience · About Atlanta Department of Labor and Employment Services ADOLES was created in January 2023 under Mayor Dickens' administration with a vision to develop a robust workforce that will meet the need ...
-
Advisor, Change Management OKR
3 weeks ago
Daimler Trucks North America Atlanta, United StatesJob Description - Advisor, Change Management OKR (MER00033BG) · Description · About Us · Mercedes-Benz is USA is responsible for the sales, marketing and service of all Mercedes-Benz and Maybach products in the United States.In our people, you will find tremendous commitment to o ...
-
Advisor, Change Management OKR
3 weeks ago
Mercedes-Benz Group Atlanta, United StatesAufgaben About Us · Mercedes-Benz is USA is responsible for the sales, marketing and service of all Mercedes-Benz and Maybach products in the United States.In our people, you will find tremendous commitment to our corporate values.Our products and employees reflect this dedicati ...
-
Real Estate Agent
1 week ago
Valor Realty Atlanta, Georgia, United StatesRequirements: · Become a Real Estate Agent of Valor Realty as our real estate brand and value proposition continues to expand across the country Valor Realty is a wholly owned subsidiary of The Advisor Network, which is designed to provide synergized services through myriad of st ...
-
Trailer Tech-mobile
1 week ago
Fleet Repair Solutions Atlanta, United States**Mobile Trailer Technician Opportunity at Fleet Repair Solutions in Atlanta, GA** · Fleet Repair Solutions, a renowned industry leader, is currently seeking qualified individuals for the position of full-time Trailer Tech-Mobile. Join our expanding team located in Dallas, TX, an ...
-
Client Solutions Lead
2 weeks ago
Thought Logic Consulting Atlanta, United StatesBetter Focus. Better Results. For Everyone_. Thought Logic is a true business consultancy that prides itself on forming trusted, enjoyable working relationships with our clients and fitting seamlessly into their corporate cultures. We work with the most highly respected and innov ...
-
National Account Manager Cox Communities
2 weeks ago
Cox Communications Atlanta, United StatesCox Communications is seeking a **National Account Manager **. As the **National Account Manager, **you will play a pivotal role in the creation and implementation of companywide sales and marketing strategies to drive sales and revenue with Cox's IoT solutions across all potenti ...
-
Director of Family Services
2 weeks ago
White Oak Enterprises, Inc. Fulton, United States**Role Purpose and Trajectory**: · This role will facilitate the current Vice President of Family Services' retirement, with the ultimate opportunity to design, build, and lead the White Oak Family Services division as its demands change over the coming decades. For the first two ...
-
CHRO, VP, Human Resources
1 week ago
Dell Atlanta, United States Full timeSecureworks (NASDAQ: SCWX) is a global cybersecurity leader that secures human progress with Secureworks TaegisTM, a SaaS-based, open XDR platform built on 20+ years of real-world threat intelligence and research, improving customers' ability to detect advanced threats, streamlin ...
Wealth Management Advisor - Atlanta, United States - Equitable Advisors
Description
Responsibilities
Our team of Financial Professionals strive to provide knowledgeable, objective financial guidance and customized strategies to consumer segments that demand the highest quality service. You will have the opportunity to optimize your excellent interpersonal skills to perform face-to-face needs analysis with potential clients. You will be developing strategic and trusted long-term client relationships. In addition, you will have the opportunity to help make a positive impact on individuals' and businesses' futures by offering financial services and products that address their evolving financial needs throughout their lifetimes. These needs may include life insurance, investments, retirement and estate planning strategies, as well as executive benefits, business succession plans and employee benefits for your business clients.
Our dedicated management and support teams will help provide the guidance, tools and techniques for ongoing customer acquisition, personal growth and greater income potential. You will engage state of the art technology and internal systems and processes to service your clients. Training is a process not an event whereby our financial professionals, at every level of experience, build their careers. You will participate in national and local development programs and joint-work opportunities that provide comprehensive knowledge and skill training. We encourage and support the pursuit of professional designations that are recognized and respected by clients and others in the industry, including CFP, Chartered Financial Consultant and Chartered Life Underwriter.
Qualifications
Financial professionals may come from a variety of backgrounds, but they all share several important characteristics. They are results-driven, highly motivated professionals who have the desire to help others grow and protect their financial futures. Many of our qualified candidates are active in their local community, charitable or professional organizations, and have an established network of professional and personal contacts.
Specific qualifications for the Financial Professional role include:
o A four-year college degree is preferred but not required
o You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus)
o Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures
o Team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence
o Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships