-
Wealth Management Advisor
4 days 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
3 weeks 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 ...
-
Advisor, Change Management OKR
6 days ago
The Ladders 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 dedica ...
-
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 Private ...
-
The Goldman Sachs Group, Inc. Atlanta, United StatesPrivate Wealth Management (PWM) Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for ultra high net worth individuals and families, as well as select institutions, including foundations and e Wealth, Management, Wealth Ad ...
-
Goldman Sachs Atlanta, United StatesPrivate Wealth Management (PWM) · Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for ultra high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work on ...
-
Junior Wealth Advisor
2 weeks ago
TalentLink Solutions Atlanta, United StatesWe are a distinguished retirement and financial planning firm based in Atlanta. As a registered investment adviser, we manage approximately $380 million for high net-worth individuals, families, and institutions. Our unwavering commitment to client success drives our growth, and ...
-
Roofing Advisor
3 days ago
EHS Recruiting Company Atlanta, United StatesRoofing Advisor · Our Roofing Advisors are roofing professionals who use drone technology as well as ladders and visual inspections to diagnosis roof damage and advise homeowners on best next steps to repair or replace their roof. If a decision is made to submit a claim to the ho ...
-
Insurance Associate
2 weeks ago
Corps Team Atlanta, United StatesOur client, a financial advisor specializing in wealth management for high-net-worth clients, is seeking an Insurance Specialist in their Life, Long-term Care, Annuity, and Disability area. · This is a full-time position with outstanding benefits. This role is hybrid and the off ...
-
Automotive Service Advisor
3 weeks ago
Rocco's European Garage Atlanta, United StatesJob DescriptionJob Description · At Rocco's European Garage, Service Advisors are the first and last point of contact with the customer. They work directly with the technician(s) to ensure the customer and his/her vehicle's needs are met in an accurate and timely manner. They ar ...
-
People Advisor
1 week ago
Avispa Technology Atlanta, United States From $30.00 to $30.00 per hourJob Description People Advisor - HR · A leading video, audio, and voice technologies company is seeking a People Advisor - HR. The successful candidate will play a key role in advising employees and managers on a wide range of day-to-day HR inquiries. YouThe ideal candidate h ...
-
Insurance Associate
2 weeks ago
Corps Team Atlanta, United States Direct HireOur client, a financial advisor specializing in wealth management for high-net-worth clients, is seeking an Insurance Specialist in their Life, Long-term Care, Annuity, and Disability area. This is a full-time position with outstanding benefits. This role is hybrid and the office ...
-
Associate, Investment Operations and Trading
16 hours ago
Cresset Atlanta, United StatesAbout Cresset · Private equity entrepreneurs Eric Becker and Avy Stein founded Cresset Capital Management with a vision to reinvent wealth management and with a firm belief that clients deserve better. Cresset offers individuals and families access to a comprehensive suite of fam ...
-
Morgan Stanley Atlanta, United StatesPosition Summary: · Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through engaging and utilizing the full capab ...
-
Director of Compliance
2 weeks ago
Strategic Wealth Designers Atlanta, United StatesAre you a seasoned compliance professional with a passion for ensuring regulatory adherence in a dynamic and fast-paced environment? Do you excel at implementing and maintaining compliance policies and procedures while fostering a positive and supportive workplace culture? If so, ...
-
Study Abroad Advisor
4 days ago
InsideHigherEd Atlanta, United States Administrative Jobs ,Study Abroad Advisor · International Initiatives · Atlanta Campus · Monday - Friday | 8:30 AM - 5:15 PM · These are exciting times at the International Initiatives Department. We are growing and we are thrilled that you are interested in being a part of our team. We are surrou ...
-
Automotive Service Advisor
3 weeks ago
Mercedes-Benz of Buckhead Atlanta, United StatesMercedes-Benz of Buckhead is a Laureate Award Service Dealership and the premier Mercedes-Benz dealership. As a provider of luxury vehicles, we hold ourselves to luxury customer service. The best way to reach that goal is to hire the best employees in the area and make them a par ...
-
Registered Client Relationship Analyst
4 days ago
Morgan Stanley Atlanta, United StatesRegistered Client Relationship Analyst Job Number: · Posting Date · :May 16, 2024 Primary Location · :Americas-United States of America-Georgia-Atlanta Job · :Wealth ManagementEmployment Type:Full TimeJob Level:Non-Exempt Description POSITION SUMMARY · Registered Cli ...
-
Automotive Service Advisor
3 weeks ago
Mercedesofbuckhead Atlanta, United StatesMercedes-Benz of Buckhead is a Laureate Award Service Dealership and the premier Mercedes-Benz dealership. As a provider of luxury vehicles, we hold ourselves to luxury customer service. The best way to reach that goal is to hire the best employees in the area and make them a par ...
-
Senior National Student Support Advisor
1 week ago
Perdoceo Education Atlanta, United StatesThe Senior National Student Support Advisor, entry-point position, will interface with previous AIU students in their decision to return to school. The advisor will support that student throughout their time in the program. A Senior National Student Support Advisor must meet the ...
Wealth Management Advisor - Atlanta, United States - Equitable Advisors LLC
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
Please visit us at or branch website)
CFP and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Boards initial and ongoing certification requirements.
Securities offered through Equitable Advisors, LLC (NY, NY , member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC. Equitable Advisors is an equal opportunity employer M/F/D/V. GE /21) (Exp. 08/23)
