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.
NewFinancial Controller JobotFinancial ControllerAtlanta, GA$160,000–$190,000 / yearInformation 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. This role is essential to our Accounting and Finance department, providing leadership and direction to our finance team and ensuring the company's financial systems are robust, compliant, and support current activities and future growth.
NewSenior Home Lending Advisor, Atlanta, Georgia Central East JPMorganChaseSenior Home Lending Advisor, Atlanta, Georgia Central EastAtlanta, GAJoin our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
NewConsumer Lending Advisor OneMain FinancialConsumer Lending AdvisorWoodstock, GAKey Word Tags Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee In our more than 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets.
NewIn Home Sales/ Comfort Advisor Allgood Plumbing, Electric, Heating, CoolingIn Home Sales/ Comfort AdvisorNorcross, GA$100,000–$200,000Join Allgood Home Services, in partnership with American Residential Services (ARS) , the nation’s largest provider of residential HVAC, plumbing, and electrical services , with over 7,000 team members and more than 45 years of experience delivering trusted home comfort solutions to customers across the country. Responsibilities: As a Comfort Advisor / In-Home HVAC Sales Representative , you will meet with homeowners to evaluate their current heating and cooling systems and present customized replacement solutions.
NewBranch Office Administrator Edward JonesBranch Office AdministratorDacula, GAEdward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance. Full-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.
Merrill Advisor Development Program - Financial Advisor: Atlanta Buckhead & Associates Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Atlanta Buckhead & Associates MarketAtlanta, GAOur Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Back to search results Merrill Advisor Development Program - Financial Advisor: Atlanta Buckhead & Associates Market Atlanta, Georgia; Atlanta, Georgia; Alpharetta, Georgia Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
NewFinancial Advisor Edward D Jones & Co LPFinancial AdvisorAtlanta, 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.
Team Sponsored Launch - North Point Financial Advisors Thrivent Financial for LutheransTeam Sponsored Launch - North Point Financial AdvisorsJohns Creek, 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.
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.
NewFinancial 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.
NewFinancial 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.
NewEstate & Retirement Financial Advisor -Exclusive Pre-set Appointments, 200-350K+ United Placement GroupEstate & Retirement Financial Advisor -Exclusive Pre-set Appointments, 200-350K+Atlanta, GA$150,000–$350,000Instead of cold calling, begging for referrals, or working your friends and family, you’ll step into a model designed to remove the biggest pain points in this business: No more spending most of your week prospecting instead of advising. We’ve built a streamlined, high‑performance business model that pairs top‑tier advisors with pre‑engaged clients who are already thinking seriously about their financial and estate planning needs.
Financial Advisor First Command Financial Services, Inc.Financial AdvisorAlpharetta, GAWhat We Offer 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. Financial Advisor Careers at First Command Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security.
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.
Financial Advisor - Georgia United Credit Union LPL Financial Holdings IncFinancial Advisor - Georgia United Credit UnionDuluth, GA$45,000–$60,000 / yearThis employment opportunity at TruStage located at Georgia United in Duluth, GA would allow you to join Georgia United as a Financial Advisor working for TruStage and associated with LPL Financial. The Investment Program at Georgia United supports the local community and you will be joining a team that is dedicated to helping members in every stage of their financial life.
Financial Advisor People Talent AcquisitionFinancial AdvisorAtlanta, GA, GAFull timeThis role is essential in delivering high-level wealth management services with a fiduciary, ethical approach focused on the client’s best interests. We are looking for a highly qualified Financial Advisor, responsible for leading investment management, strengthening client relationships, and driving business development initiatives.
Financial Advisor - Experienced Professionals First Command Financial Services, Inc.Financial Advisor - Experienced ProfessionalsGADeliver Advanced Personalized Planning: 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. First Command Financial Services Inc. and its related entities are not affiliated with, authorized to sell or represent on behalf of, or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces, or any other third-party mentioned on this site.
NewSenior Financial Advisor – Experienced Professionals First Command Financial Services, Inc.Senior Financial Advisor – Experienced ProfessionalsTyrone, GAFull timeDevelop 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.
Client Advisory Center (CAC) Financial Advisor I Truist Financial CorpClient Advisory Center (CAC) Financial Advisor IAtlanta, GAGeneral 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. Work on small groups (pods) of Financial Advisors focused on partnership with Premier Bankers, Preferred Advisors, and Retail Banking leadership to facilitate training and referrals into the team.
Senior Wealth Advisor - The Baldwin Group Financial Services The Baldwin Group Insurance Holdings, LLCSenior Wealth Advisor - The Baldwin Group Financial ServicesGAAs a Wealth Management Financial Advisor, you will build and deepen client relationships, deliver comprehensive planning, and manage portfolios using Baldwin's integrated advice platform. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.
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.
Senior Financial Solutions Advisor BELAY - CorporateSenior Financial Solutions AdvisorAtlanta, GAFull timeThis position serves as a consultative sales partner to prospective clients, helping small and mid-sized businesses identify financial and operational challenges and align BELAY’s services to support business goals. This role focuses on generating, developing, and closing new business opportunities for BELAY’s financial service offerings, including accounting, payroll, tax, inventory management, and advisory solutions.
Financial Aid Advisor (Online Division) Herzing UniversityFinancial Aid Advisor (Online Division)Atlanta, GA$20.54–$27.78 / hourSchedule: A 40 hour work-week schedule will be determined based on preference and business needs falling during typical business hours for Herzings Online Division, with one shift with evening hours and minimal Saturday hours required. Current staff, faculty/adjunct at Herzing University: log into UKG and navigate to Menu > Myself > My Company > View Opportunities to apply using the internal application process.
Financial Advisor, SVP Synovus Financial CorpFinancial Advisor, SVPAtlanta, GAFocus is on assessing client financial needs and providing the appropriate bank products (lending, deposits) as well as introducing clients to SMEs in adjacent areas (wholesale, treasury, wealth, trust, etc.) Meets and exceeds sales goals while delilvering outstanding client service as evidenced by client retention and growth. Provides access to full compliment of commercial depsoit, cash management services, treasury management products and lending services that are tailored to the clients'' specific needs.
Senior Retirement Advisor - The Baldwin Group Financial Services The Baldwin Group Insurance Holdings, LLCSenior Retirement Advisor - The Baldwin Group Financial ServicesAtlanta, GAFinalizes the sale and implementation of group retirement plans by coordinating required paperwork, collection of deposits, and arrangements with recordkeepers/TPAs; partners closely with internal client service teams, who own day-to-day account servicing, to brief them on the sale and ensure a smooth handoff. • Maintains a concern for accuracy, timeliness, and completion when interacting with current and prospective clients, the firm, and insurance company and recordkeeping partners to minimize potential for errors and omissions claims, while demonstrating strong organizational skills with high attention to detail.
Financial Solutions Advisor- Ponce De Leon Financial Center Bank of America CorpFinancial Solutions Advisor- Ponce De Leon Financial CenterAtlanta, GAKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.• Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.•
Financial Aid Advisor Paul Mitchell SchoolsFinancial Aid AdvisorRoswell, GA$24–$27 / hourRoswell, Georgia, known for its vibrant arts scene and thriving local businesses, is also home to Paul Mitchell The School Esani, an educational leader in the beauty industry. You'll need to be highly accurate, detail-oriented, and thorough in your work to make sure all paperwork is appropriately filed and the students receive the financial support they're eligible for.
Financial Solutions Advisor Registration Candidate - NE Georgia Market Bank of America CorpFinancial Solutions Advisor Registration Candidate - NE Georgia MarketAtlanta, GAMerrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients.
Senior Admission Advisor, Admissions and Financial Aid Candler School of Theology Emory UniversitySenior Admission Advisor, Admissions and Financial Aid Candler School of TheologyAtlanta, GAEvent & Ambassador Program Leadership: This position may oversee student workers, including Admissions Ambassadors and temporary admissions assistants, and collaborates with faculty, staff, and external partners to implement recruitment initiatives. The Senior Admission Advisor also oversees the Admissions Ambassador program, campus visit experiences, and digital engagement strategies, ensuring a seamless and impactful recruitment experience for prospective students.
Financial Solutions Advisor - Northwest Atlanta Market Bank of America CorpFinancial Solutions Advisor - Northwest Atlanta MarketAlpharetta, GAKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.• Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.•
Financial Solutions Advisor - NE Georgia Bank of America CorpFinancial Solutions Advisor - NE GeorgiaDacula, GAWorks with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions • Recommends banking and investments strategies that align with client financial goals and needs • Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds • Mitigates and controls risk as part of daily activities • Identifies and engages potential new clients through referrals or financial center clientele • Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended. • Advisory • Account Management • Client Experience • Branding • Customer and Client Focus • Oral Communications • Issue Management • Client Solutions Advisory • Pipeline Management • Active Listening • Attention to Detail • Risk Management • Policies, Procedures, and Guidelines • Client Management • Causation Analysis • Written Communications.
Financial Services Advisor - Regional SAE Institute Group IncFinancial Services Advisor - RegionalAtlanta, GA$24.03–$28.84 / hourThe Financial Services Advisor (Regional) is located at an assigned SAE campus and works closely with students and their families across multiple SAE campus locations through a combination of in-person and phone/video conferencing platforms. Financial Services Advisor (Regional) Duties and Accountabilities: Builds rapport and effectively communicates with enrolled and prospective students (and their families) about financial aid and other alternative methods of funding.
Senior Advisor, Financial Services | Forensic and Litigation Consulting FTI Consulting IncSenior Advisor, Financial Services | Forensic and Litigation ConsultingGAWe are seeking an experienced Financial Services Expert Witness to provide independent, objective analysis and testimony in legal matters involving banking, lending practices, and financial regulations. We work with many of the world's top multinational corporations, law firms, banks and private equity firms on their most important issues to deliver impact that makes a difference.
Financial Solutions Advisor- Peachtree City Bank of AmericaFinancial Solutions Advisor- Peachtree CityPeachtree City, GeorgiaKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Responsibilities: • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Financial Solutions Advisor II- Consumer Investments-Alpharetta market Bank of AmericaFinancial Solutions Advisor II- Consumer Investments-Alpharetta marketAlpharetta, GeorgiaKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Responsibilities: • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Financial Aid Advisor Morehouse CollegeFinancial Aid AdvisorAtlanta, GAJob Type Non-Faculty Position Title Financial Aid Advisor Position Number E99881 Department Financial Aid Office Location Morehouse College - Atlanta, GA Position Summary. Under administrative direction, this position delivers quality customer service to students, parents, and internal stakeholders regarding the Financial Aid process via phone, email, and in person.
NewJ.P. Morgan Advisors - Client Associate - Atlanta, GA JPMorgan Chase & CoJ.P. Morgan Advisors - Client Associate - Atlanta, GAAtlanta, GAProvide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite. Job responsibilities: Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.
Service Advisor - North Central Florida Group - Tallahassee, FL Thrivent Financial for LutheransService Advisor - North Central Florida Group - Tallahassee, FLGA$40,000–$60,000 / yearAll persons with access to Wealthscape are deemed Access Persons and are subject to Compliance with the firm's Code of Ethics which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI. Position summary: This position provides support to the existing client base of North Central Florida Group by working with the Lead Advisor(s) or independently.
Advisor Support Representative Advisor GroupAdvisor Support RepresentativeAtlanta, GeorgiaPrior Experience or Exposure Including: Financial Services, Investment Advisory, Billing, Accounting, Customer Service, Advisor Support, Client Support, Operations Support, Account Management, Broker-Dealer, Financial Advisor, Support Representative, Customer Service Representative, Back Office Operations. Osaic’s Advisor Support team provides high-quality support to financial professionals by responding to inbound phone inquiries and accurately processing service-related forms and documentation.
J.P. Morgan Wealth Management - Private Client Advisor - Marietta, GA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Marietta, GAKennesaw, GAUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Atlanta, GA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Atlanta, GAAtlanta, GAUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of Americas households and small businesses achieve their financial goals through a broad range of financial products.
Premier Advisor- Buckhead Truist BankPremier Advisor- BuckheadAtlanta, GeorgiaUtilize 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 - Smyrna, GA Truist BankPremier Advisor - Smyrna, GASmyrna, GeorgiaUtilize 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).
NewPremier Advisor - Kennesaw, GA Truist BankPremier Advisor - Kennesaw, GAKennesaw, GeorgiaUtilize 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 Truist BankPremier Advisor - Roswell or Alpharetta, GARoswell, GeorgiaUtilize 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).
Assistant Solutions Advisor BELAY - CorporateAssistant Solutions AdvisorAtlanta, GAFull timeThis position serves as a consultative sales partner to prospective clients, helping business leaders identify operational and administrative challenges and align BELAY's Assistant Solutions offerings to support business growth and efficiency. This role focuses on generating, developing, and closing new business opportunities through outbound business development, strategic partnerships, networking, and relationship-driven sales activities.
Premier Advisor- Buckhead Truist Financial CorpPremier Advisor- BuckheadAtlanta, GACompletion 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.
Premier Advisor- Smyrna Truist Financial CorpPremier Advisor- SmyrnaSmyrna, GACompletion 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.