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Deloitte
Atlanta
Are you an experienced, passionate pioneer in technology who wants to work in a collaborative environment? As an experienced Project Delivery Senior Analyst - Pricing Advisor you will have the ability to share new ideas and collaborate on projects as a consultant without the extensive demands of travel. If so, consider an opportunity with Deloitte
Job Source: DeloitteHendrick Automotive Company
Duluth
Gwinnett Place Honda Location: 3325 Satellite Blvd, Duluth, Georgia 30096 Summary: Responsible for selling, identifying and documenting service, maintenance, and repair service for customers. Responsible for scheduling service to be performed. Supervisory Responsibilities: This job has no direct supervisory responsibilities. Essential Duties and Re
Job Source: Hendrick Automotive CompanyGraphic Packaging International, LLC
Atlanta
Logistics Advisor Requisition ID: 4642 Location: Atlanta, GA, US, 30328 Department: Logistics Travel: Up to 25% **If you are a GPI employee, please click the Employee Login before applying. (alhalla55.stage.jobs2web.com/)** **At Graphic Packaging International, we produce the paper cup that held your coffee this morning, the basket that transported
Job Source: Graphic Packaging International, LLCFederal Highway Administration
Atlanta
Summary The Federal Highway Administration (FHWA), Office of the Chief Counsel, is responsible for rendering legal services and furnishing legal advice on all areas of FHWA programs responsibility. The Attorney-Advisor will serve as a member of the Office of the Chief Counsel, South Field Legal Services, Atlanta, GA. Responsibilities As an Attorney
Job Source: Federal Highway AdministrationAaron's Inc
Marietta
Aaron’s Customer Account Advisors serve as coaches to our customer, driving payment collections and lease agreement renewals by understanding lease agreement benefits and ensuring customers are 100% satisfied with the product. As a Customer Account Advisor, you will build relationships with our customers over the phone and face-to-face to help brin
Job Source: Aaron's IncChick-fil-A
Atlanta
Overview The Sr. Lead Advisor role is responsible for providing outstanding customer service to Restaurant Operators and Team Members regarding their Chick-fil-A (CFA) Supply orders and deliveries. This role will help drive innovative solutions between Restaurants and CFA Supply. The Sr. Lead Advisor role is part of the CFA Supply Restaurant Servic
Job Source: Chick-fil-AHendrick Automotive Company
Atlanta
Rick Hendrick Toyota Sandy Springs Location: 6475 Roswell Rd NE, Atlanta, Georgia 30328 Summary: Responsible for selling, identifying and documenting service, maintenance, and repair service for customers. Responsible for scheduling service to be performed. Supervisory Responsibilities: This job has no direct supervisory responsibilities. Essential
Job Source: Hendrick Automotive CompanyHumana
Atlanta
**Become a part of our caring community and help us put health first** The Market Leadership Advisor manages the development, operations, and results of a health plan. The Market Leadership Advisor works on problems of diverse scope and complexity ranging from moderate to substantial. The Market Leadership Advisor establishes long-range goals, obje
Job Source: HumanaAtlanta
Job Description
* Identifying and pursuing potential clients to maintain a strong client base
* Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses, and assets
* Offering strategic advice on products and services, such as investments, insurance coverage, and debt management tools
* Identify struggles or questions the client may have, explain financial planning concepts, create clarity around client goals, and prepare financial plans
* Performing market research to stay current with financial trends
* Preparing financial documents, such as income projections and investment reports
* Work with third-party experts such as tax or estate planners to ensure the client has a cohesive advisory team
* Maintaining compliance with all rules and regulations in the financial industry
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to [email protected] .
To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: om/workforce-privacy-policy/ .
Skills and Requirements
* Bachelor's degree in Finance, Accounting, or related field
* 5+ years of financial advisory experience
* An existing client book of business that you actively advise today ($50 million+)
* Certified to work as an investment advisor representative (Series 65 or equivalent) * Master's degree in Finance, Accounting, or related field
* Financial credential(s) such as CFP, CFA, CPA
* Depth of knowledge in at least one key area of financial planning
* Experience advising at a Registered Investment Advisory (RIA) firm null
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion,sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military oruniformed service member status, or any other status or characteristic protected by applicable laws, regulations, andordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to [email protected].
Email Alert for Investment Advisor_ jobs in Atlanta
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