Sands Investment Group (SIG), one of the nation's fastest growing real estate firms as named by RE Forum, is seeking a highly motivated Senior Investment Sales Advisor to join our dynamic and collaborative company and be a part of our Atlanta. Investment possibilities: Most brokers get into the ...
Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients' individual goals, risk tolerances and best interests. Deliver personalized investment solutions to he...
Certified to work as an investment advisor representative (Series 65 or equivalent). Experience advising at a Registered Investment Advisory (RIA) firm. Offering strategic advice on products and services, such as investments, insurance coverage, and debt management tools. Preparing financial documen...
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 clien...
Deliver personalized investment solutions to help clients work toward their long-term financial goals. Set the strategic direction of the Financial Advisor team to increase assets under management, sales and service. Utilize a consultative sales process to partner with clients to review investment p...
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 clien...
In 2022, the Atlanta Journal-Constitution named Primerica one of the best places to work for the ninth consecutive year.Also in 2022, Primerica was named one of the Best Employers for Diversity by Forbes for the second consecutive year.Forbes also named Primerica as one of America’s best Insurance c...
The primary role of the Financial Solutions Advisor Stage I - Registration Candidate is to acquire the necessary registrations and training to become a Financial Solutions Advisor (FSA) Stage I. Primary responsibilities of FSA Stage I role, include: Provide end-to-end comprehensive advice and custom...
Provide employees with insight into the investments offered under each client plan, including educating on investment objectives and performance. Advisor Managed Accounts (AMA) educator, expert in offering with each service provider. Becoming a liaison to OneDigital’s southeast wealth advisory team....
This position is primarily responsible for working with the Vice President, Broker-Dealer/Investment Adviser Group, to develop and direct OGC’s program with respect to regulatory matters requiring specialized expertise in the regulation of broker-dealer/investment advisers (BD/IAs), including render...
The Lead Executive Administrator will provide high-level daily administrative duties and a broad variety of administrative tasks. The Lead Executive Administrator will provide administrative and organizational support to Executives across Building Automation, which is located in Atlanta, GA. This ro...
Previous experience in customer service or sales is a plus. ...
When you join New York Life Investments, a wholly owned subsidiary of New York Life Insurance Company, you are joining a global investment company with a long history and passion for career development, innovation, collaboration, and diversity, equity and inclusion. Financial modeling, investment an...
The Sustainability Project Manager will be mainly responsible for:. Assisting the Head of Sustainability and ESG Task Force to execute against the Sustainability strategy with data gathering/analysis & PMO (project management) support o Gather, format, and model global data to support regulatory req...
The role of the Senior Project Manager is to serve as an ambassador for E2 Optics and is responsible for overseeing all aspects of assigned projects from initiation to closing. The Senior Project Manager supervises and directs project resources to deliver value effectively and consistently to the cu...
Recommends appropriate mixture(s) of insurance/investment products and services to achieve the financial client's goals as a registered representative/advisor/agent of Navy Federal Financial Group (NFFG) and subsidiaries, or incumbent financial firms. To provide basic financial consulting services t...
The North America VCA Merchants, Acquirers and Fintech (MSA + Fintech) Team is looking for Senior Consulting Manager to partner with our Vice President, Industry Segment Leaders and their teams (Acquirers, Everyday Spend, Fintech(s)/Digital Partnerships, Retail and Travel and Entertainment) to help ...
Responsible for connecting business units and technical teams by applying business analysis techniques and observing business unit practices to document and understand business functions and processes. Presents business process documentation to business and IT decision makers for evaluation and appr...
Collaborate with Operations, Management, IT, and/or Finance/Accounting team members to identify Business Process Improvements across multiple products and services. Collaborate with clients and internal stakeholders to understand their business goals, requirements, and challenges. Evangelize the val...
A company is looking for a Senior Project Manager for a remote job position. ...
A company is looking for a Business Travel Analyst. ...
A company is looking for a Senior Financial Analyst for Federal Acquisition Services. ...
A company is looking for an Internal Controls/Operational Financial Analyst. ...
A company is looking for an AI-First Real Estate Investment Associate. ...
A company is looking for an Audit Project Manager I or II - Regulatory Reporting. ...