We have other current jobs related to this field that you can find below

  • Lead Financial Consultant

    6 days ago

    Alpharetta, United States Us Orthopartners Full time

    Financial Consultant Job OverviewCollaborate with the accounting team to analyze monthly financial closing results, proactively identifying and addressing variances in profit and loss compared to previous months, last year, budget, and forecasts.Manage the complete monthly revenue cycle from initiation to completion.Contribute to the formulation of long-term...

  • Wealth Management Consultant

    6 days ago

    Alpharetta, United States First Command Financial Services Full time

    Position Overview:As a Wealth Management Consultant, you will play a pivotal role in guiding clients through their financial journeys. This position focuses on providing tailored financial strategies that align with clients' goals and aspirations.About Us:At First Command Financial Services, we pride ourselves on our commitment to serving those who serve....

  • Underwriting Specialist

    6 days ago

    Alpharetta, United States Starr Insurance Companies Full time

    Company Overview: Starr Insurance Companies stands as a premier insurance and investment entity, delivering commercial property and casualty insurance solutions, encompassing travel and accident coverage, to a diverse array of businesses and industries globally. Position: Underwriter - Financial Lines (Wholesale) Role Summary: Twin Maples Specialty, the...

  • VP, Financial Consultant

    2 weeks ago

    Alpharetta, United States Charles Schwab Full time

    Your Opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. Schwab's branch team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll...

  • Used Car Sales Consultant

    3 months ago

    Alpharetta, United States Aaliyah Auto Inc Full time

    Job DescriptionJob DescriptionWe are a used car brokerage located in Alpharetta GA looking for a rockstar salesman/ saleswoman. Duties are as follows:Open business, answer phones, log sales, contract customers, collect docs from customers, assist customers with completing credit applications, complete title registrations, post ads, assist with vehicle...

  • Used Car Sales Consultant

    3 months ago

    Alpharetta, United States Aaliyah Auto Inc Full time

    Job DescriptionJob DescriptionWe are a used car brokerage located in Alpharetta GA looking for a rockstar salesman/ saleswoman. Duties are as follows:Open business, answer phones, log sales, contract customers, collect docs from customers, assist customers with completing credit applications, complete title registrations, post ads, assist with vehicle...

  • Financial Controller

    4 weeks ago

    Alpharetta, United States Wealth With No Regrets Full time

    ControllerWealth With No Regrets located in Alpharetta, GA is seeking a highly successful Controller to join the team! This role is integral to our team, and the successful candidate will be responsible for managing all aspects of our company's accounting and administrative functions, including accounting, financial reporting, budgeting, billing, cash flow...

  • Service Financial Advisor

    3 months ago

    Alpharetta, United States The Ladders Full time

    At Oxygen Financial, our mission is simple. Help our clients breathe easier® about life. Since 2008, we've helped thousands of families across America build a leaner budget, a fatter wallet, and a bigger net worth. It's simple... we do the heavy financial lifting, and our clients get more time to enjoy life! The Service Financial Advisor, Private CFO™...

  • Financial Planning and Analysis Expert

    3 hours ago

    Alpharetta, United States Verizon Full time

    About the RoleVerizon is seeking a highly skilled Financial Planning and Analysis Consultant to join our team. As a key member of our organization, you will play a critical role in driving business growth and success.Key ResponsibilitiesDevelop and maintain financial models and forecasts to inform business decisionsConduct in-depth financial analysis and...

  • Strategic Financial Planning and Analysis Professional

    2 hours ago

    Alpharetta, United States Verizon Full time

    About the RoleVerizon is seeking a highly skilled Financial Planning and Analysis Consultant to join our team. As a key member of our organization, you will play a critical role in building a leading Financial Planning & Analysis (FP&A) organization.Key ResponsibilitiesDevelop and maintain financial models and forecasts to inform business decisionsConduct...

  • Investment Strategy Advisor

    6 days ago

    Alpharetta, United States First Command Financial Services Full time

    Position Overview:As a Wealth Management Consultant, you will play a pivotal role in guiding clients through their financial journeys. Your expertise will help individuals navigate their financial goals and make informed decisions.About Us:At First Command Financial Services, we pride ourselves on our commitment to our clients. Our team consists of dedicated...

  • Independent Sales Consultant

    6 days ago

    Alpharetta, Georgia, United States Superior Life Full time

    Job OverviewFlexible Sales PositionWe are seeking motivated independent sales consultants to promote distinctive identity theft restoration and legal services to individuals, small enterprises, and employee groups as an added benefit. This role offers the potential for advanced commissions, bonuses, and the opportunity to establish ongoing and repeat...

  • Engineering Consultant Internship

    6 days ago

    Alpharetta, United States Factory Mutual Insurance Company Full time

    Position Overview:Factory Mutual Insurance Company is a premier property insurer for some of the largest corporations globally, delivering engineering-focused risk management and property insurance solutions. We support our clients in maintaining operational continuity by leveraging advanced loss-prevention engineering, risk management expertise, and robust...

  • Consulting Engineer

    1 month ago

    Alpharetta, United States The Ladders Full time

    The Company Are you looking to join an organization that is growing and dynamic? What about a high-energy, collaborative environment that rewards hard work? J.S. Held is a global consulting firm that combines technical, scientific, financial, and strategic expertise to advise clients seeking to realize value and mitigate risk. Our professionals serve as...

  • Consultant Engineer Intern

    2 weeks ago

    Alpharetta, United States Factory Mutual Insurance Company Full time

    Overview : FM is a leading property insurer of the world's largest businesses, providing more than one-third of FORTUNE 1000-size companies with engineering-based risk management and property insurance solutions. FM helps clients maintain continuity in their business operations by drawing upon state-of-the-art loss-prevention engineering and research; risk...

  • Engineering Consultant Internship

    20 hours ago

    Alpharetta, United States Factory Mutual Insurance Company Full time

    Position Overview:Factory Mutual Insurance Company is a premier property insurer for some of the largest corporations globally, offering engineering-driven risk management and property insurance solutions. We assist clients in maintaining seamless business operations by leveraging advanced loss-prevention engineering, comprehensive risk management expertise,...

  • Consumer Loan Specialist

    2 days ago

    alpharetta, United States Quest Financial Full time

    Our client located in Alpharetta is looking for a Consumer Loan Specialist to join their team!$50k - $60kDirect HireMedical, 401k, PTOIn office 4 days a week, one day from homeThe Consumer Loan Specialist would be the primary point of contact in the consumer loan process and would be responsible for gathering all necessary supporting loan documentation...

  • Consumer Loan Specialist

    2 days ago

    Alpharetta, United States Quest Financial Full time

    Our client located in Alpharetta is looking for a Consumer Loan Specialist to join their team!$50k - $60kDirect HireMedical, 401k, PTOIn office 4 days a week, one day from homeThe Consumer Loan Specialist would be the primary point of contact in the consumer loan process and would be responsible for gathering all necessary supporting loan documentation...

  • Consulting Engineer

    1 month ago

    Alpharetta, United States J.S. Held Full time

    Job DescriptionJob DescriptionSalary: The CompanyAre you looking to join an organization that is growing and dynamic? What about a high-energy, collaborative environment that rewards hard work? J.S. Held is a global consulting firm that combines technical, scientific, financial, and strategic expertise to advise clients seeking to realize value and mitigate...

  • Engineering Consultant Internship

    18 hours ago

    Alpharetta, United States Factory Mutual Insurance Company Full time

    Position Overview:Factory Mutual Insurance Company stands as a premier property insurer for some of the largest corporations globally, offering innovative risk management and property insurance solutions to over one-third of FORTUNE 1000 companies. Our mission is to assist clients in maintaining seamless business operations by leveraging advanced...

Brokerage Financial Consultant

3 months ago

Alpharetta, United States Truist Financial Corporation Full time

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to

Accessibility

(accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular

Language Fluency:

English (Required) Work Shift: 1st shift (United States of America)

Please review the following job description:

JOB SUMMARY Provide consultative, sales and technical support to one or more Financial Advisors, working closely with the Financial Advisors to meet the needs of current clients and actively sourcing prospective clients. Provides leadership to the Financial Advisor team, contributing to the short and long-term strategic planning and overall execution of the team's value proposition to clients. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job.

Other duties may be performed, both major and minor, which are not mentioned below.

Specific activities may change from time to time. 1. Participate in the establishment of the strategic direction of the Financial Advisor team to increase revenue. 2. Consults clients and prospective clients with a focus on analyzing goals, objectives and risk tolerance to determine which investment products and services best meet the client's needs and to implement those products and services as appropriate. 3. Assist clients with trades, requests for information, research, account problems, etc. 4. Provide client relationship management support, including ongoing counsel and advice, relationship reviews and client service initiatives. 5. Participate in the preparation for and delivery of client presentations and engagements. 6. Assist the Advisor in developing and maintaining a profitable level of securities and insurance sales by executing on opportunities identified through external networking and internal referrals. 7. Adhere to professional and ethical standards set forth by Truist, the Financial Industry Regulatory Authority (FINRA), and other regulatory bodies. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Bachelor's degree in Business, Accounting, Finance or Banking, or equivalent education and related experience. 2. 4 years professional experience, including 1 year of experience in the securities industry. 3. FINRA Series 7 and 66. 4. Applicable state health and life insurance licenses, jurisdictional registrations must match that of the advisor(s) supported. 5. Organized and self-motivated individual, with strong analytical, problem-solving, interpersonal, persuasion, and relationship management skills. 6. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products. Preferred Qualifications: 1. Willingness to pursue additional credentials in the wealth and investment fields. General 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. Truist

offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit

our Benefits site . Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law

Pay Transparency Nondiscrimination Provision

E-Verify

#J-18808-Ljbffr