Member Service Financial Advisor
3 days ago
Pinnacle Credit Union is looking for a skilled Member Service Financial Advisor to join our team. In this role, you will be responsible for providing expert financial guidance to our members and helping them achieve their financial goals.
About the Position:This role requires a strong understanding of financial products and services, as well as excellent interpersonal and communication skills. You will work closely with our members to understand their financial needs and provide personalized solutions to help them succeed.
Responsibilities:- Financial Planning: Offer expert advice on various financial products and services, helping members create personalized financial plans.
- Account Management: Assist members with account-related tasks, such as opening and closing accounts, updating member profiles, and processing transactions.
- Problem Resolution: Anticipate and address member issues, striving to exceed expectations and maintain member satisfaction.
- Cross-selling: Proactively identify opportunities to cross-sell additional products and services based on member needs.
The ideal candidate will have a high school diploma or equivalent, previous experience in customer service or sales, and strong knowledge of financial products and services. The estimated salary for this role is $16-$18 per hour, based on the location in Atlanta, GA.
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Financial Services Specialist
4 weeks ago
Atlanta, Georgia, United States Ameriprise Financial Full timeAmeriprise Financial is seeking a skilled Financial Services Specialist to join our team. As a key member of our client servicing team, you will be responsible for assisting advisors in providing exceptional service to our clients.Job Summary:This role is ideal for individuals who are passionate about delivering outstanding customer service and have a strong...
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Member Service Advisor
3 days ago
Atlanta, Georgia, United States Pinnacle Credit Union Full timeWe are seeking a Member Service Advisor to join our team at Pinnacle Credit Union. As a Member Service Advisor, you will be responsible for providing excellent customer service to our members and assisting them with their financial needs.This is an excellent opportunity to build strong relationships with members, promote financial products and services, and...
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Insurance and Financial Advisor
2 weeks ago
Atlanta, Georgia, United States The Young District - Northwestern Mutual Midtown Full timeJob SummaryThe Young District - Northwestern Mutual Midtown is looking for an experienced Insurance and Financial Advisor to join our team. As a key member of our organization, you will help clients secure their financial futures through comprehensive insurance solutions.Main Responsibilities:Customized Solutions: Develop personalized insurance plans that...
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Financial Services Specialist
3 days ago
Atlanta, Georgia, United States New York Life Greater Atlanta Full timeWe are seeking a highly skilled Professional Financial Advisor to join our team in the Greater Atlanta area. This role will involve creating customized financial plans for each client based on their life stage, professional circumstances, and fluctuating financial needs.Job DescriptionThis position is ideal for individuals with a passion for helping people...
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Financial Assistant Coordinator
4 weeks ago
Atlanta, Georgia, United States Corebridge Financial Inc. Full timeJob SummaryWe are seeking a highly skilled Part-Time Advisor Assistant to provide administrative support to our financial advisors. The ideal candidate will be proficient in verbal and written communications, self-motivated, and eager to learn the business. In this role, you will review accounts, create reports, respond to client requests, and assist with...
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Financial Services Growth Strategist
2 days ago
Atlanta, Georgia, United States Capital Investment Advisors Full timeJob Summary:Capital Investment Advisors seeks a skilled Financial Services Growth Strategist to drive firm growth through investment advisor acquisition. The ideal candidate is intimately familiar with the RIA industry, regulatory requirements, and market trends. Reporting to the Director of Business Development, this role will play a key part in building...
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Financial Insurance Advisors
5 days ago
Atlanta, Georgia, United States Insure Direct Full timeAbout the RoleAs a Financial Insurance Advisor at Insure Direct, you will have the opportunity to work with a leading national insurance broker offering a wide range of life, annuity, and other insurance products.We are seeking career-motivated individuals who are looking for a lucrative sales opportunity. Our agents enjoy an 80% close percentage using our...
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Atlanta, Georgia, United States Charles Schwab Full timeDrive Growth with UsWe're seeking a seasoned sales professional to join our team as a Financial Services Relationship Development Manager. This role offers the opportunity to excel in a dynamic environment and make a lasting impact on our clients' success.About Our OpportunityAs a key member of our Advisor Services team, you will be responsible for building...
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Service Advisor
4 weeks ago
Atlanta, Georgia, United States Hennessy Auto Group Full time**Job Summary**: We are seeking a skilled Service Advisor to join our team at Hennessy Auto Group. As a key member of our service department, you will play a crucial role in building trust and fostering repeat business with our customers.About the Role:We are looking for an individual who is passionate about delivering exceptional customer service and has a...
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Financial Services Associate
4 weeks ago
Atlanta, Georgia, United States VOYA Financial Inc. Full timeCompany OverviewVoya Financial Inc. is a leading financial services company that offers a range of products and services to individuals, businesses, and institutions. Our mission is to help our clients achieve their financial goals by providing innovative solutions and exceptional service.We are committed to creating a work environment that is inclusive,...
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Commercial Lending Relationship Developer
4 weeks ago
Atlanta, Georgia, United States Member Business Financial Services Full timeJob OverviewAt Member Business Financial Services LLC, we are seeking an experienced Commercial Lending Relationship Developer to join our team. This role is based in the greater Atlanta area and involves working with local businesses to provide commercial lending services.About the RoleThe primary responsibility of this position is to work with prospective...
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Commercial Lending Professional
3 days ago
Atlanta, Georgia, United States Member Business Financial Services Full timeJob OverviewWe are seeking a skilled Commercial Lending Professional to join our team at Member Business Financial Services LLC (MBFS). This role will involve working with credit unions in the greater Atlanta area to identify business lending opportunities and develop relationships with prospective customers.
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Financial Services Specialist
4 weeks ago
Atlanta, Georgia, United States Simplicity Group Holdings Full timeJob OverviewSimplicity Group Holdings is a fast-growing financial holding company in the independent financial services sector, specializing in the distribution of retirement and financial planning products.We are seeking an experienced Financial Services Specialist to join our team as an Advisor Development Consultant. In this role, you will be responsible...
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Financial Services Representative
4 weeks ago
Atlanta, Georgia, United States Pinnacle Credit Union Full timeWe are seeking a highly skilled Financial Services Representative to join our team as a Member Engagement Specialist. In this role, you will be responsible for providing exceptional customer service to our members and assisting them with their financial needs.As a key member of our team, you will play a vital role in ensuring member satisfaction and...
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Financial Services Payroll Coordinator Leader
4 weeks ago
Atlanta, Georgia, United States Stellantis Financial Services US Full timeJob SummaryWe are seeking a highly skilled Sr. Payroll Coordinator to join our team at Stellantis Financial Services US in Atlanta, GA. As a key member of our HR department, you will be responsible for managing multi-state payroll processing, maintaining accurate records, and providing exceptional customer service to employees.Key Responsibilities:Payroll...
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Tax Manager
5 days ago
Atlanta, Georgia, United States Staff Financial Group Full timeJob OverviewWe are seeking a seasoned Tax Manager to join our team at Staff Financial Group in Atlanta, GA. As a key member of our accounting firm, you will lead tax compliance and consulting engagements for various clients across industries.
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Financial Examiner
1 week ago
Atlanta, Georgia, United States Staff Financial Group Full timeJob OverviewWe are seeking a skilled Financial Examiner to join our Forensic Accounting Department. The ideal candidate will have a strong background in forensic accounting, including experience in fraud investigations, litigation support, and financial analysis.The estimated annual salary for this position is $65,000-$85,000, depending on experience.Key...
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Financial Operations Coordinator
1 week ago
Atlanta, Georgia, United States PrideStaff Full timeJob OverviewWe are seeking a highly organized and detail-oriented Financial Operations Coordinator to join our team in Atlanta, GA. As a key member of our operations team, you will provide exceptional support to our financial advisors and ensure the smooth operation of our practice.
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Financial Services Professional
4 weeks ago
Atlanta, Georgia, United States Voya Financial Full timeAbout UsVoya Financial is committed to providing a better financial future for our customers and our employees. We believe that everyone deserves access to opportunities and are determined to support both individuals and communities in reaching their goals.Compensation PackageThe estimated annual base salary for this position is $48,000 USD. In addition to...
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Professional Financial Advisor
3 days ago
Atlanta, Georgia, United States New York Life Greater Atlanta Full timeWe are seeking a skilled Financial Services Specialist to join our team in the Greater Atlanta area. In this role, you will work closely with clients to understand their financial goals and develop customized plans to achieve them.Job DescriptionThis position is ideal for individuals with a passion for helping people achieve their financial goals. As a...