Financial Associate
3 months ago
We are an independent financial services firm with a nationwide presence spanning all 50 states. With over four decades of experience, our commitment lies in addressing the financial needs of families, individuals, and businesses across the country. Operating as a non-captive broker dealer, we have established partnerships with industry leaders such as Nationwide, Prudential, Transamerica, Fidelity, and more, allowing us to market and represent their diverse range of products and services.
Our approach is rooted in education, aiming to share our expertise with people from various backgrounds. Unlike traditional financial services, our firm does not impose a specific net worth or minimum investment requirement to get started. We offer a complimentary financial plan to those seeking assistance or feeling overlooked by the conventional financial services sector.
In the current economic climate, where retirements are at risk, our services become even more crucial in providing families with solutions. Our mission is to be a solution to the financial challenges many face today and in the future.
Distinguishing ourselves through a comprehensive range of services and an educational approach, our expanding firm is seeking individuals for training. The goal is to help convert clients' portfolios into tax-free vehicles for retirement and preserve wealth.
OUR COMPANY OFFERS:
- High Income Potential
- Flexible Schedule
- Part-Time and Full-Time Positions
- Exciting Work Environment
- Unlimited Company Growth Potential
- World-class financial education & training program (NO experience required)
MULTIPLE METHODS OF COMPENSATION in Financial Services:
- Commission income with no ceiling
- Residual income (paid from work done last year, every year)
- Passive income (income from clientele group)
- Bonuses, paid world travel, and more
KEY BENEFITS:
- Option to work remotely (in the office, at home, or anywhere)
- Choose an area of interest and work flexible hours
- High-Income Professional Industry (training and state license)
- Associate position with rapid advancement capability to management and increased income
- NO prior formal industry experience required
- Learn financial strategies to improve your own knowledge and help others
BASE QUALIFICATIONS:
- Minimum 18 years of age
- Legal U.S. Resident, Citizen, or Work Permit with SSN
- Able to complete licensing requirements within 60 days***
- Accountable with a high level of integrity (critical in this regulated and customer-based industry)
PREFERRED QUALITIES:
- Accountable and Ethical (do what you say you will do)
- Ability to work independently with a strong support team
- Good at follow-through and completing tasks
- Self-Starter
- Teachable and open to becoming professionally trained
Sales experience is preferred, but we are willing to train the right individual. If you seek a rewarding and lucrative career without glass ceilings, please send us your resume.
-
Financial Markets Associate
2 weeks ago
Atlanta, Georgia, United States Truist Financial Corporation Full timeJob Title: Financial Markets AssociateAs a Financial Markets Associate at Truist Financial Corporation, you will play a key role in developing short-term investment programs with Banking clients. Your primary responsibility will be to distribute these programs to institutional investors in the marketplace, ensuring the firm is effectively funded through...
-
Financial Services Professional
2 weeks ago
Atlanta, Georgia, United States LPL Financial Full timeUnlock Your Potential as a Financial AdvisorAt LPL Financial, we're committed to helping you succeed in your career as a Financial Advisor. Our partnership with TruStage and Georgia's Own Credit Union offers a unique opportunity to grow your business and help clients achieve their financial goals.Key Benefits:Service an existing book of business upon...
-
Financial Services Professional
2 weeks ago
Atlanta, Georgia, United States LPL Financial Holdings, Inc. Full timeUnlock Your Potential as a Financial AdvisorAbout the RoleWe are seeking a skilled Financial Advisor to join our team at Delta Community Credit Union in Atlanta, GA. As a Financial Advisor associated with LPL Financial, you will be part of a dynamic team that supports the local community with a complete menu of financial services.As a Financial Advisor, you...
-
Financial Associate
1 week ago
Atlanta, Georgia, United States Transamerica Full timeWe are a leading financial services firm with a strong presence across the United States. With over four decades of experience, our commitment is to providing personalized financial solutions to individuals, families, and businesses nationwide. As a non-captive broker dealer, we have established partnerships with top industry leaders, allowing us to offer a...
-
Financial Client Associate
1 month ago
Atlanta, Georgia, United States The Forge Companies Full timeJob SummaryThe Financial Client Associate role at The Forge Companies is a dynamic position that requires a detail-oriented and organized individual to support a team of Financial Advisors in providing exceptional client service. As a key member of our team, you will work closely with clients to understand their financial needs and goals, and assist in...
-
Financial Client Associate
3 months ago
Atlanta, United States The Forge Companies Full timeJob SummaryThe role and function of a Financial Client Associate at Advocacy Wealth Management is to support a team of Financial Advisors who are responsible for providing fiduciary-level financial planning and investment services to our clients. A Financial Client Associate will also work directly with our clients as well as with internal and external...
-
Financial Client Associate
1 month ago
Atlanta, United States The Forge Companies Full timeJob SummaryThe role and function of a Financial Client Associate at Advocacy Wealth Management is to support a team of Financial Advisors who are responsible for providing fiduciary-level financial planning and investment services to our clients. A Financial Client Associate will also work directly with our clients as well as with internal and external...
-
Financial Services Representative
4 weeks ago
Atlanta, Georgia, United States Transamerica Financial Advisors, Inc. Full timeUnlock Your Potential as a Financial Services AgentAre you looking for a career change that offers lucrative opportunities and a sense of fulfillment? Do you want to work from home and have a flexible schedule? Look no further than Transamerica Financial Advisors, Inc.We are an independent division of Transamerica Financial Advisors based throughout Florida,...
-
Financial Services Associate
1 month ago
Atlanta, Georgia, United States The Forge Companies Full timeJob SummaryThe Financial Client Associate role at The Forge Companies is a dynamic position that requires a detail-oriented and analytical individual to support a team of Financial Advisors in providing fiduciary-level financial planning and investment services to clients. This role involves working directly with clients, internal partners, and external...
-
Client Associate
5 months ago
Atlanta, United States Rockefeller Financial Full timeAbout Rockefeller Capital Management: Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations...
-
Investment Banking Associate
1 month ago
Atlanta, Georgia, United States Truist Financial Corporation Full timeJob Title: Consumer and Retail Corporate Banking AssociateAt Truist Financial Corporation, we are seeking a highly skilled and motivated Consumer and Retail Corporate Banking Associate to join our team.Job Summary:The Consumer and Retail Corporate Banking Associate will play a key role in supporting our clients in the consumer and retail sectors, providing...
-
Financial Services Associate
2 weeks ago
Atlanta, United States B2 Capital Solution Provider Full timeJob DescriptionJob DescriptionAre you interested in working in a high-energy phone sales environment focused on financial products? B2 Capital has an exciting opportunity just for you! We are currently seeking a dedicated Financial Services Associate to provide outstanding service over the phone. As a Financial Services Associate, you will be responsible for...
-
Financial Development Associate
1 week ago
Atlanta, Georgia, United States UNUM Full timeProgram OverviewThe Accounting and Finance Development Program at UNUM is a comprehensive program designed to develop and grow the financial and business acumen of its participants. The program provides Associates with high visibility within the Finance organization and numerous opportunities to develop their career.Program ObjectivesThe objective of the...
-
Credit Delivery Associate
1 month ago
Atlanta, Georgia, United States Truist Financial Corporation Full timeJob Title: Credit Delivery AssociateTruist Financial Corporation is seeking a skilled Credit Delivery Associate to join our team. As a key member of our Credit Delivery team, you will be responsible for underwriting credit products to new and existing clients, managing the existing portfolio, and ensuring appropriate risk/return strategies.Key...
-
Associate Director, Applications Support
2 weeks ago
Atlanta, Georgia, United States Stellantis Financial Services Full timeJob Title: Associate Director, Applications SupportStellantis Financial Services is a leading provider of financial services to the automotive industry. We are seeking an experienced Associate Director, Applications Support to join our team.Job Summary:The Associate Director, Applications Support will be responsible for leading a team of technical support...
-
Financial Services Associate
5 days ago
Atlanta, Georgia, United States B2 Capital Solution Provider Full timeJob Title: Financial Services AssociateAbout Us:B2 Capital Solution Provider is a leading financial services company that specializes in securing capital efficiently for businesses. We believe that having the right growth partner is crucial for businesses to thrive.Responsibilities: Schedule phone meetings with potential clients to discuss their financial...
-
Tax Senior Associate
2 weeks ago
Atlanta, Georgia, United States Staff Financial Group Full time{"Job Title": "Tax Senior Associate", "Job Overview": "At Staff Financial Group, we are seeking a highly skilled Tax Senior Associate to join our team in Atlanta, GA. As a Tax Senior Associate, you will lead complex tax engagements, mentor junior staff, and drive results that add significant value to our clients. Key Responsibilities: * Prepare and review...
-
Collections Team Manager
4 days ago
Atlanta, Georgia, United States Stellantis Financial Services Full timeStellantis Financial Services is a leading global mobility player that provides freedom of movement for all through distinctive, appealing, affordable, and sustainable mobility solutions. Our company's strength lies in the breadth of our iconic brand portfolio, the diversity and passion of our 30,000 people, and our deep roots in the communities in which we...
-
Credit Delivery Associate: Industrials
1 month ago
Atlanta, Georgia, United States Truist Financial Corporation Full timeJob Title: Credit Delivery Associate: IndustrialsTruist Financial Corporation is seeking a skilled Credit Delivery Associate to join our Industrials team. As a key member of our credit delivery team, you will be responsible for underwriting credit products to new and existing clients, managing the existing portfolio, and ensuring appropriate risk/return...
-
Jr. Associate Client Advisor
4 weeks ago
Atlanta, United States Voya Financial Full timeTogether we fight for everyones opportunity for a better financial future. We will do this together with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyones access to opportunitie Client Advisor, Insurance, Solutions, Associate, Solution, Advisor, Technology