Investment Consultant Jobs in Georgia
Td Ameritrade Alpharetta, GA, 30023
A leader in brokerage and investment services for over 35 years, TD Ameritrade offers a full spectrum of powerful solutions and innovative tools for trading and investing. We're constantly expanding our knowledge and bolstering our capabilities, from a leading active trader program to intuitive long-term investment solutions and a national branch system. Combined with some of the industry's bright...
Deloitte & Touche L.L.P. Atlanta, GA, 30301
Deloitte Tax LLP helps companies understand national, state and local, and international tax structures and align the tax function with business objectives. Deloitte Tax LLP professionals of the National Federal Tax Services (NFTS) practice work with local office Deloitte Tax professionals to assist clients with fundamental tax planning and analysis. These Federal tax professionals work to unders...
Raymond James Financial Inc Atlanta, GA
Description Responsibilities: Primary responsibilities will include but are not limited to: - Assist in group effortsof investment manager search,due-diligence and selection - Reviewing investment manager strategy, style and performance qualitatively and quantitatively - Analyzing and evaluating investment markets, investment strategies and their impact on client portfolios - Collaborate on ...
BB&T Atlanta, GA, 30301
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. Plan and execute day-to-day portfolio management for assigned accounts within the guidelines of BB&T policies and strategies. 2. Support the new business eff...
Purpose To manage the technical aspects of daily operations,processes and infrastructure with respect to the OSS/BSS platforms whichsupport EEPOs partners. This includesprimary accountability for managing the definition, costing, justification andapproval processes for capital projects and initiatives in the organization aswell as end-to-end responsibility for the development and implementation o...
AUTOMOTIVE SALES CONSULTANTS INCOME POTENTIAL OVER $100k DEMO ALLOWANCE & $10K Signing Bonus!* For 48 years, the Hennessy Automotive Group has maintained the most respected and trusted name in the Georgia Automotive market. Known above all others for its commitment to integrity, excellence and our reputation for putting customers first in all decision processes, we plan to be a dominant force f...
Job Purpose: Serve our client's needs by executing and implementing project plans for new implementations and significant upgrades to the Infor SX.enterprise ERP product. Job Location: The location for this position is flexible. We can accommodate qualified candidates in a variety of US locations. Duties: * Works with our customer's implementation teams as well as our own internal technical res...
Accenture Inc Atlanta, GA, 30301
Organization: Technology Growth Platform Location: Location Negotiable Travel: 100% (Monday - Friday) Join Accenture and help transform leading organizations and communities around the world. The sheer scale of our capabilities and client engagements and the way we collaborate, operate and deliver value provides an unparalleled opportunity to grow and advance. Choose Accenture, and make deliver...
Requirements for the Analytics Consultant: - Bachelor s degree in Business or related field - Five or more (5+) years of experience in a risk management, marketing analytics, or analytics consultant capacity - Thorough knowledge of credit risk scoring, credit data, data attribution, risk modeling and credit lifecycles. Preferred Requirements for the Analytics Consultant: - Graduate degree in relev...
Qualifications Bachelor's Degree and equivalent work experience (3-5 years). Strong attention to detail, organization and decision making skills required. Strong analytical skills required. Strong Communication skills required. Strong Knowledge of relational databases with oracle/sql. Experience with incident and problem management. Experience/exposure to J2EE technology. 36 Month Experience 16 Y...
Required Skills: - Excellent communication and interpersonal skills. - Broad knowledge of pertinent securities market and investment vehicles, along with the experience and perspective to apply toward the effective management of client assets. - Broad knowledge of securities trading patterns and market trends. - Proficient using a Personal Computer and related software applications such as Microso...
To apply visit http://careers.deloitte.com/jobs/eng-US and search for Keyword XTSI15FC1014ATL3. Reqts: Bach's degree or equiv in Engg (any), Bus Admin, MIS, CIS or rel + 2 years of exp providing SAP consulting services to clients on behalf of a global consulting co. Must have 2 yrs of experience with: Evaluating process deficiencies and streamlining implementation maps using ASAP methodology withi...
E Trade Financial Corp Alpharetta, GA
Detailed Description COMPANY OVERVIEW E*TRADE Financial Corporation, the online investing & trading pioneer, with 4.7 million total accounts and over $265 billion in customer assets, is continuing to reinvent the online trading industry. Our unique culture of innovation creates an environment where you will be continually learning and challenged to develop your career. SUMMARY Financial Consul...
Aflac Columbus, GA
Financial Regulatory Compliance Research Consultant( Job Number: 00048286) Description Spread Your Wings We are the duck. We inspire and are inspired, listen and respond, empower our people, give back to our community, and most importantly, celebrate every success along the way. We do it all ... The Aflac Way. Aflac, a Fortune 500 company, is an industry leader in voluntary insurance product...
SunTrust Banks GA, GA
Description Supports an STIS Advisor (Investment Consultant/Private Financial Advisor /Private Wealth Advisor) who has a minimum of $1.5MM annual production. Assists customers with trades, requests for information, research, account problems etc. Works closely with Advisors to meet the needs and objectives of the customer. Consults clients and prospective clients with focus on analyzing goals, ob...
CB Richard Ellis Atlanta, GA, 30301
CBRE Group, Inc. (NYSE:CBG), a Fortune 500 and S&P 500 company headquartered in Los Angeles, is the world’s largest commercial real estate services and investment firm (in terms of 2012 revenue). The Company has approximately 37,000 employees (excluding affiliates), and serves real estate owners, investors and occupiers through more than 300 offices (excluding affiliates) worldwide. CBRE offers st...
Ceridian Atlanta, GA, 30301
Sr. Implementation Consultant - Atlanta About Dayforce HCM at Ceridian: Join the award-winning Dayforce HCM team at Ceridian. It is the best of both worlds: the opportunities of an enterprise organization combined with the energy and excitement of a start-up. Work with the latest technologies on a world-leading development team transforming human capital management with a single, end-to-end, Saa...
Our client is the world's leading chemical company. With more than 110,000 employees, six affiliate sites and approximately 380 additional production sites worldwide they serve customers and partners in almost all countries of the world. They combine economic success, social responsibility and environmental protection. Through science and innovation they enable customers in almost all industries t...
Honeywell States, GA
Description 1. Position Responsibilities: Define and document the proposed Vocollect voice system application(s) Schedule and document the detailed knowledge transfer to the Vocollect Implementation Project Manager of the system that is integrated into the customer’s environment Work closely with the customer, the Senior Business Consultant will identify business needs and propose solutions of...
Regions Financial Corporation Mcdonough, GA
Financial Sales Consultant - Peachtree City, GA At Regions, our Financial Consultants will establish a portfolio of bank customers based on meeting the financial objectives of the customer through sound advice and guidance. This advice will be based on a deep understanding of our customer, their current financial standing and their short and long term goals. Primary Responsibilities Offer a bro...
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Education Career Tools
$27,040.00 - $131,100.00
Typical Salary for Investment Specialist in Georgia
Source: Monster.com Careerbenchmarking Tool
Education / Training
Some College Coursework Completed
Source: Monster.com Careerbenchmarking Tool
Serves clients by obtaining and evaluating client financial situation; developing, recommending, and managing financial plans, services, and actions; developing and expanding business.
Rate of Growth
Size of Industry in 2006:
Source: Bureau of Labor Statistics, May 2006
Provides financial services by serving as primary point of contact for clients; coordinating development and delivery of services among service team members; providing information to clients' other advisors, such as, attorneys and accountants; issuing and reviewing documents; completing account set-up and settlements.
Develops new business by contacting potential clients; explaining service benefits; preparing and closing contracts; presenting new products to existing clients.
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