- Fidelity TalentSource LLC (Atlanta, GA)
- … Net Worth RepresentativeWe have an exciting opportunity for a remote, licensed High Net Worth Service Associate in the Greater Atlanta Metro ... support our clients remotely. The\u00A0Purpose\u00A0of Your Role As a High Net Worth Representative, you...of $250,000 to $1 million, and therefore have complex service and investment needs. In this role, you will… more
- Fidelity TalentSource LLC (Atlanta, GA)
- …professional with a proven track record of success in the Family Office and High Net Worth marketplace. Primary Responsibilities Manage the entire sales ... effective, provide objective guidance and, most importantly, deliver outstanding service . Our focus is to support the needs of...years of industry experience with a concentration in ultra high net worth sales. Series… more
- Bank of America (Duluth, GA)
- …advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing ... Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds...across the business to increase opportunities for affluent and high net worth client acquisition… more
