Top 250 Crm financial Jobs in Buford Ga

Associate Financial Advisor
NettWorth Financial Group —Cumming, GA
- $70,000 - $90,000 a year
- Weekends as needed
- Background check
- Microsoft Outlook
- Mid-level
Quick Apply
Licensed Retirement Plan Advisor
Payentry —Norcross, GA
- $75,000 - $85,000 a year
- Hybrid work
- Mid-level
- Business development
- 2 years
- Disability insurance
- Health insurance
Quick Apply
Senior Commercial Strategy Analyst
Quikrete – Cement —Alpharetta, GA
- Online Application
- 7 years
- Office
- Finance
- Disability insurance
- Health insurance
Quick Apply
13d
Business Analyst Specialist
Macy’s —Johns Creek, GA
- $81,120 - $135,120 a year
- Computer Science
- 5 years
- Engineering
- Store discount
- Paid holidays
Apex - Junior Sales Partner
Great Day Improvements: A Family of Brands —Alpharetta, GA
- Part-time
- Driver's License
- Reliable transportation
- No travel
- Paid training
- Flexible schedule
Director of Integrations
CFS —Atlanta, GA
- $160,000 - $200,000 a year
- Up to 50% travel
- ERP systems
- Analysis skills
- Health insurance
- Dental insurance
8d
Director of Integrations
CFS —Atlanta, GA
- $160,000 - $200,000 a year
- Up to 50% travel
- ERP systems
- Analysis skills
- Health insurance
- Dental insurance
8d
Leasing Ambassador (BTR) (Part Time)
Maymont Homes —Dawsonville, GA
- Full-time
- Microsoft Excel
- Organizational skills
- Experience equivalent to degree accepted
- Paid time off
- 401(k) matching
Quick Apply
9d
CRM Financial Analyst
Siemens —Peachtree Corners, GA
- $74,970 - $128,520 a year
- Full-time
- 5 years
- Bachelor of Science
- Mid-level
7d
Front Office Administrator / Customer Service & Bookkeeper
Hobort Shipping And Logistics —Lawrenceville, GA
- $22 - $28 an hour
- Full-time
- Google Workspace
- Microsoft Outlook
- Computer literacy
- Paid training
- Paid holidays
Quick Apply
13d
Operations Coordinator
ECA Gate and Lock —Duluth, GA
- $45,000 - $75,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Work from home
Critical Account Specialist
SBS —Alpharetta, GA
- $50,000 - $55,000 a year
- Hybrid work
- Research
- Mid-level
- Office
- Health insurance
- Paid time off
6d
Staff Accountant I
Geneva Benefits Group —Lawrenceville, GA
- $55,000 - $70,000 a year
- Full-time
- Background check
- CPA
- Mid-level
- Health savings account
- Health insurance
Quick Apply
Administrative Support Associate II
Gwinnett County —Gwinnett County, GA
- $40,101 - $64,162 a year
- Full-time
- Public speaking
- Research
- Mid-level
- Wellness program
- Paid parental leave
5d
IT Business Analyst
S2 IT Group —Alpharetta, GA
- Full-time
- Oracle
- Engineering
- Java
- Referral program
Salesforce Business System Analyst
Flatiron Construction Corp —Atlanta, GA
- $110,000 - $140,000 a year
- Full-time
- Computer Science
- 5 years
- Research
- Health insurance
- Dental insurance
Specialty Sales Operations Planner
Hewlett Packard Enterprise —Alpharetta, GA
- $81,400 - $164,400 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Analysis skills
Director of Operations & Activation, Priority Commer
Priority Technology Holdings, LLC —Alpharetta, GA
- $165,000 - $200,000 a year
- Full-time
- Remote
- Microsoft Excel
- Microsoft Outlook
- Marketing
- Health insurance
- Dental insurance
Quick Apply
Director Risk Management
Herschend Enterprises —Peachtree Corners, GA
- Hybrid work
- Office
- Finance
- Bachelor's degree
8d
Administrative Coordinator - Northside Hospital
Northside Hospital Inc. —Atlanta, GA
- Full-time
- Marketing
- Hospital
- Medical office experience
- Opportunities for advancement

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crm financial jobs near buford ga

Associate Financial Advisor

NettWorth Financial Group -
Cumming, GA

Quick Apply

Job Details

Full-time
$70,000 - $90,000 a year

Qualifications

Financial services customer support
Customer relationship building
Microsoft Outlook
Administrative experience
Managing clients in a customer support role
Client database systems
Series 7
Bachelor's degree
Video conferencing software
Client services
Financial product expertise
Relationship management
CRM system proficiency
Series 65
Life & Health Insurance License
Experience practicing in the securities industry
Account management
Video conferencing systems operation
Time management
Customer data entry

Full Job Description

Job Description

Job Title: Associate Financial Advisor

Reports To: Senior Financial Advisor

Job Status: Full-time

Compensation: Salary + Bonus (Or Commissions)

NettWorth Financial Group is looking to find a candidate for an Associate Financial Advisor position in Cumming, GA. As part of this opportunity, you will work directly with a Senior Advisor who will be your mentor throughout the life of the position. In addition to a mentor who is an industry expert with over 30 years’ experience working in their niche market, you will have access to:

Existing clients and prospective clients
Top-notch administrative support
Marketing support
Name and brand recognition of firm due to length of time & presence in the community
The equipment and software you need for illustrations and reports

Essential Duties and Responsibilities:

Service Senior Advisor’s book of business
Lead client review meetings
Manage multiple client relationships
Oversee and monitor portfolios for goal alignment
Provide market quotes, place orders, rebalance accounts as directed
Prepare financial plans and investment recommendations under supervision
Analyze financial statements and perform calculations; suggest preliminary recommendations and run illustrations
Research and resolve client service problems for errors as needed
Calendar management for scheduling meetings, conference calls; appointment confirmations and appointment materials
Maintain accurate client information in proprietary systems
Manage all details of clients in CRM, record client appointment notes, workflows, and database lists
Draft written and electronic correspondence, as needed
Process cashiering and asset movement requests such as distributions, and wire and check requests.
Ability to generate referrals, new client relationships and professional relationships
Office administrative support as needed
Manage new client onboarding, including paperwork, account opening, and communication
Perform other duties as assigned

Professional Growth:

Training – Commitment to engage in a career long process of ongoing training and education to acquire the knowledge of financial products and services in changing economic conditions.
Expand a business practice by using effective prospecting and referral-based strategies, as well as identifying and cultivating new client relationships within target markets.
Learn necessary selling skills practices, Develop, and improve subject matter expertise and sales skills
Willingness to obtain recognized professional designations as a commitment to excellence
Entrepreneurial minded with a strong work ethic
Desire to help others manage and achieve financial confidence

Required Skills

Industry and product knowledge
Understanding and proficiency in regard to customer relationships, customer service, data entry, confidentiality, problem resolution and MS Office products such as Word, Excel, Outlook.
Experience with CRMs such as Redtail
Experience with virtual meeting applications such as Go To Webinar, Zoom.
Excellent oral and written communication skills
Energetic and outgoing personality with great interpersonal skills
Excellent organizational, time management and multi-tasking skills
Organized, meticulous, detail-oriented and able to multitask
Ability to work some evenings and on weekend depending on event schedule
Ability to work independently and under pressure in a fast-paced environment
Professional attitude, demeanor, and appearance

Education and Experience

Bachelor’s degree and a minimum of four(4) years’ experience in the financial services industry – or equivalent combination of experience, education and/or training as approved by the firm
Client service/relationship management experience required.

Licenses/Certifications

FINRA Series 7, Series 65, Life and Health licensing required with a commitment to obtaining further continuing education requirements to maintain licensing

NettWorth Financial Group is affiliated with the Broker Dealer, Cambridge Investment Research, inc. and the independent clearing firms, Pershing LLC and NFS.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc. a broker-dealer, member FINRA/SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc. a Registered Investment Advisor. Cambridge and NettWorth Financial Group are not affiliated.

Pay: $70,000.00 - $90,000.00 per year

License/Certification:

Series 7 (Required)

Ability to Commute:

Cumming, GA 30040 (Required)

Work Location: In person

Quick Apply

Refine Your Search

crm financial jobs in buford ga

Associate Financial Advisor

Licensed Retirement Plan Advisor

Senior Commercial Strategy Analyst

Business Analyst Specialist

Apex - Junior Sales Partner

Director of Integrations

Director of Integrations

Leasing Ambassador (BTR) (Part Time)

CRM Financial Analyst

Front Office Administrator / Customer Service & Bookkeeper

Operations Coordinator

Critical Account Specialist

Staff Accountant I

Administrative Support Associate II

IT Business Analyst

Salesforce Business System Analyst

Specialty Sales Operations Planner

Director of Operations & Activation, Priority Commer

Director Risk Management

Administrative Coordinator - Northside Hospital

I want to receive the latest job alert for crm financial in buford ga

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