Finance representative jobs in Johns Creek, GA - 437 jobs
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Senior MD, Investment Banking & M&A Growth
Portage Point Partners
Finance representative job in Atlanta, GA
A leading financial consultancy in the United States is seeking a Managing Director for its Investment Banking (IB) team. This role offers a unique opportunity to lead complex M&A transactions and manage client relationships. The ideal candidate has over 15 years of investment banking experience, strong leadership skills, and a proven ability to thrive in a high-performance environment. The position offers a competitive compensation package of $1.2M to $3M annually.
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A leading financial advisory firm in Atlanta is seeking a Director of Financial Planning to provide exemplary financial advice and manage client relationships. The ideal candidate will have direct experience in wealth management, a strong track record of client satisfaction, and possess or be able to obtain necessary licenses. This role offers a competitive salary and performance-based compensation, focusing on the clients' best interest and financial goals.
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$69k-119k yearly est. 5d ago
Citi Private Bank - UHNW Private Banker - Director / MD
Citigroup Inc. 4.6
Finance representative job in Atlanta, GA
Private Bankers at Citi develop and deepen client relationships in order to thoroughly understand the client situation and utilize that knowledge to develop tailored wealth management strategies. Private Bankers are able to add value to clients by building and drawing upon a network of internal resources, often global, to achieve desired results. Successful Bankers are able to develop and adapt a disciplined sales process to convert a pipeline of prospects into target market clients. In addition, they are able to deliver quality Private Bank client relationships (solutions and services) in an intensely competitive fragmented market, taking fullest advantage of the Citi franchise while protecting the Bank and client/firm by complying with relevant policies, procedures, and country legal/regulatory requirements.
Job Requirements New Client and Business Development
Grow client net revenue annually in core product areas: investment management, capital markets, and banking & lending
Create sales and marketing strategies designed to generate revenue growth and to acquire new target clients within different sectors
Prospecting - generate leads and develop prospects, network to identify referrals to new clients/prospects
Profile, qualify, and convert prospects into CPB clients.
Identify and execute on new business opportunities with existing clients
Orchestrate appropriate specialist resources to develop tailored, long-term solutions for clients/prospects
Present and communicate to clients/prospects complex financial concepts and investment strategies in a way that is easily understood
Relationship Management
Serve as the client's advocate and trusted advisor (primary contact) for strategic advice on financial matters
Create, organize, and implement a wealth management strategy designed to deepen relationships with existing clients
Manage client expectations regarding what can and cannot be executed on their behalf
Ensure financial strategies are kept current and appropriately aligned with client objectives
Understand and communicate the risk involved with financial and investment strategies
Ensure all client inquiries and problems are handled effectively and resolved
Help team members to acquire experience and establish credibility with clients
Compliance Oversight and Controls
Comply with all regulatory policies and control procedures regarding client transactions and suitability
Oversee and ensure compliance with the following processes: Investment Objective Setting (IOS), Client Risk Profile (CRF), Periodic Client Reviews
Oversee and ensure clients are on‑boarded appropriately including all required documentation is complete and accurate
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgement regarding personal behaviour, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Skills and Knowledge
Client facing experience, preferably in the financial services industry. Strong knowledge of investments, banking and credit products
Strong knowledge of financial industry and current market conditions
Strong verbal and written communication skills. Excellent interpersonal skills, problem solving, team work and analytical skills
Ability to establish relationships and partner effectively with various groups including sales, service, operations, compliance, and marketing
Ability to understand, utilise and learn computer and web based applications
Qualifications and Education
15+ years of experience
Licensing: Series 7 & 66 (or 63 & 65) & 31
Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and transactions / Demonstrated track record in relationship selling
Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities.
Job Family Group
Private Client Coverage
Job Family
Private Banker
Time Type
Full time
Primary Location
Atlanta Georgia United States
Primary Location Full Time Salary Range
$200,000.00 - $500,000.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
Most Relevant Skills
Please see the requirements listed above.
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
Anticipated Posting Close Date
Jul 15, 2025
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.
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$121k-196k yearly est. 5d ago
Proprietary Equity Traders Wanted
T3 Trading Group 3.7
Finance representative job in Atlanta, GA
NOW Accepting Applications for Prop Trading Professionals
Considering an exciting new career as a professional trader?
T3 Trading Group, LLC (****************** is a Registered SEC Broker-Dealer & Member of FINRA/SIPC. We are recruiting hardworking, entrepreneurial entry level-traders for remote positions in our nationwide Trading Group.
Trading with T3TG
Our goal is to help every trader maximize their potential through:
In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics
Cutting edge technology including access to multiple trading platforms, ‘dark' and ‘lit' execution venues, plus black box/algorithmic systems
Daily trading reviews with experienced traders for individualized help
An open and friendly team environment
A competitive payout structures
Required Qualifications
College degree with a competitive GPA
Passion for financial markets
Strong analytical skills
Team-oriented mentality
A focused, entrepreneurial personality
Experience in sports or other competitive endeavors like gaming preferred but not required
Prior trading experience is not required
Professional Trading Benefits
As a professional trader with T3TG you get:
Access to firm capital for superior leverage to traditional retail brokerage accounts.
A community of like-minded seasoned professionals to trade alongside.
Avoidance of traditional retail restrictions such as the Pattern Day Trader (PDR) rule and short sale restrictions.
Access additional capital and potential full-backing based on your performance.
Regulatory Requirements
To trade the firm's capital, equities and options traders must pass the Securities
Industry Essentials (SIE) and Series 57 top off exams to obtain the Securities Trader Representative registration. We are happy to sponsor all qualified candidates to take the exams.
Additionally, all traders must complete FINRA Registration paperwork and applicable background checks.
About T3TG
T3 Trading Group, LLC, a unit of T3 companies, is a Registered SEC Broker-Dealer and Member of FINRA/SIPC. Established in 2007 and registered in 2010, it holds licenses in 53 U.S. States and Territories. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district.
Please Note:
Proprietary trading is not for everyone. However, it can be a great fit for entrepreneurial spirits with superior work ethic and discipline. Historically, we have sponsored H1B visas on a case-by-case basis and generally require 12 months remaining on any OPT Visa.
How to Apply
If interested, please contact Paolo Fontana at ************ or ***************************
$80k-148k yearly est. Easy Apply 60d+ ago
Career and Internship Advisor
Kennesaw State University 4.3
Finance representative job in Kennesaw, GA
About Us Are you ready to transform lives through academic excellence, innovative research, strong community partnerships and economic opportunity? Kennesaw State University is one of the 50 largest public institutions in the country. With growing enrollment and global reach, we continue to expand our institutional influence and prominence beyond the state of Georgia. We offer more than 190 undergraduate, graduate, and doctoral degrees to empower our 47,000 students to become thought leaders, lifelong learners, and informed global citizens. Our entrepreneurial spirit, high-impact research, and Division I athletics draw students from throughout the region and from more than 100 countries across the globe. Our university's vibrant culture, career opportunities, rich benefits, and values of respect, integrity, collaboration, inclusivity, and accountability make us an employer of choice. We are part of the University System of Georgia. We are searching for talented people to join Kennesaw State University in our vision. Come Take Flight at KSU!
Location
(Primary Location for Job Responsibilities) Our Kennesaw campus is located at 1000 Chastain Road NW, Kennesaw, GA 30144.
Our Marietta campus is located at 1100 South Marietta Parkway, Marietta, GA 30060.
Job Summary
Provides individual and group career advising to students, covering topics such as connecting majors to careers, exploring industries and career paths, reviewing resumes, conducting mock interviews, and negotiating salaries. Collaborates with faculty and staff to oversee the Internship and Co-op (experiential education) program within assigned colleges. Partners with the Employer Relations team in Career Planning and Development to establish industry connections, support student programming, and enhance recruitment efforts. Organizes campus-wide workshops and networking events.
Responsibilities
KEY RESPONSIBILITIES:
1. Assists students with resume and cover letter writing, interview tips, job or internship search strategies, salary negotiation, career exploration, and more
2. Partners with campus partners to better serve the career-related needs of students who may be undeclared or in focus areas rather than declared majors
3. Creates specific programmatic offerings for students in order to assist them in generating career goals and their relation to a major
4. Develops a deep understanding and competency of career exploration resources
5. Works to promote the importance of internship and cooperative education programs to their students, while maintaining a liaison relationship with faculty and administrators regarding the processing of and registration for for-credit internships and co-ops
6. Performs classroom, campus, and orientation presentations to students at the request of faculty or departmental staff
7. Participates in office events including but not limited to Job and Internship Fairs, networking events, and more
8. Works collaboratively with faculty and administrators in assigned college(s) to develop and offer career development content at appropriate timing
9. May serve as an instructor of record for non-credit bearing internship, cooperative education, and/or career-focused courses
10. May provide educational sessions related to career readiness
Required Qualifications
Educational Requirements
Bachelor's degree from an accredited institution of higher education
Other Required Qualifications
Current, valid, and unrestricted driver's license
Required Experience
Two (2) years related or transferable experience (can include graduate assistantships in a master's program)
Preferred Qualifications
Additional Preferred Qualifications
Familiarity with career services platforms (e.g., Handshake), applicant tracking systems, and career assessment tools to support student career development
Preferred Educational Qualifications
Advanced degree from an accredited institution of higher education in Higher Education Administration, Human Resources, or related field
Preferred Experience
Experience building relationships with employers, recruiters, and industry professionals to create internship, co-op, and job opportunities for students
Proposed Salary
The budgeted salary range for this role is $45,900-$53,000 annually. Offers are based on relevant experience.
Comprehensive benefits include Medical, Dental, Vision, 13 paid holidays, vacation, generous retirement plans, tuition waiver, wellness options, and more!
Visit- ******************************************
Knowledge, Skills, & Abilities
ABILITIES
Strong ability to guide students in career planning, resume writing, interview preparation, and salary negotiation while effectively collaborating with faculty, staff, and employers
Strong ability in coordinating career programs, workshops, and networking events, ensuring smooth execution and student engagement
Able to establish and maintain partnerships with employers, faculty, and staff to enhance career opportunities and recruitment efforts
Able to handle multiple tasks or projects at one time meeting assigned deadlines
KNOWLEDGE
Understands career advising principles, job search strategies, employer recruiting practices, and experiential learning programs (internships/co-ops)
SKILLS
Excellent interpersonal, initiative, teamwork, problem solving, independent judgment, organization, communication (verbal and written), time management, project management and presentation skills
Proficiency in career services platforms (e.g., Handshake), Microsoft Office Suite, and data tracking to assess program effectiveness and student outcomes
Proficient with computer applications and programs associated with the position (i.e., Microsoft Office suite)
Strong attention to detail and follow up skills
Strong customer service skills and phone and e-mail etiquette
USG Core Values
The University System of Georgia is comprised of our 26 institutions of higher education and learning as well as the System Office. Our USG Statement of Core Values are Integrity, Excellence, Accountability, and Respect. These values serve as the foundation for all that we do as an organization, and each USG community member is responsible for demonstrating and upholding these standards. More details on the USG Statement of Core Values and Code of Conduct are available in USG Board Policy 8.2.18.1.2 and can be found on-line at **************************************************************************
Additionally, USG supports Freedom of Expression as stated in Board Policy 6.5 Freedom of Expression and Academic Freedom found on-line at ************************************************
Equal Employment Opportunity
Kennesaw State University is an Equal Employment Opportunity Employer. The University is committed to maintaining a fair and respectful environment for living, work and study. To that end, and in accordance with federal and state law, Board of Regents policy, and University policy, the University prohibits harassment of or discrimination against any person because of race, color, sex (including sexual harassment, pregnancy, and medical conditions related to pregnancy), sexual orientation, gender identity, gender expression, ethnicity or national origin, religion, age, genetic information, disability, or veteran or military status by any member of the KSU Community on campus, in connection with a University program or activity, or in a manner that creates a hostile environment for members of the KSU community.
For additional information on this policy, or to file a complaint under the provisions of this policy, students, employees, applicants for employment or admission or other third parties should contact the Office of Institutional Equity at English Building, Suite 225, ****************.
Other Information
This is not a supervisory position.
This position does not have any financial responsibilities.
This position will be required to drive.
This role is considered a position of trust.
This position does not require a purchasing card (P-Card).
This position may travel 1% - 24% of the time
This position does not require security clearance.
Background Check
* Standard Enhanced
* Education
* DMV
* 9 Panel Lab Drug Test
Per the University System of Georgia background check policy, all final candidates will be required to consent to a criminal background investigation. Final candidates may be asked to disclose criminal record history during the initial screening process and prior to a conditional offer of employment. Applicants for positions of trust with screening
results which confirm a disqualifying criminal history will be immediately disqualified from employment eligibility.
All applicants are required to include professional references as part of their application process. Some positions may require additional job-based screenings such as motor vehicle report, credit check, pre-employment drug screening and/or verification of academic credentials.
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$45.9k-53k yearly Easy Apply 13d ago
Trader
Vident Asset Management
Finance representative job in Alpharetta, GA
We are seeking an experienced and high-integrity Trader to join Vident Asset Management (Vident). As a Trader,
you will play a crucial role in executing investment transactions and supporting portfolio managers in achieving
their investment objectives. Vident manages portfolios across asset classes, but expertise in trading derivatives,
including options, will be preferred. You will collaborate with various stakeholders to ensure smooth operations,
monitor market trends, and identify opportunities for optimizing trading processes. Your responsibilities will
include trade monitoring, engagement with ETF market makers, producing reports, mitigating trade risk,
supporting new business initiatives, and addressing any assigned tasks by your manager. With your expertise in
trading and market analysis, you will contribute to the overall success of the investment team.
Qualifications:
Comprehensive knowledge of trading and how that relates to portfolio management and investment
operations, with 4 or more years of practical experience
Experience with domestic and international trade settlement and reconciliation processes
Experience trading or managing portfolios with options
Excellent Excel knowledge and strong programming skills, including Python
Ability to multi-task and prioritize while producing high-quality work in a fast-paced environment
Keen attention to detail
Ability to discreetly handle confidential data
Strong organizational skills and proactive planning, with an ability to respond to urgent requests
Bachelor's Degree in Finance or related field
Registered Investment Advisor and ETF experience
Familiarity with Bloomberg, AIM, Orion or other portfolio management systems
What we offer:
PTO plus 10 paid holidays
Flexible Working Benefits
Daily Paid Lunch for Onsite Employees
Onsite Gym Discount
Medical, Dental, Vision
EAP and Telehealth with Mental Health Support
Short and Long Term Disability
SIMPLE IRA with up to 3% Match
$67k-115k yearly est. 60d+ ago
Financial Representative
Hypelink
Finance representative job in Atlanta, GA
About the Career
Modern Woodmen Fraternal Financial and MWA Financial Services. A Great Place to Work-Certified Region. As a fraternal benefit society, we have no stockholders. Were owned and operated by and for the benefit of our members. We specialize in retirement planning, investments, and life insurance. Creating written financial plans for financial protection, retirement planning, retirement distribution, estate planning, business planning, and employee benefits.
Our financialrepresentatives are "hometown" professionals who manage their own branch offices and build a business to not only serve their members but their communities too.
FinanceFinancial Advisor
Business
Insurance
Sales
What Modern Woodmen offers
Beyond a hands-on training program and a flexible schedule, there's more! Your amazing full-time benefits package includes:
Company-paid retirement plan
Matching 401(k) Plan
Medical, Dental, and Prescription drug Insurance. We pay 100% of employee health insurance premiums and 50% of employee dependents premiums.
Group Term Life Insurance
Voluntary benefits: Vision, Flexible Savings Accounts, Accident Insurance
Plus, opportunities for top producers to attend sales conferences in destinations such as Bermuda, Vancouver, Hawaii, and Switzerland await you. And finally, you're joining an organization on a mission to provide you with the best technology in our industry.
What we need:
Is honest and has integrity
Community-oriented
Ability to communicate and network effectively with different audiences
Target driven mindset
Wants to grow themselves by helping others
Wants to build a business for themselves, not by themselves
Is looking for continuous self-improvement
Modern Woodmen is an equal opportunity employer. We strive to maintain a culture of respect and are committed to diversity and inclusion for all employees
.
$30k-54k yearly est. 60d+ ago
Student Finance Representative
Stratatech Education Group 4.0
Finance representative job in Atlanta, GA
Student FinanceRepresentative - Help Students Fund Their Future
Are you passionate about helping people take the first step toward a better life? As a Student FinanceRepresentative, you'll be the guide who helps students understand their financial aid options and start their journey in skilled trades education.
What You'll Do:
Interview and advise students and families on financial aid programs
Walk applicants through FAFSA, aid applications, and eligibility
Review and award aid in compliance with federal, state, and school policies
Provide friendly, knowledgeable support in person, by phone, and online
Stay up to date on regulations and partner closely with Admissions
Deliver top-notch service and be a key part of each student's success story
Attend and celebrate student achievements at graduation ceremonies
What You Need:
Associate degree preferred
2+ years in financial aid, customer service, or a related field
Strong communication, organization, and people skills
A positive attitude and a passion for student success
Why You'll Love It:
Medical, dental, vision (free options available)
12 paid holidays + your birthday off
PTO, 401(k) match, tuition reimbursement
Headspace, wellness programs, pet insurance, and more
Our Core Values:
We are Challenging and Fun, Creating an Incredible Work Environment, full of Genuine People, and always a Force For Good.
If you're ready to change lives while building a rewarding career, apply now and start making an impact.
Interested? Apply now!
$30k-44k yearly est. 60d+ ago
Financial Representative
Country Financial 4.4
Finance representative job in Atlanta, GA
COUNTRY Financial offers a terrific career opportunity in sales with a dynamic and growing company. We understand the importance of a job that fits you. Take a moment to consider these questions:
Do you enjoy helping people?
Want to help protect others from life's risks?
Take pride in building lasting relationships?
Want to work hard to build a successful business?
Want to be in control of your own income?
$34k-45k yearly est. 60d+ ago
Multi Asset Execution Trader
Brevan Howard U.S. Investment Management
Finance representative job in Jersey, GA
MAIN DUTIES/RESPONSIBILITIES OF THE ROLE: Main features of the role are: * Oversee and ensure the timely execution of cryptocurrency trades on a spot & derivatives basis * Ability to research, build, and implement cryptocurrency trading strategies * Strong understanding of market reading and current sentiment, ability to dynamically adjust to market trading activity
* Keep abreast of all relevant research and distribute within the Digital Central Execution team in a time efficient
* Provide feedback daily to Team Head on current activity and relevant internal operational stakeholders
* Working together with operations and front office teams to ensure a seamless execution experience is delivered to the firm
* Contribute to the Risk Management framework
* Understand and apply knowledge of the exchanges' rules & regulations and market structures in which we engage
* Identify and notify team member on market opportunities both independently and within the trading team
* Develop and maintain good business relationships with counterparties such as Exchanges, OTC counterparties and LP's
The book of work will vary over time in accordance with the needs of the Head of Central and Management Execution.
SPECIAL CIRCUMSTANCES (e. g. shifts, travel overseas, hours):
* Market Coverage will be 7.00am to 11pm split within the team, with other such hours as are necessary to fulfil the role.
* Flexibility required as hours may vary depending on the business need linked to the market, including being on call during evenings and weekends as required.
WORK EXPERIENCE/BACKGROUND:
Essential
* At least 5 years' experience in finance or digital asset market
* Experience with trading crypto across spot and derivative products
* Strong interest in crypto/digital asset classes, preferably with experience of operational aspects and intricacies
* Good attitude and proactive
* Ability and willingness to build relationships internally and externally
Desirable
* Experience working at a established crypto trading firm
* Traditional asset execution experience
TECHNICAL/BUSINESS SKILLS & KNOWLEDGE:
Essential
* Using OMS systems, particularly related to crypto trading
* Experience and understanding of trading systems and trade lifecycle
* Using MS Excel
* Bloomberg
Desirable
* Coding experience in python
* Working knowledge of using APIs to query data, or utilize APIs to execute trades using proprietary trading algos.
OTHER ESSENTIAL REQUIREMENTS:
* Superior interpersonal skills and the ability to positively influence outcomes
* Detail-oriented with the ability to make quick and accurate decisions in a fast-paced environment
* Motivation to succeed and deliver results in line with expectations
* Self-starter, able to identify and resolve issues within the business
* Ability to work under pressure with strong attention to detail
* Effective communicator with strong emotional intelligence
* Superior organisational skills with the ability to manage tasks effectively
* Ability to understand challenging problems, find solutions and drive process improvement
* Diverse trading background over a broad asset base
$67k-115k yearly est. 54d ago
WFH Healthcare Patient Financial Service and Collections Representative
External
Finance representative job in Duluth, GA
ESSENTIAL DUTIES AND RESPONSIBILITIES: • Maintain a high volume of inbound calls, • Researching and responding to billing questions and inquiries. • Negotiating payments on patient account balances, and communicates hospital financial policies to patients and identifies patients who need financial assistance.
• Adhere to the production standards set for the department and client
• Accuracy and confidentiality in handling medical records in compliance with HIPPA, Federal, State and Company requirements
• Other duties as assigned by manager
THE IDEAL CANDIDATE WILL HAVE PREVIOUS EXPERIENCE:
• Working in a hospital and call center environments,
• Retains thorough understanding of insurance, and follow-up to secure reimbursement of claims.
KNOWLEDGE, SKILLS & ABILITIES:
• Must be able to read and interpret an EOB
• Self-motivated, self-directed with strong organizational, written and communication skills
• Working knowledge of HIPAA
• Knowledge of Medicare, Medicaid
• Knowledge of other contract payers (HMO, PPO)• Exceptional organizational skills and attention to detail required
• Intermediate computer skills using Microsoft Word, Excel
• Communication that demonstrates the ability to deliver a concise message with clear receptivity
• Sensitivity to our client's needs and matching our performance to deliver results
QUALIFICATIONS:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions
Education and Experience:
• High School Diploma or equivalent
• 1 year experience working with Medicare, Medicaid, and other commercial payers (HMO, PPO)
• 1 year of healthcare registration, collections, billing or insurance experience
• Epic preferred
• CPAR, CHAA and CFC Certifications preferred
PHYSICAL SKILLS:
While performing the duties of this job, the employee is occasionally required to stand or walk and lift and/or move up to 25 pounds. Also, may be required to use hands to finger, handle or feel objects, tools or controls; reach with hands and arms; climb stairs; balance; stoop, kneel, crouch or crawl; see, talk and hear.
WORK ENVIRONMENT:
Work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Incumbent/employee works in a temperature-controlled environment. Incumbent/employee must be able to work on a computer for the scheduled shift; answers and makes telephone calls using a standard or computer soft telephone; types on a standard keyboard; reads and comprehends information from a computer terminal and/or written resources and utilizes multiple screens and systems simultaneously. All incumbents/employees are provided a Webcam and are required to on camera 100% of the time during the scheduled shift.
Hollis Cobb is an Equal Opportunity Employer
Illinois, Maryland and New Jersey residents click below for compensation and benefits:
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$28k-42k yearly est. 60d+ ago
Financial Services Representative - State Farm Agent Team Member
Ryan Hendrix-State Farm Agent
Finance representative job in Braselton, GA
Job DescriptionBenefits:
Retirement Plan
Bonus based on performance
Company parties
Flexible schedule
Paid time off
Training & development
If you enjoy talking to people, are driven to achieve, have a passion for being the best in a fast paced work environment and some day aspire to run your own business but dont feel ready to jump right in yet, this opportunity may be for you. The position is designed to give on the job training while working with a full time mentor in the agents office to build and cultivate customer relationships. You will be working to develop leads, solicit, consult and bind coverage to help customers manage their unique insurance and financial needs and while learning the logistics of managing a business and developing your skills and experience. You must have at least one of the following Georgia Insurance licenses to apply, Property and Casualty or Life, Accident, and Sickness.
Responsibilities
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
Maintain a strong work ethic with a total commitment to success each and every day.
As an Agent Team Member, you will receive...
Salary plus commission/bonus
Health benefits
Profit sharing
Paid time off (vacation and personal/sick days)
Valuable experience
Growth potential/Opportunity for advancement in my agency
Learning to market property/casualty, life, health and bank products
Setting sales and growth goals
Working closely with the agent to gain an understanding of the agents role and office logistics
Learning how to network effectively
If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.
State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm Insurance Companies. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. State Farm agents control which licensing requirements and training programs are offered or must be successfully completed by their employees. By accepting employment with a State Farm agent and/or successfully completing any licensing or training programs required by a State Farm agent, you are not guaranteed, promised or given any form of selection preference, should you choose to leave the agents employment and pursue the opportunity of becoming an independent contractor agent for State Farm Insurance Companies. If you choose to pursue an agency opportunity, you will need to apply and go through the regular State Farm Insurance Companies agent selection process
$28k-42k yearly est. 21d ago
2026 Finance Intern
AJGA 3.3
Finance representative job in Braselton, GA
In order to be considered for this role, after clicking "Apply Now" above and being redirected, you must fully complete the application process on the follow-up screen. The American Junior Golf Association is a 501(c)3 non-profit dedicated to the overall growth and development of young men and women who aspire to earn college golf scholarships through competitive junior golf. The AJGA is committed to creating an engaging, safe, and inclusive environment. We welcome people from all backgrounds and believe in embracing diverse perspectives, we are better equipped to accomplish our mission of developing golf's next generation. The backbone of the AJGA is its internship program and we are looking for talented and well-rounded applicants to serve as interns. The Finance department is responsible for working on a variety of financial aspects. Job Responsibilities
Assist with Accounts Payable functions
· Assist with weekly check run and filing· Assist with management of physical file cabinets and electronic filing system· Manage traveling intern credit card transactions within Concur reporting system
Assist with Accounts Receivable functions
· Enter daily credit card deposits into QuickBooks software· Assist with gift acknowledgment letter process - preparing and sending letters to sponsors/donors· Manage fundraising reporting process and communicate as needed
Assist with reconciliations
· Reconcile fundraising revenue with recorded history to ensure completeness · Reconcile tournament revenue with recorded revenue, find and correct discrepancies· Manage and reconcile AJGA corporate Visa cards (60+ employees) monthly with A/P
Other
· Enter journal entries and other various data entry into QuickBooks software· Assist with tournament budgets and financial review information· Assist Purchasing department with invoices and inventory Job Qualifications· Basic golf knowledge is preferred, but not required· Knowledge of Microsoft Office products (Word, Excel, Outlook)· Knowledge of Quickbooks (Quicken) and/or Mailchip is a plus, but not required· Exceptional customer service, communication, detail-oriented and public speaking skills· Ability to work and communicate in a team and independently to prioritize tasks and meet deadlines· Highly motivated, self-starter and willingness to take an active leadership role
Requirements· Legally eligible to work in the U.S. without sponsorship· Must either be working towards or achieved a Bachelor's Degree· Communicate both verbally and in writing· Ability to stand and/or sit for extended periods of time and/or lift equipment up to approximately 50 lbs
Details · Internship Dates: May 11 - August 14, 2026* | *S
ubject to change based on need & candidate availability.
· Interns will be compensated $10/hr. Interns will work Monday - Friday from 8 a.m. - 5 p.m. (40 hrs/week). · Interns will be required to work at National Headquarters (1980 Sports Club Drive, Braselton, GA 30517).· Interns will be required to provide their own housing and transportation throughout employment. To ApplyPlease visit ******************** for all information. Applications close February 9, 2026. For any questions, contact Sydney Emmi, Manager, Recruiting ([email protected]).
$10 hourly 45d ago
Financial Services Representative State Farm Agent Team Member
Barry Hancock-State Farm Agent
Finance representative job in Roswell, GA
Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Financial Services Representative State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential.
Responsibilities
Establish customer relationships and follow up with customers, as needed.
Use a customer-focused, needs-based review process to educate customers about insurance options.
Work with the agent to establish and meet marketing goals.
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
Work with the agent to identify and support local community events in our market.
Maintain a strong work ethic with a total commitment to success each and every day.
As an Agent Team Member, you will receive...
Salary plus commission/bonus
Paid time off (vacation and personal/sick days)
Valuable experience
Growth potential/Opportunity for advancement within my agency
Requirements
Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
Successful track record of meeting sales goals/quotas preferred
Excellent communication skills - written, verbal and listening
Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams
People-oriented
Self-motivated
Detail oriented
Ability to multi-task
Ability to make presentations to potential customers
Achieve mutually agreed upon marketing goals
Ability to conduct interviews in the office
Ability to effectively relate to a customer
Property and Casualty license (must be able to obtain)
Life and Health license (must be able to obtain)
If you are motivated to succeed and can see yourself in this role, pleasecomplete our application. We will follow up with you on the next steps inthe interview process.
This position is with a State Farm independent contractor agent, not with State Farm InsuranceCompanies. Employees of State Farm agents must be able to successfully complete anyapplicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.
$28k-42k yearly est. 19d ago
Financial Services Representative
Worldacceptance
Finance representative job in Lawrenceville, GA
World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you're the face of World Finance - empathizing, empowering, and engaging with our customers.
The primary responsibility of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture.
Hourly Pay: $15 - $19
What you'll do:
Guide customers toward upward credit mobility through good financial choices.
Provide top-tier customer service, assisting customers with questions, concerns, and products.
Process and prepare loan applications.
Take and process payments.
Prepare loan documents and execute loan closing on current renewal loans.
Balance assigned cash drawer daily.
Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank.
Maintain strong customer relationships and build community within your branch.
Other duties include but are not limited to:
Call approved and unmade applications to close loans daily.
Help build tax clientele and provide tax services.
Send complete and accurate credit denial letters within 30 days from the date of application.
Pay branch expenses as instructed by Branch Manager.
Experience (and Requirements) that will WOW us!
Must be able to demonstrate self-confidence and organizational skills.
A history of choosing kindness, showing compassion, and helping others.
The willingness to seek quality-driven solutions and embrace new ideas.
Absolute team player - pitching in when needed and accepting help, too.
To perform this job successfully, an employee must have basic computer skills.
A valid driver's license & access to a dependable vehicle.
Must possess a valid driver's license & reliable transportation to independently transport bank deposits and fulfill other required job responsibilities.
Why World?
We hire from within: we want to see you grow and climb in this company.
Each year, we promote 80% of Financial Services Reps to management.
75% of World's Operations Executives moved up from a similar role.
We pay you to give back: employees get paid volunteer hours each year.
Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days.
Paid holidays, vacation time, and a 401(k) plan (including company match).
Be part of a team with clear values, strong community, and a sense of belonging.
We'll get you home for dinner: your life outside of work is priority #1
You'll make a positive impact on the lives of the customers you serve.
Who is World?
Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care.
Physical Demands and Working Conditions:
• Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching.
• Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force (e.g., opening file drawers).
• Requires regular use of vision, hearing, fine motor skills, and verbal/written communication.
• Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration.
• Occasional local travel; may include extended hours, evenings, or weekends.
• Standard indoor office setting with shared workspace, typical noise, lighting, and temperature.
• Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically.
• Regular, reliable attendance and punctuality are essential.
Disclaimers:
Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship.
Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs.
It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.
$15-19 hourly Auto-Apply 21d ago
2026 Public Finance Summer Internship
Davenport 4.3
Finance representative job in Atlanta, GA
Public Finance Summer Internship Headquartered in Richmond, Virginia, Davenport & Company LLC has 25 locations in Virginia, North Carolina, Georgia and Maryland. The firm is 100 percent employee owned and has more than 500 associates, including 200 Financial Advisors. Davenport offers a wide range of investment services for individuals, corporations, institutions, and municipalities including comprehensive stock and bond brokerage, investment management, research, financial planning, insurance, public finance, and corporate finance services. Davenport & Company is an active member of the New York Stock Exchange; Financial Industry Regulatory Authority; Securities Industry and Financial Markets Association; Securities Investor Protection Corporation; and Bond Dealers of America.
Job Description:
Davenport Public Finance, providing financial advice, analysis, and consulting services to state and local governments and non-profit institutions, is hiring a summer intern for 2026 at our Atlanta, Georgia office. Candidates will have the potential opportunity for a full-time position after graduation in suburban Baltimore, MD, Richmond, VA, the Washington, DC metro area, Charlotte, NC, or Atlanta, GA.
This paid internship will concentrate on financial database research, creation of financial plans of finance and support to Public Finance professionals as they design and execute financial strategies for clients. Competitive salary and schedule flexibility are available for this eight-week internship (anticipated start date is June 1, 2026, but the eight-week period will be mutually agreed upon between the candidate and Davenport).
Qualifications:
* Must be scheduled to graduate from college in December 2026 or May 2027
* Minimum 3.5 GPA
* Strong Analytical Skills
* Background in Finance or Economics preferred
* Proficient in Excel with superior writing skills
Application Instructions:
Submit your Resume, Cover Letter, and Transcript by applying at: investdavenport.com/careers
Candidates must satisfactorily complete a series of background checks.
Davenport is an Equal Opportunity Employer
Davenport & Company LLC provides equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, ethnicity, religion, gender, pregnancy/childbirth, age, national origin, sexual orientation, gender identity or expression, disability or perceived disability, genetic information, citizenship, veteran or military status, marital or domestic partner status, or any other category protected by federal, state and/or local laws.
$31k-38k yearly est. 48d ago
Private Client Banker (New Build) - Georgia Northeast - Bethlehem, GA
Jpmorgan Chase & Co 4.8
Finance representative job in Bethlehem, GA
JobID: 210687029 JobSchedule: Full time JobShift: Day : You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act*
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
$45k-94k yearly est. Auto-Apply 60d+ ago
College Financial Representative, Internship Program
Northwesternmutual 4.5
Finance representative job in Atlanta, GA
College FinancialRepresentatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financialrepresentatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Responsibilities
Our internship program mimics our full-time FinancialRepresentative career, allowing you to:
Learn how to prospect and network to build your business and client base
Develop and execute on a business strategy
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to proprietary planning software platforms
Engage in weekly coaching, training, and development meetings
Receive Risk Product State Licensing: Life, Accident, and Health
Build life skills that create future career opportunities
As a Northwestern Mutual College FinancialRepresentative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time FinancialRepresentative or Advisor role upon graduation.
#LI-Onsite
Qualifications
Are you a fit for this internship?
Full-time student; juniors and seniors preferred
Entrepreneurial ambitions and curiosity for sales
Highly involved on campus (leader, athlete, campus orgs, student government, etc)
Excellent time-management skills
Interest in financial literacy and planning tools
Business savvy and desire to increase critical thinking abilities
Compensation & Benefits
Performance-based earnings and revenue
Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
Productivity Bonuses
Support for insurance licensing (life, health, DI, LTC)
Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our FinancialRepresentatives and College FinancialRepresentatives are valued partners and proud business owners. As such, they are considered independent contractors
1
for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
Fortune 500 company (2023)
Top 100 Internship Programs, Yello x WayUp (2022)
5.0+ million clients and growing
2
$257 billion retail investment client assets held or managed by Northwestern Mutual
3
Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
4
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
1
Northwestern Mutual College FinancialRepresentatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College FinancialRepresentative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.
2
As of June 30, 2023
3
Combined client assets of NMIS and NMWMC as of June 30, 2023
4
Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Salary Range USD $500.00 - USD $1,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
$500 weekly Auto-Apply 12d ago
Private Client Banker (New Build) - Georgia Northeast - Bethlehem, GA
Jpmorgan Chase 4.8
Finance representative job in Bethlehem, GA
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
**Job responsibilities**
+ Shares the value of Chase Private Client with clients that may be eligible
+ Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
+ Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
+ Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
+ Adheres to policies, procedures, and regulatory banking requirements
**Required qualifications, capabilities, and skills**
+ Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
+ 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
+ Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
+ Compliance with Dodd Frank/Truth in Lending Act*
+ High school degree, GED, or foreign equivalent
+ Adherence to policies, procedures, and regulatory banking requirements
+ Ability to work branch hours, including weekends and some evenings
**Preferred qualifications, capabilities, and skills**
+ Excellent communication skills
+ College degree or military equivalent
+ Experience cultivating relationships with affluent clients
+ Strong team orientation with a commitment of long-term career with the firm
**Dodd Frank/Truth in Lending Act**
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
$45k-94k yearly est. 60d ago
Overstaff Financial Services Representative
Worldacceptance
Finance representative job in Gainesville, GA
World Finance, a five-time winner of the Top Workplaces USA award and Newsweek's America's Greatest Workplaces for Parents & Families in 2025, helps customers meet their financial needs and unlock their financial good. We're seeking an Overstaff Financial Services Representative to join our dynamic team and support multiple branches as needed. In this role, you'll step in where you're most needed, providing exceptional service, building relationships with customers, and helping them achieve their financial goals. As an Overstaff FSR, you're a flexible problem-solver, a trusted team player, and the welcoming face of World Finance wherever you go.
The Overstaff Financial Services Representative (FSR) provides critical onsite support to multiple branch locations within an assigned region. This position assists Branch Managers in maintaining smooth operations, delivering exceptional customer service, and ensuring branches meet growth goals. The Overstaff FSR steps in where needed to uphold company standards, provide seamless customer experiences, and strengthen branch performance.
Hourly Pay: $15 - $17
What You'll Do:
Provide onsite support to multiple branches as assigned, filling in for open or short-staffed positions.
Guide customers toward upward credit mobility through responsible financial choices.
Deliver top-tier customer service by assisting with questions, concerns, and available products.
Process and prepare loan applications, documents, and renewals accurately.
Take and process customer payments.
Prepare and execute loan closings on current and renewal loans.
Balance assigned cash drawer daily and ensure all transactions are accurate.
Complete daily branch bank deposits and, as needed, transport funds to and from the bank.
Maintain strong customer relationships and represent the company's values in every branch supported.
Collaborate with Branch Managers and team members to meet performance goals.
Other duties include but are not limited to:
Calling approved and unmade applications to close loans daily.
Supporting tax services and helping build tax clientele.
Sending complete and accurate credit denial letters within 30 days from the date of application.
Paying branch expenses as instructed by the Branch Manager.
Travel Requirements & Coverage Area:
Reliable transportation for daily travel to assigned branches and bank deposits.
Daily travel between branches will be required; specific coverage areas can be discussed with the hiring manager.
Team members are compensated for authorized travel time in accordance with company policy, including overtime calculations where applicable.
Mileage reimbursement is provided for business use of personal vehicles, excluding normal commuting.
Experience That Will WOW Us!
Demonstrated self-confidence, organization, and adaptability.
A history of kindness, compassion, and helping others succeed.
A mindset focused on quality, problem-solving, and openness to new ideas.
Team-oriented approach - willing to pitch in, learn, and lead by example.
Basic computer proficiency and comfort learning new systems.
Valid driver's license and access to a dependable vehicle.
Why World?
Growth-minded culture: 80% of our Financial Services Representatives are promoted to management.
Proven career paths: 75% of our Operations Executives began in similar roles.
Community connection: Paid volunteer hours each year to give back.
Comprehensive benefits: Health, dental, vision, and life insurance available to full-time team members beginning the 1st of the month following 30 days.
Work-life balance: Paid holidays, vacation time, and 401(k) with company match.
Belonging & purpose: Join a team built on respect, collaboration, and genuine care.
Be home for dinner: Your life outside of work is a priority.
Make an impact: Help customers build stronger financial futures every day.
Who Is World?
Since 1962, World Finance has helped millions of people unlock their financial good. We champion financial wellness and celebrate the hundreds of thousands of customers achieving better credit each year. Based in Greenville, SC, World serves over one million customers annually through personal loans and tax preparation services. With 1,200+ branches across 16 states, we're proud to be the financial partner with heart - offering customer-focused service rooted in teamwork, community, and care.
Physical Demands and Working Conditions:
Frequently stationary with regular movement throughout office environments.
Occasional climbing, kneeling, bending, twisting, and reaching.
Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force.
Requires regular use of vision, hearing, fine motor skills, and verbal/written communication.
Fast-paced, high-demand environment requiring professionalism and adaptability.
Frequent travel to branch locations; may include extended hours, evenings, or weekends.
Standard indoor office settings with typical noise, lighting, and temperature.
Frequent customer and coworker interaction; must communicate clearly and professionally.
Regular, reliable attendance and punctuality are essential.
Disclaimers:
Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship.
This job description is not intended to be comprehensive. Duties, responsibilities, and activities may change at any time with or without notice as business needs evolve.
It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.
How much does a finance representative earn in Johns Creek, GA?
The average finance representative in Johns Creek, GA earns between $23,000 and $72,000 annually. This compares to the national average finance representative range of $22,000 to $77,000.
Average finance representative salary in Johns Creek, GA