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Investment Banker Jobs in Alpharetta, GA

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  • Investment Associate

    Vocap Partners

    Investment Banker Job 25 miles from Alpharetta

    Join an established early-stage growth equity firm as we deploy our freshly raised Fund IV and build upon our history of robust investment returns. Our team is comprised of a blend of accomplished technology executives and investors with years of institutional investment knowledge and software operating proficiency. We focus on Series A investments in B2B software companies applying state of the art technology within four principal areas: supply chain & industrial software, healthcare IT, fintech, and enterprise productivity. With a hardened strategy to identify and invest in high potential companies, Vocap utilizes a unique value-add approach to accelerate the journey from high potential to highly valuable. We are currently seeking an intellectually curious, analytically inclined, and highly driven individual to immerse themselves in the investment process including research, due diligence and portfolio management. As a part of our closely bonded, collaborative team, you'll have the chance to occupy board observer positions and actively participate in investment decisions. This position offers a direct career path leading to a General Partner role. Responsibilities: Manage extensive financial and capitalization models both in due diligence and as support to portfolio companies Lead in the development of extensive investment memos and present to Investment Committee Oversee due diligence processes, coordinating information exchange and propelling various parties towards an established timeline to investment decisions Carry out research and develop detailed reports on specific companies, industries, and/or investment trends Participate in supporting portfolio companies including dedicated board observer roles along with general support Qualifications: Undergraduate degree with a strong academic record; finance or economics degree preferred 2-4 years of work experience in a related field (e.g. investment banking, management consulting, finance) Strong skillset in finance, accounting and financial modeling Highly proficient in Microsoft Excel, Powerpoint, Salesforce, and other pertinent software platforms Self-starter with a strong passion for technology, entrepreneurship and finance Preference for candidates with prior technology or healthcare industry experience Willingness to travel This role will be located at Vocap's Atlanta office (Midtown). To apply, please email Brittany King (brittany.king@vocappartners.com) with the subject line “Associate Candidate”. To be considered, applicants must submit a resume and a brief cover letter (no more than 2 paragraphs) in the body of the email. Please visit www.vocappartners.com for more information on the firm.
    $65k-116k yearly est. 6d ago
  • Financial Representative

    Northwestern Mutual 4.5company rating

    Investment Banker Job 25 miles from Alpharetta

    **Local Atlanta Candidates Only** As a Northwestern Mutual Financial Representative (FR), you'll build lasting relationships with your clients and help them achieve their financial goals. You'll also help solidify your own future. This career offers flexibility at a company where hard work is valued and rewarded. Joining the Northwestern Mutual team gives you: Exclusive access to a variety of custom solutions and services-from life insurance, disability income insurance and education funding options to retirement planning, estate planning, and business planning. The chance to become an advisor for a company that has been helping clients achieve financial security for over 163 years-one with strength, values and a track record of diversity and inclusion. Qualifications we're looking for: Bachelor's degree (finance or business preferred but not required) Reside near or willing to commute to our Vinings location. Excellent communication and interpersonal skills. Strong personal financial management acumen. Track record of success in past roles and/or significant personal achievements. Strong natural market in Atlanta-area. Well-respected in the community. Willingness to be coached. Financial services experience and licensing a plus but not required. You'll be rewarded with: Company-paid sponsorship of financial services licensing : SIE, Series 7, Series 63, State of Georgia Life Accident and Sickness License, and State of Georgia Variable Products Elite Fortune 100 Benefits : Pension plan, Medical + Dental + Vision + Group Life & Disability Insurance, Company-funded defined contribution plan, vested renewals, Family Planning, Life Assistance, and more. Exceptional income potential : what you earn is directly related to your sales results and the relationships you develop with clients. FRs are compensated through commissions, local allowances, renewals, and bonuses. In 2024, our firm's average developing advisor revenue (1-4 years of tenure) was $115,966, the median established advisor revenue (5+ years of tenure) was $434,565, and the top 10% average revenue was $1,159,893. Our FRs are valued partners and proud business owners. As such, they are considered independent contractors for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Continuous opportunities for advancement through specialization in areas like medical markets, business markets, advanced risk management planning, and retirement distribution planning. You may also choose to become a Financial Advisor or a Wealth Management Advisor of Northwestern Mutual Wealth Management Company . Continuous learning opportunities : three company-funded professional designations such as the Certified Financial Planner (CFP ) administered through the American College of Financial Services after 3 years of service. The chance to pursue a leadership role . Leadership offers growth opportunities through recruitment, development and retention of fellow representatives, and growing network offices. Those in leadership have the choice to also maintain their own practice. Why Northwestern Mutual? Top 5 ranked U.S. Independent Investment Broker-Dealers AAA, Aaa, and AA+ | We've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies. $7.3 Billion in dividends expected to be paid in 2024 to our policyholders. No. 1 - Fortune named us one of the World's Most Admired Life Insurance Companies, 2023 6,700+ financial advisors and professionals serving 5 million+ people we're proud to call clients. 97% of our clients stay with us year over year. We believe in inclusion. We know that the collective ideas, opinions, and creativity of a diverse workforce is necessary to deliver the innovative financial solutions our clients need. Since 2012, we've contributed more than $40 million and funded over 500,000 hours of childhood cancer research.
    $42k-68k yearly est. 20d ago
  • Financial Representative

    Modern Woodmen of America 4.5company rating

    Investment Banker Job 43 miles from Alpharetta

    The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information. About you Entrepreneurial mindset Community oriented Communication skills Responsibilities Work with current or new members to provide them information about the financial services their families could utilize Networking with individuals throughout the community Continuously prospecting in order to secure appointments Participating in mentor-lead appointments Asking customers for favorable introductions Engaging in personal observation through the community Participating in fraternal activities Benefits and Perks Hands-on, extensive training program Medical, dental and vision Insurance paid for 401(k) retirement planning with company match Non-contributory pension plan Group term life insurance benefits Expense-paid trips, valuable prizes, and exciting incentives About Us Since 1883, we've been focused on securing futures with financial guidance and products. Our representatives provide financial products to help members protect their families and their futures. These sales help fund member benefits and social, educational, and volunteer programs that identify and meet local needs. These activities build relationships, allowing for membership growth and greater community impact. Our financial representatives are "hometown" professionals who manage their own branch offices and build a business to not only serve their clients, but their communities too. Modern Woodmen of America is an equal opportunity employer.
    $31k-40k yearly est. 6d ago
  • Financial Representative

    The Western and Southern Life Insurance Company 4.8company rating

    Investment Banker Job 52 miles from Alpharetta

    Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career at The Western and Southern Life Insurance Company (Western & Southern Life), a member of Western & Southern Financial Group, a Fortune 500 company. As a Financial Representative, you will work with current and prospective clients in your community to understand their financial needs and goals and recommend impactful solutions from a comprehensive line of products, including life insurance, so that they can protect what matters most. The Ideal Place for a Career As a full-time Financial Representative, you will also be eligible to participate in Western & Southern Life's benefit plans, subject to the terms of those plans. Our benefits plans include medical and dental insurance, as well as access to an Employee Assistance Program, a 401(k) plan with a company match, and a defined benefit pension plan (a rare offering among Fortune 500 companies). See the list below of other benefits that may be available to you in this role, per the terms of their respective plans, policies, and programs. A Successful Financial Representative Our field offices welcome candidates with diverse backgrounds, including financial services newcomers, military veterans, college graduates, and experienced financial representatives. Our most effective Financial Representatives are: Customer-focused Effective Communicators Natural Networkers Results-driven Resilient Collaborative If this sounds like you, we encourage you to explore the possibilities, and apply today! From Fortune ©2024 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune 500 are registered trademarks of Fortune Media IP Limited and are used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse the products or services of, The Western and Southern Life Insurance Company
    $44k-78k yearly est. 3d ago
  • Proprietary Equity Traders Wanted

    T3 Trading Group 3.7company rating

    Investment Banker Job 25 miles from Alpharetta

    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
  • 2026 Commercial and Investment Banking - Middle Market Banking & Specialized Industries - Summer Analyst

    241387-Comp & Ben Admin Prof Fees

    Investment Banker Job 25 miles from Alpharetta

    We want to introduce you to the many areas of direct client work across banking, treasury, and credit with client-facing work, as well as extensions of these functions through strategic project work and more. Our goal is to provide a robust, well-rounded experience for you to launch your career in the financial services industry! We will provide everything you need to be successful - from training and mentorship, to senior leader engagements, to projects that engage your current skills and help develop them further. Working here means joining a collaborative, supportive team. We want your diverse perspective to help us develop the next wave of products and solutions for our clients. As a Summer Analyst in the Middle Market Banking & Specialized Industries (MMBSI) Program, you will be introduced to client management, credit structuring, and cash management allowing you to develop the necessary skillset to become a successful Full-Time Analyst. The 9-week program will begin with a week of orientation and training, giving you foundational business knowledge you'll build upon throughout the summer. You will also have the opportunity to hear from and network with senior leaders and spend time with peers from programs across the bank at philanthropic and group events. Upon successful completion of the Summer Analyst program, you may receive an offer of full-time employment in our 2.5 year, full-time MMBSI Analyst Program. There are two program tracks to choose from within MMBSI. First, is our diversified experience track, which exposes you to a variety of teams and functions across the broader MMBSI business. Second, is our focused program experience track in our Capital & Advisory Solutions line of business, which streamlines your exposure to three dynamic teams. In both tracks, you will support our regional groups by working with MMBSI Bankers, Credit Officers, Treasury Officers and Product Partners who cover a variety of industries to provide a range of financing solutions and strategic advisory. Job responsibilities Work on financial models to support financing transactions Prepare marketing materials for use in client meetings (covering topics such as financing alternatives, working capital optimization, and industry analysis) Learn how to identify treasury product solutions to benefit clients' long-term planning Collaborate with deal teams regarding business development strategy, including the identification of potential prospects Develop an understanding of the full breadth of J.P. Morgan products and service offerings Conduct client and prospect research to support business development efforts Required qualifications, capabilities, and skills Exceptional verbal and written communication skills Excellent problem solving and critical thinking skills Strong attention to detail Ability to thrive in a fast-paced, collaborative work environment Pursing a bachelor's degree with an expected graduation date of December 2026 - June 2027 Preferred qualifications, capabilities, and skills Minimum cumulative GPA of 3.2 on a 4.0 scale Coursework in business, finance, or accounting FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.) Please note that your performance in this program will be evaluated for the purpose of assessing a permanent full time offer post-graduation, a role that is likewise ineligible for employment-based immigration sponsorship. We will be filling our classes on a rolling basis. We strongly encourage you to submit your application as early as possible before job postings close. Locations we hire for MMBSI - Diversified Track: Atlanta Austin Bloomfield Hills (Detroit Metro Area) Boston Charlotte Chicago Dallas Denver Houston Indianapolis Irvine Los Angeles Miami Nashville New York City Philadelphia San Francisco Seattle Washington D.C. Locations we hire for MMBSI - Capital & Advisory Solutions Track: Atlanta Chicago Dallas Houston Los Angeles New York City About The Process: To be considered, you must complete the following steps: Complete this application including selection of city preference. Make sure your program and city preferences align as noted in the descriptions above. If you meet the minimum criteria for the application, you will receive an invitation to complete a recorded HireVue interview. Please note applications will be reviewed on a rolling basis. We strongly encourage you to complete your HireVue video(s) within 1 week of receiving. Your application will not be considered for further review until you have completed your HireVue. If selected, our team will reach out to you with final details.
    $110k-210k yearly est. 33d ago
  • Equity Trader

    Earnest Partners 4.0company rating

    Investment Banker Job 25 miles from Alpharetta

    Headquartered in Atlanta, EARNEST Partners is an award-winning independent employee-owned asset management firm. EARNEST Partners manages over $30 billion in equities and fixed income assets for clients worldwide, including corporate pension plans, state and municipal retirement systems, foundations, and endowments. We also manage portfolios for high-net-worth individuals through the platforms of some of the largest broker dealers in the world. We believe the quality and experience of our team is an important competitive advantage. Do you thrive in a fast-paced environment? Are you eager to learn and grow in a highly intellectual and collaborative environment? If you answered yes, EARNEST Partners is interested in you! EARNEST Partners is seeking an energetic and talented individual to join our Trading team as an Equity Trader. The role will focus on Institutional portfolio trading across multiple disciplines, both domestic and international, Separately Managed Account (SMA) and Unified Managed Account (UMA) programs. This includes trading for new fundings, rebalancing contributions and withdrawals, liquidations, tax harvests, and the overall administration and oversight of our Institutional and Wrap portfolios and their underlying accounts. Core Responsibilities: Generate and execute trades within standard operating procedures, seeking best execution, and ensuring regulatory requirements are met. Audit accounts on a daily basis to maintain alignment with core representative models. Generate and maintain all trade related reporting functions. Monitor portfolios, trades and risk metrics. Recommend and support implementation and documentation of process changes to increase efficiency. Complete all other relevant tasks issued by senior traders. Qualifications: 3 - 5 years of financial services experience, ideally in equity trading. A command of the public markets, ability to assess and evaluate market news and data, and ability to provide portfolio managers with ongoing and relevant information about market sentiment, trading environment, trading volume, price volatility, etc. High attention to detail. Risk awareness and strict attention to procedural adherence. Bachelors and/or advanced degree in Finance, Economic, Mathematics, Accounting, Computer Science, or related discipline. Ability to work in a high pressure, fast-paced environment. Demonstrated commitment to adhering to the highest standards of professional ethics. Hard working and eager to learn in a highly intellectual, collaborative environment. It's a plus if you have these skills: Advanced Microsoft Excel skills Proficiency in a programming language is a plus (eg Python, Java, C++, SQL, C#, Matlab, R, or VBA) Experience using Wrap Trading platforms such as APL, Envestnet, Fiserv, FolioDynamix, Lockwood Manager Workstation, Morgan Stanley, etc. The entrepreneurial nature of our team provides opportunities to have a real impact on the long-term direction of the firm. Please visit *********************** to learn more about our company.
    $96k-168k yearly est. 38d ago
  • 2026 Commercial and Investment Banking Insights Programs - Middle Market Banking & Specialized Industries - Summer Analyst

    Jpmorgan Chase 4.8company rating

    Investment Banker Job 25 miles from Alpharetta

    The **Middle Market Banking & Specialized Industries Insights Programs** are designed to attract undergraduates who are eligible for our 2026 Middle Market Banking & Specialized Industries Summer Analyst Program, interested in early exposure to financial services careers, and committed to the advancement of individuals from underrepresented groups in this industry. The Middle Market Banking & Specialized Industries Insights Programs **(Advancing Black Pathways, Advancing Hispanics & Latinos, and Winning Women)** are seeking undergraduate students, including, without limitation, Black, Hispanic & Latino, and/or Female students, who are interested in exploring career opportunities at JPMorganChase. All undergraduate students who are interested in the Middle Market Banking & Specialized Industries Insights Programs, regardless of background, are welcome to apply. The Middle Market Banking & Specialized Industries Insights Programs virtual conferences will consist of business specific overviews and networking, followed by interviews for the 2026 Middle Market Banking & Specialized Industries Summer Analyst Program. **Middle Market Banking & Specialized Industries (MMBSI) Program** As a Summer Analyst in the Middle Market Banking & Specialized Industries (MMBSI) Program, you will be introduced to client management, credit structuring, and cash management allowing you to develop the necessary skillset to become a successful Full-Time Analyst. The 9-week program will begin with a week of orientation and training, giving you foundational business knowledge you'll build upon throughout the summer. You will also have the opportunity to hear from and network with senior leaders and spend time with peers from programs across the bank at philanthropic and group events. Upon successful completion of the Summer Analyst program, you may receive an offer of full-time employment in our 2.5 year, full-time MMBSI Analyst Program. There are two program tracks to choose from within MMBSI. First, is our diversified experience track, which exposes you to a variety of teams and functions across the broader MMBSI business. Second, is our focused program experience track in our Capital & Advisory Solutions line of business, which streamlines your exposure to three dynamic teams. In both tracks, you will support our regional groups by working with MMBSI Bankers, Credit Officers, Treasury Officers and Product Partners who cover a variety of industries to provide a range of financing solutions and strategic advisory. **Job responsibilities** + Work on financial models to support financing transactions + Prepare marketing materials for use in client meetings (covering topics such as financing alternatives, working capital optimization, and industry analysis) + Learn how to identify treasury product solutions to benefit clients' long-term planning + Collaborate with deal teams regarding business development strategy, including the identification of potential prospects + Develop an understanding of the full breadth of J.P. Morgan products and service offerings + Conduct client and prospect research to support business development efforts **Required qualifications, capabilities, and skills** + Exceptional verbal and written communication skills + Excellent problem solving and critical thinking skills + Strong attention to detail + Ability to thrive in a fast-paced, collaborative work environment + Pursing a bachelor's degree with an expected graduation date of December 2026 through June 2027 **Preferred qualifications, capabilities, and skills** + Minimum cumulative GPA of 3.2 on a 4.0 scale + Coursework in business, finance, or accounting FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.) Please note that your performance in this program will be evaluated for the purpose of assessing a permanent full time offer post-graduation, a role that is likewise ineligible for employment-based immigration sponsorship. We will be filling our classes on a rolling basis. We strongly encourage you to submit your application as early as possible before job postings close. **Locations we hire for MMBSI - Diversified Track:** + Atlanta + Austin + Bloomfield Hills (Detroit Metro Area) + Boston + Charlotte + Chicago + Dallas + Denver + Houston + Indianapolis + Irvine + Los Angeles + Miami + Nashville + New York City + Philadelphia + San Francisco + Seattle + Washington D.C. **Locations we hire for MMBSI - Capital & Advisory Solutions Track:** + Atlanta + Chicago + Dallas + Houston + Los Angeles + New York City **About The Process:** To be considered, you must complete the following steps: + Complete this application including selection of city preference. Make sure your program and city preferences align as noted in the descriptions above. + If you meet the minimum criteria for the application, you will receive an invitation to complete a recorded HireVue interview. Please note applications will be reviewed on a rolling basis. We strongly encourage you to complete your HireVue video(s) within 1 week of receiving. Your application will not be considered for further review until you have completed your HireVue. + If selected, our team will reach out to you with final details. **Advancing Black Pathways, Advancing Hispanics and Latinos and Winning Women** are 3 of many insights programs and recruiting opportunities that we offer at the Firm. Please visit our website to learn about other programs, internships, and general career opportunities that JPMorgan Chase & Co. offers students. JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. 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. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans **Base Pay/Salary** Washington,DC $38.46 - $38.46 / hour; New York,NY $38.46 - $38.46 / hour; Irvine,CA $38.46 - $38.46 / hour; Los Angeles,CA $38.46 - $38.46 / hour; Denver,CO $38.46 - $38.46 / hour; Chicago,IL $38.46 - $38.46 / hour; San Francisco,CA $38.46 - $38.46 / hour; Seattle,WA $38.46 - $38.46 / hour
    $38.5-38.5 hourly 39d ago
  • Lawrenceville - Future Roles

    Southeast Restoration 3.0company rating

    Investment Banker Job 20 miles from Alpharetta

    Who Is Southeast Restoration? Southeast Restoration is a full-service licensed general contractor specializing in insurance repair. Founded in 1999, Southeast Restoration has been restoring property in Georgia, Alabama, South Carolina and Tennessee. Southeast Restoration has seven locations currently that provide emergency services, mitigation, structural repairs and construction services. Our Athens location will be moving from Bogart, GA to the Lawrenceville, GA area. We are excited to begin taking applications for roles that will become available in the near future and look forward to speaking with you soon! What we are looking for: Someone with the heart to serve people in a time of need Works well on a team, energetic, and looking for a fast-paced ever-changing daily schedule Passion for personal growth and learning Benefits: Paid Time Off Package Your Birthday off Each Calendar Year 5 Paid Mission Trip Days to be used in service to others. Safe Harbor 401K with up to 4% Company Match Health, Dental, Vision, Short Term Disability, Long Term Disability, and Voluntary Life Purpose: Restoring Lives. Repairing Property Vision: We aspire to bring happiness to our team members and their families, to be an inspiration in our communities, and to make a positive impact on every life we touch. Values: Everything Clean ALWAYS! Make it FUN! Serve with COMPASSION! Leave it BETTER than you found it! C323 - Whatever you do, work heartily, as for the Lord and not for men.
    $81k-140k yearly est. 60d+ ago
  • Financial Representative

    Country Financial 4.4company rating

    Investment Banker Job 25 miles from Alpharetta

    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
  • Private Client Banker - US 41 & Akers Mill - Atlanta, Ga

    144780-Payments_Us

    Investment Banker Job 25 miles from Alpharetta

    You have an obsession 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 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: *********************************************************************
    $32k-63k yearly est. 11d ago
  • Private Client Banker SB - Icon Buckhead

    260312-South Florida Region Admin

    Investment Banker Job 25 miles from Alpharetta

    You have an obsession 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'll 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. You've successfully collaborated with colleagues and worked as part of a team to achieve business results. As a Private Client Banker, 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'll manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You'll help acquire new clients by actively soliciting referrals and developing internal and external sources. Job Responsibilities Share the value of Chase Private Client with clients that may be eligible Actively manage their banking relationship through an advice-based approach, ensuring each client receives the best products, services for their needs Partner with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers), to connect customers to experts who can help them with specialized financial needs Make 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 Adhere 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 Minimum of one year Branch Banking Banker, or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating and maintaining customer relationship, 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 required 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 strongly preferred Experience cultivating relationships with affluent clients is strongly preferred 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: ****************************************************************
    $32k-63k yearly est. 60d+ ago
  • Private Client Banker - Georgia Northwest - Powder Springs and Macaland, Marietta, GA

    Candidate.Guru Inc. 3.2company rating

    Investment Banker Job 18 miles from Alpharetta

    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: **************************************************************************
    $31k-53k yearly est. 1d ago
  • Financial Representative

    Modern Woodmen of America 4.5company rating

    Investment Banker Job 29 miles from Alpharetta

    The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information. About you Entrepreneurial mindset Community oriented Communication skills Responsibilities Work with current or new members to provide them information about the financial services their families could utilize Networking with individuals throughout the community Continuously prospecting in order to secure appointments Participating in mentor-lead appointments Asking customers for favorable introductions Engaging in personal observation through the community Participating in fraternal activities Benefits and Perks Hands-on, extensive training program Medical, dental and vision Insurance paid for 401(k) retirement planning with company match Non-contributory pension plan Group term life insurance benefits Expense-paid trips, valuable prizes, and exciting incentives About Us Since 1883, we've been focused on securing futures with financial guidance and products. Our representatives provide financial products to help members protect their families and their futures. These sales help fund member benefits and social, educational, and volunteer programs that identify and meet local needs. These activities build relationships, allowing for membership growth and greater community impact. Our financial representatives are "hometown" professionals who manage their own branch offices and build a business to not only serve their clients, but their communities too. Modern Woodmen of America is an equal opportunity employer.
    $31k-41k yearly est. 16d ago
  • Equity Trader

    Earnest Partners 4.0company rating

    Investment Banker Job 25 miles from Alpharetta

    Headquartered in Atlanta, EARNEST Partners is an award-winning independent employee-owned asset management firm. EARNEST Partners manages over $30 billion in equities and fixed income assets for clients worldwide, including corporate pension plans, state and municipal retirement systems, foundations, and endowments. We also manage portfolios for high-net-worth individuals through the platforms of some of the largest broker dealers in the world. We believe the quality and experience of our team is an important competitive advantage. Do you thrive in a fast-paced environment? Are you eager to learn and grow in a highly intellectual and collaborative environment? If you answered yes, EARNEST Partners is interested in you! EARNEST Partners is seeking an energetic and talented individual to join our Trading team as an Equity Trader. The role will focus on Institutional portfolio trading across multiple disciplines, both domestic and international, Separately Managed Account (SMA) and Unified Managed Account (UMA) programs. This includes trading for new fundings, rebalancing contributions and withdrawals, liquidations, tax harvests, and the overall administration and oversight of our Institutional and Wrap portfolios and their underlying accounts. Core Responsibilities:Generate and execute trades within standard operating procedures, seeking best execution, and ensuring regulatory requirements are met.Audit accounts on a daily basis to maintain alignment with core representative models.Generate and maintain all trade related reporting functions.Monitor portfolios, trades and risk metrics.Recommend and support implementation and documentation of process changes to increase efficiency.Complete all other relevant tasks issued by senior traders. Qualifications:3 - 5 years of financial services experience, ideally in equity trading. A command of the public markets, ability to assess and evaluate market news and data, and ability to provide portfolio managers with ongoing and relevant information about market sentiment, trading environment, trading volume, price volatility, etc. High attention to detail. Risk awareness and strict attention to procedural adherence.Bachelors and/or advanced degree in Finance, Economic, Mathematics, Accounting, Computer Science, or related discipline.Ability to work in a high pressure, fast-paced environment.Demonstrated commitment to adhering to the highest standards of professional ethics. Hard working and eager to learn in a highly intellectual, collaborative environment. It's a plus if you have these skills:Advanced Microsoft Excel skills Proficiency in a programming language is a plus (eg Python, Java, C++, SQL, C#, Matlab, R, or VBA) Experience using Wrap Trading platforms such as APL, Envestnet, Fiserv, FolioDynamix, Lockwood Manager Workstation, Morgan Stanley, etc. The entrepreneurial nature of our team provides opportunities to have a real impact on the long-term direction of the firm. Please visit *********************** to learn more about our company.
    $96k-168k yearly est. 14d ago
  • 2026 Commercial and Investment Banking - Middle Market Banking & Specialized Industries - Summer Analyst

    Jpmorgan Chase 4.8company rating

    Investment Banker Job 25 miles from Alpharetta

    We want to introduce you to the many areas of direct client work across banking, treasury, and credit with client-facing work, as well as extensions of these functions through strategic project work and more. Our goal is to provide a robust, well-rounded experience for you to launch your career in the financial services industry! We will provide everything you need to be successful - from training and mentorship, to senior leader engagements, to projects that engage your current skills and help develop them further. Working here means joining a collaborative, supportive team. We want your diverse perspective to help us develop the next wave of products and solutions for our clients. As a Summer Analyst in the Middle Market Banking & Specialized Industries (MMBSI) Program, you will be introduced to client management, credit structuring, and cash management allowing you to develop the necessary skillset to become a successful Full-Time Analyst. The 9-week program will begin with a week of orientation and training, giving you foundational business knowledge you'll build upon throughout the summer. You will also have the opportunity to hear from and network with senior leaders and spend time with peers from programs across the bank at philanthropic and group events. Upon successful completion of the Summer Analyst program, you may receive an offer of full-time employment in our 2.5 year, full-time MMBSI Analyst Program. There are two program tracks to choose from within MMBSI. First, is our diversified experience track, which exposes you to a variety of teams and functions across the broader MMBSI business. Second, is our focused program experience track in our Capital & Advisory Solutions line of business, which streamlines your exposure to three dynamic teams. In both tracks, you will support our regional groups by working with MMBSI Bankers, Credit Officers, Treasury Officers and Product Partners who cover a variety of industries to provide a range of financing solutions and strategic advisory. **Job responsibilities** + Work on financial models to support financing transactions + Prepare marketing materials for use in client meetings (covering topics such as financing alternatives, working capital optimization, and industry analysis) + Learn how to identify treasury product solutions to benefit clients' long-term planning + Collaborate with deal teams regarding business development strategy, including the identification of potential prospects + Develop an understanding of the full breadth of J.P. Morgan products and service offerings + Conduct client and prospect research to support business development efforts **Required qualifications, capabilities, and skills** + Exceptional verbal and written communication skills + Excellent problem solving and critical thinking skills + Strong attention to detail + Ability to thrive in a fast-paced, collaborative work environment + Pursing a bachelor's degree with an expected graduation date of December 2026 - June 2027 **Preferred qualifications, capabilities, and skills** + Minimum cumulative GPA of 3.2 on a 4.0 scale + Coursework in business, finance, or accounting FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.) Please note that your performance in this program will be evaluated for the purpose of assessing a permanent full time offer post-graduation, a role that is likewise ineligible for employment-based immigration sponsorship. We will be filling our classes on a rolling basis. We strongly encourage you to submit your application as early as possible before job postings close. **Locations we hire for MMBSI - Diversified Track:** + Atlanta + Austin + Bloomfield Hills (Detroit Metro Area) + Boston + Charlotte + Chicago + Dallas + Denver + Houston + Indianapolis + Irvine + Los Angeles + Miami + Nashville + New York City + Philadelphia + San Francisco + Seattle + Washington D.C. **Locations we hire for MMBSI - Capital & Advisory Solutions Track:** + Atlanta + Chicago + Dallas + Houston + Los Angeles + New York City **About The Process:** To be considered, you must complete the following steps: + Complete this application including selection of city preference. Make sure your program and city preferences align as noted in the descriptions above. + If you meet the minimum criteria for the application, you will receive an invitation to complete a recorded HireVue interview. Please note applications will be reviewed on a rolling basis. We strongly encourage you to complete your HireVue video(s) within 1 week of receiving. Your application will not be considered for further review until you have completed your HireVue. + If selected, our team will reach out to you with final details. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. 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. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans **Base Pay/Salary** Irvine,CA $38.46 - $38.46 / hour; Denver,CO $38.46 - $38.46 / hour; Washington,DC $38.46 - $38.46 / hour; Seattle,WA $38.46 - $38.46 / hour; San Francisco,CA $38.46 - $38.46 / hour; New York,NY $38.46 - $38.46 / hour; Chicago,IL $38.46 - $38.46 / hour; Los Angeles,CA $38.46 - $38.46 / hour
    $38.5-38.5 hourly 39d ago
  • Private Client Banker - Peachtree Blvd and Johnson Ferry - Atlanta, GA

    241387-Comp & Ben Admin Prof Fees

    Investment Banker Job 25 miles from Alpharetta

    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: **************************************************************************
    $32k-63k yearly est. 12d ago
  • Private Client Banker - Killian Hill - Lilburn, GA

    144780-Payments_Us

    Investment Banker Job 17 miles from Alpharetta

    You have an obsession 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'll 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. You've successfully collaborated with colleagues and worked as part of a team to achieve business results. As a Private Client Banker, 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'll manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You'll help acquire new clients by actively soliciting referrals and developing internal and external sources. Job Responsibilities Share the value of Chase Private Client with clients that may be eligible Actively manage their banking relationship through an advice-based approach, ensuring each client receives the best products, services for their needs Partner with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers), to connect customers to experts who can help them with specialized financial needs Make 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 Adhere 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 Minimum of one year Branch Banking Banker, or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating and maintaining customer relationship, 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 required 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 strongly preferred Experience cultivating relationships with affluent clients is strongly preferred 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: ****************************************************************
    $32k-64k yearly est. 12d ago
  • Financial Representative

    Modern Woodmen of America 4.5company rating

    Investment Banker Job 11 miles from Alpharetta

    The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information. About you Entrepreneurial mindset Community oriented Communication skills Responsibilities Work with current or new members to provide them information about the financial services their families could utilize Networking with individuals throughout the community Continuously prospecting in order to secure appointments Participating in mentor-lead appointments Asking customers for favorable introductions Engaging in personal observation through the community Participating in fraternal activities Benefits and Perks Hands-on, extensive training program Medical, dental and vision Insurance paid for 401(k) retirement planning with company match Non-contributory pension plan Group term life insurance benefits Expense-paid trips, valuable prizes, and exciting incentives About Us Since 1883, we've been focused on securing futures with financial guidance and products. Our representatives provide financial products to help members protect their families and their futures. These sales help fund member benefits and social, educational, and volunteer programs that identify and meet local needs. These activities build relationships, allowing for membership growth and greater community impact. Our financial representatives are "hometown" professionals who manage their own branch offices and build a business to not only serve their clients, but their communities too. Modern Woodmen of America is an equal opportunity employer.
    $31k-41k yearly est. 16d ago
  • Private Client Banker - Hwy 20 & Tribble (New Build) - Cumming, Ga

    Jpmorgan Chase & Co 4.8company rating

    Investment Banker Job 11 miles from Alpharetta

    JobID: 210590064 JobSchedule: Full time JobShift: : 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: **************************************************************************
    $44k-93k yearly est. 26d ago

Learn More About Investment Banker Jobs

How much does an Investment Banker earn in Alpharetta, GA?

The average investment banker in Alpharetta, GA earns between $82,000 and $279,000 annually. This compares to the national average investment banker range of $95,000 to $276,000.

Average Investment Banker Salary In Alpharetta, GA

$151,000
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