3 jobs found in georgia

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Feb 04, 2025
Full time
Faith-Based Strategies Sales Consultant
JC Trident, Inc. Remote (Atlanta, GA, USA)
This is a more focused position that is geared towards expanding the company's reach into the faith-based investment community. The hiring firm has strategies within this space that have a track record of over 20-years. This hire will spearhead the push into this space.   You will be proactively reaching out to firms (specifically RIA's) and teams that are really dialed in on faith-based investing including going to conferences. Ultimately, you are the subject matter expert that will support the external wholesalers when this investment strategy comes up with their advisors. This is an incredibly dynamic role in that there is a HUGE opportunity to take on a variety of responsibilities and grow within the organization.   Compensation will include a base salary around $70k with variable comp allowing you to bring your total comp north of $100k. Being successful in this role would allow you to...
Apr 24, 2025
Regional Wholesaler
National Christian Financial Advisors Atlanta, GA, USA
Business Description NCFA’s US Independent Wealth Advisory business manages the firm’s relationships with US retail investors and financial advisors.  Representing a full suite of strategies – from SDBA, non-proprietary ETFs and mutual funds to SMAs and sub-advisory relationships – USIWA’s mandate is to deliver NCFA & Cyborg-Advisors to advisors, retail, business owners and institutions.   Role Description NCFA Leaders in US Independent Wealth Advisory are responsible for accelerating the growth of NCFA & Cyborg-Advisors. They will deliver deep ETF expertise to advisors, collaborating with other sales professionals to develop advisor relationships and drive NCFA & Cyborg-Advisors results within a given channel and geography. The scope of their role will include 3 core elements: (1) Promote our On-Plan Money Management program to RIAs & Independent Planners, (2) Promote Cyborg-Advisors RIAs & Independent Planners (3) Broadly educate advisors...
Feb 27, 2025
Account Executive (Non-QM Wholesaler)
American Heritage Lending Remote (Atlanta, GA, USA)
  Wholesale Mortgage Account Executive   American Heritage Lending, LLC    Established in 2008, the company was founded to be a company set apart from an already impacted market. Licensed in multiple states across the US, the premise of our company evolved into the pinnacle for our success - creating a caring experience for the families we service across the nation.    Position Overview:   The account Executive (Non-QM Wholesaler) will have a great personality, team player, and customer service attitude. AE is required to build and maintain strong relationships with mortgage brokers.    Essential Duties & Responsibilities include:   Strong sales skills and knowledge of the mortgage lending business. Help new brokers with American Heritage Lending, LLC (AHL). Educate mortgage brokers with loan products, pricing, point of contact, and be the one who communicates with prospective/existing brokers Speak and correspond with accounts on a daily...