- Initiate, participate and prepare for client meetings with assigned Relationship Manager(s) and Portfolio Manager(s). Engage in meeting follow-up.
- Document client requests and completion of activities in customer relationship management and portfolio accounting systems.
- Engage in ongoing, proactive communications with client and other professionals unique to the relationship.
- Maintain a high level of understanding of current investment topics, tax law updates, qualified plan contribution limits and general economic developments.
- Meet with assigned Relationship Manager(s) on an ongoing basis to review status of outstanding tasks and calendar of upcoming events. Spearhead the effort to increase formal client contacts throughout the year.
- Leverage internal and external resources in conjunction with the assigned Relationship Manager(s) to achieve client objectives.
Qualifications:
- Bachelor’s Degree (advanced degree preferred)
- Minimum of 3 years of relevant professional experience
- Transferable experience in Banking, Law, Insurance, Sales, Marketing, Consulting or Finance is preferred
- Must have Series 65 or Series 7 license/certification. In addition, progress towards Certified Financial Planner ® designation is desirable.
David Vaughan Investments, LLC
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Model Recruiters for Fashion and Talent Agency
Job Description
A top-tier modeling agency is now hiring motivated Model Recruiters to scout new talent and connect with aspiring models in the Atlanta market and beyond. This is a remote-friendly, commission-based opportunity ideal for self-starters who are passionate about fashion, talent development, and building strong networks in the entertainment industry. If you’re looking for flexibility and income potential while expanding your footprint in the modeling world, this role is for you.
Job Responsibilities
- Identify and recruit potential modeling talent through online platforms and personal networks
- Build and maintain a pipeline of qualified candidates for agency representation
- Conduct initial outreach and guide talent through the application process
- Attend weekly calls and monthly virtual meetings for team updates and support
- Stay informed on trends in the modeling and entertainment industries
Requirements
- Must be 18 or older
- Familiarity with the fashion or modeling industry preferred
- Self-driven, organized, and results-oriented
- Smartphone and/or computer required for daily communication
- Able to work independently with minimal supervision
Compensation
- Commission-based pay structure with unlimited earning potential
- 90% remote flexibility
- Access to an established network within the Atlanta modeling market
- Ongoing mentorship and brand-building opportunities
Are you ready to get discovered?