- NBT Bank (West Hartford, CT)
- …Unique Job Characteristics and Requirements: FINRA Series 7, Series 63 and life insurance license or a Registered Investment Advisor (RIA) Tasks Performed: + ... $52,000 - $520,000. Interviews and profiles customers/prospects to determine investment and insurance needs, recommends appropriate products/solutions with a focus… more
- Atria Wealth Solutions (Pensacola, FL)
- Investment Advisor Pensacola, FL, United States and 3 more *PLEASE NOTE: NAVY FEDERAL FINANCIAL SERVICES IS THE EMPLOYER FOR THIS JOB. IF YOU ARE INTERESTED IN ... 63/65 or 66 registration required. Life & Health Insurance License preferred (or the ability to obtain within 90...FEDERAL FINANCIAL SERVICES BY CLICKING THE FOLLOWING LINK - Investment Advisor - Navy Federal Careers (oraclecloud.com)… more
- PNC (Phoenix, AZ)
- …have an opportunity to contribute to the company's success. As a Senior Investment Advisor within PNC's Institutional Asset Management organization, you will be ... Asset Management Market Leader, you will deliver OCIO (Outsourced Chief Investment Officer) solutions to non-profit organizations, defined benefit pension plans, and… more
- PNC (Baltimore, MD)
- …and have an opportunity to contribute to the company's success. As an Investment Advisor II within PNC's Institutional Asset Management organization, you will ... Asset Management Market Leader, you will deliver OCIO (Outsourced Chief Investment Officer) solutions to non-profit organizations, defined benefit pension plans, and… more
- Atria Wealth Solutions (Marion, IN)
- …CUSO Financial Services, LP (CFS). Member FINRA/SIPC. CFS is a broker/dealer and Registered Investment Advisor with a stable track record of serving the ... (or better) + Life and Health Insurance licenses + License in long term care and P & C...www.cusonet.com. CFS (Member FINRA/SIPC) is a broker-dealer and Registered Investment Advisor with a stable track record… more
- Atria Wealth Solutions (Reston, VA)
- Financial Advisor I - Reston Reston, VA, United States (Hybrid) *PLEASE NOTE: NAVY FEDERAL FINANCIAL SERVICES IS THE EMPLOYER FOR THIS JOB. IF YOU ARE INTERESTED IN ... and growth of NFFG products and services. Recommends appropriate mixture(s) of insurance/ investment products and services to achieve the financial client's goals as… more
- Truist (Houston, TX)
- …the following job description:** The International Wealth Management (IWM) Wealth Advisor 3 serves the Non-Resident/Foreign Nationals client segment including PEPs, ... a portfolio of approximately 25-50 clients. A IWM Wealth Advisor 3 develops and maintains a portfolio of important...financial solutions through the combination of needs anticipation, sound investment management and a broad offering of banking and… more
- Atria Wealth Solutions (League City, TX)
- …CUSO Financial Services, LP (CFS). Member FINRA/SIPC. CFS is a broker/dealer and Registered Investment Advisor with a stable track record of serving the ... about CFS, please visit www.cusonet.com. CFS (Member FINRA/SIPC) is a broker-dealer and Registered Investment Advisor with a stable track record of serving the … more
- BECU (Bothell, WA)
- …assigned by management, and when needed, refer prospective clients to BECU Investment Services Advisor for comprehensive support. + **Service Enhancement and ... here . **IMPACT YOU'LL MAKE:** As an Associate Financial Advisor at BECU, you will play a pivotal role...you will play a pivotal role in providing personalized investment services and recommendations to our member clients. Your… more
- JPMorgan Chase (Oak Park, IL)
- …are offered through JP Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made available ... strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting...to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive… more
- City National Bank (Las Vegas, NV)
- **FINANCIAL ADVISOR SENIOR** **WHAT IS THE OPPORTUNITY?** The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for assigned ... existing clients. + Profile with specific emphasis on discovering investment related needs and solutions in collaboration with PBB...and 63 and 65 or 66 + California Insurance License **Skills and Knowledge** + The SFA shows demonstrated… more
- Commerce Bank (St. Louis, MO)
- …resources to grow into the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come easy. And after more ... management services including financial planning, estate and tax planning, investment management, private banking and trust administration services. Our approach… more
- JPMorgan Chase (Upper Arlington, OH)
- …are offered through JP Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made available ... strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting...to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive… more
- JPMorgan Chase (Columbus, OH)
- …best investment solutions to meet their financial needs. As a Private Client Investment Advisor Team Lead in JP Morgan Wealth Management, you will support ... valid and active Series 7 and Series 66 (63/65) license in addition to meeting the FINRA continuing education...JP Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC.… more
- Atria Wealth Solutions (San Jose, CA)
- …is growing its Investment Team! We are a looking for a Financial Advisor Associate (FAA) to provide retirement and investment services for our members to ... CUSO Financial Services, LP (CFS) is seeking a Financial Advisor Associate to join its growing team providing retirement...Associate to join its growing team providing retirement and investment services to its member base in San Jose… more
- Edward Jones (Northfield, MN)
- …visible members of the client team, working under the leadership of a financial advisor . You thrive in an inclusive team environment, are a continuous learner, have ... an impact to change lives. You and your financial advisor will complement each other to create capacity and...solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriate + Resiliency… more
- US Bank (Topeka, KS)
- …discover what you excel at-all from Day One. **Job Description** The Wealth Management Advisor (WMA) position is the investment planning and investment and ... delivery of strategies and capabilities including portfolio management, trust administration, investment advisory and insurance. WMAs partner with the team to assist… more
- US Bank (Phoenix, AZ)
- …you to grow your practice and build a rewarding career. The Wealth Management Advisor position is the investment , investment planning, and insurance products ... positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience. With a collaborative team… more
- Wells Fargo (Alhambra, CA)
- **About this role:** Wells Fargo is seeking a Financial Advisor in Wealth and Investment Management as part of Wells Fargo Advisors. Working as a Financial ... Advisor in the affluent partnership, you will be working...to collect financial information, conduct the needed discovery, assess investment needs and evaluate client's overall financial needs +… more
- Santander US (New York, NY)
- Financial Advisor - Centralized, NY, NY New York, United States of America The Financial Advisor - Centralized is responsible for identifying needs, ... understanding client objectives, and making appropriate investment /insurance recommendations consistent with compliance standards to achieve sales results and… more