- Santander Holdings USA Inc (Buzzards Bay, MA)
- Financial Advisor , Falmouth, MA Country: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services ... We Want to Talk to You! The Difference You Make: The Financial Advisor is responsible for identifying needs, understanding client objectives, and making appropriate … more
- Northwestern Mutual (Jamison, PA)
- …their goals through financial planning. On your path to becoming a financial advisor , you start as a financial representative focused on client-building and ... Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity...on: Planning Experience *Asset & Income Protection *Education Funding * Investment & Advisory Services *Trust Services *Retirement Solutions *Business… more
- SHELL FEDERAL CREDIT UNION (Pasadena, TX)
- …Shift Hours: Monday - Friday : 9:00 AM - 5:00 pm A Financial Advisor with Shell Wealth Services shapes our community and members' financial futures for each ... existing account-level information, such as liquidity needs, risk tolerance, investment timeframe, for suitability purposes. Offer fact-based price quotes for… more
- Cetera Financial Group, Inc. (Minnetonka, MN)
- …supports Financial Advisors (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience. ... This person works directly with the Registered Representative (s) to prepare and process client paperwork, perform client financial transactions, maintain client… more
- New York Life- Junyang Zhao (New York, NY)
- …Estate Planning Who we're looking for. Life / Health Licensed Agents Registered Reps Investment Advisor Reps What New York Life offers. New York Life will ... Life? We are looking for an experienced life insurance agent, wealth advisor , or registered representative to join our team. If you're ready to take your… more
- Raymond James Financial, Inc. (Coral Gables, FL)
- …to identify client goals and tolerances. Assists with developing individualized client investment strategy for Financial Advisor . Responds to inquiries from ... Job Description Summary Participate in developing investment recommendations for portfolio manages relating to existing and potential investments, through developing… more
- Voya Financial Advisors (Dallas, TX)
- …This position will be responsible for 403(b)/457 enrollment, retirement and investment strategies, and participant education and seminars. Qualified candidates must ... prospect, schedule and conduct one on one appointments, recommend and implement investment strategies, and research client service issues and investment … more
- CBIZ, Inc. (New York, NY)
- CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in ... of the individual selected for this position. The compensation above is not representative of an employee's total compensation. Beyond income, should you become a… more
- Empire Growth Partners (Duluth, GA)
- About the job Financial Representative - Duluth, GA Financial Representative As business owners, Financial Representatives at Northwestern Mutual - Duluth help ... - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement...Retirement Solutions - Business Needs Analysis As a Financial Representative , you have the opportunity to: Build -Work to… more
- Tailored Management (Austin, TX)
- Position Title: Customer Service Representative Work Locations: Austin, TX | Phoenix, AZ (Remote within these cities is allowed) Work Arrangement: Hybrid - On-site ... Our Opportunity Retirement Business Services (Bank) is a division of Schwab Advisor Services, offering trust, custody, trading, and technical services through the… more
- Ted Todd Insurance (Estero, FL)
- …starting salary. Financial Investment - Access to a 401(k) and Financial Advisor . Career Development - We want to invest in your development so you can ... at TTI, we exist to make a difference in the insurance world. Sales Development Representative role is part time from 8:30am - 12:30pm M-F A typical day will… more
- Cetera Financial Group, Inc. (Omaha, NE)
- …their business. NFG is currently seeking to add an experienced Field Sales Representative (Internal Wholesaler) to our growing Life and Annuities team. In this role ... advisors and financial institutions. Cetera is an independent financial advisor network and a leading provider of retail services...and a leading provider of retail services to the investment programs of banks and credit unions. Through its… more
- Ecruit (Fort Worth, TX)
- …Service Representative -Collections Agent-Brand Ambassador-Inside/Outside Sales-Sales Advisor -Telecommunications-Business Development Representative Best ... - United StatesTexasFort Worth Job Type Permanent Posted 14 July 2025 Inside Sales Representative - OTE $84K-$120K+ - Fort Worth, TX KingShield Sales is looking for… more
- Ecruit (Oklahoma City, OK)
- …Service Representative -Collections Agent-Brand Ambassador-Inside/Outside Sales-Sales Advisor -Telecommunications-Business Development Representative Best ... - United StatesOklahomaOklahoma City Job Type Permanent Posted 11 July 2025 Inside Sales Representative - Oklahoma City, OK | Full Training & No Commission Cap The… more
- Northwestern Mutual (Farmingdale, NJ)
- …eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you ... work pays off! Responsibilities Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect and network to… more
- CBIZ, Inc. (Boston, MA)
- CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in ... focused on meeting all client timelines Develop and maintain strong client/ investment company owner relationships Ability to collaborate with other service lines,… more
- NYL - Matthews (Charlotte, NC)
- …specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer ... life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds1 through our broker-dealer arm, NYLIFE… more
- Santander Bank (Reading, PA)
- …You Make: As a Relationship Banker you serve as a trusted advisor to customers, focusing on building strong, long-lasting relationships by understanding their ... role involves providing tailored solutions for banking, lending and investment products while delivering exceptional customer service. Relationship Bankers… more
- North Shore Bank (Union Grove, WI)
- …needs, recommending solutions and asking for the business, etc. *Provides qualified investment referrals to the appropriate branch personnel. *Sells credit life and ... potential tax implications of financial decisions and refers customer to tax advisor when appropriate. Operations *Opens and closes the branch. *Opens new accounts… more
- Atria Wealth Solutions (Vancouver, WA)
- …Credit Union, in partnership with CUSO Financial Services, LP (CFS), is seeking an Investment Advisor Representative to provide investment services for ... Financial Services, LP, (Member FINRA/SIPC). CFS is a broker-dealer and Registered Investment Advisor with a stable track record of serving the investment … more
