- Bank OZK (Atlanta, GA)
- …+ Knowledge of a broad range of personal financial planning/advisory and investment management/asset allocation concepts. + Knowledge of retail credit and ... or nonprofit industry, required. + 7+ years of work experience in self-sourcing investment management assets in a banking, broker -dealer or registered … more
- Valvoline Global (Cincinnati, OH)
- …for the Valvoline family of products including Private Label Brands. + Implement retail & wholesale sales strategies to attain growth targets outlined in ... direct store locations & distribution centers. + Utilize dedicated Broker Team for WD to best service and manage...retail / promotions experience. + Demonstrated experience delivering sales growth and meeting planned goals. + Working knowledge… more
- Sands Investment Group (Austin, TX)
- …applications for a highly-selective Broker Role in our QSR (Restaurant) focused Investment Sales Team in Austin, Texas. Individuals will be joining one of ... the highest performing investment sales teams in Texas, while prior...per week, as determined by Managing Director or Senior Broker Oversee all cycles of your Deal Pipeline. Including… more
- Sands Investment Group (Mount Pleasant, SC)
- …Brokers will gain the foundational skills necessary to become successful Commercial Real Estate Investment Sales Brokers. The Junior Broker role is heavily ... Sands Investment Group (SIG), America's Fastest Growing Investment Sales Company, is officially accepting applications...type, CAP rate, and price Assist with Proposals or Broker Opinion of Value (BOVs) and pull comps on… more
- Sands Investment Group (Los Angeles, CA)
- …will gain the foundational skills necessary to becoming successful Commercial Real Estate Investment Sales Brokers. The Program is heavily focused on developing ... well? Are you passionate about Commercial Real Estate and/or Investment Sales ? Do you have your Real...retail , office and industrial transactions is unparalleled. Sands Investment Group has offices in Santa Monica, CA, Charleston,… more
- Sands Investment Group (Charlotte, NC)
- …real estate brokerage firm that specializes in the buying and selling of Investment Sales properties for private investors and institutions across the United ... Sands Investment Group (SIG), one of the nation's fastest...sub-product type specialization, the firm's experience in net lease, retail , office, industrial, multi-tenant, self storage and shopping center… more
- T. Rowe Price (Baltimore, MD)
- …+ Experience with the US investment distribution landscape including Broker /Dealers, Registered Investments Advisors, Banks, and Retail Platforms + Strong ... unit and will report to the Head of Alternative Investment Specialists for Broker /Dealer + This role...or the MidAtlantic region. + Responsibilities include: + Drive sales of Alternative Investment strategies with targeted… more
- Foresters Financial Services (Silver Spring, MD)
- …GroupCetera Financial Group(R) ("Cetera") is a leading network of independent retail broker -dealers empowering the delivery of objective financial advice ... of advisors, as well as a leading provider of retail services to the investment programs of...and institutions-based advisors the benefits of a large, established broker -dealer and registered investment adviser, while serving… more
- Foresters Financial Services (Indianapolis, IN)
- …Group: Cetera Financial Group(R) ("Cetera") is a leading network of independent retail broker -dealers empowering the delivery of objective financial advice to ... of advisors, as well as a leading provider of retail services to the investment programs of...and institutions-based advisors the benefits of a large, established broker -dealer and registered investment adviser, while serving… more
- T. Rowe Price (Baltimore, MD)
- …USI Wealth with a dotted line to the lead ETF subject matter expert on the ETF Investment Team. The ETF Sales Specialist will support a sales strategy to ... distribution and working with financial advisors across different segments including Broker /Dealers, Registered Investments Advisors, Banks, and Retail Platforms… more
- Charles Schwab (Westlake, TX)
- …Charles Schwab is looking for a Director, Legal Counsel to support multiple retail -focused broker -dealer and investment adviser business units and work ... of a small team supporting Schwab's broker -dealer and investment advisory products, services, and sales channels for Schwab's retail business. You will… more
- Access Dubuque (Dubuque, IA)
- …LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) + $224 billion3 ( retail investment client assets held or managed) 1 Ranking for ... has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to...LLC** **(NMIS)** ( Investment Brokerage Services), a registered investment adviser, broker -dealer, and member of FINRA… more
- Aegon Asset Management (Denver, CO)
- Job Family Sales Support / Operations About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We ... of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them.… more
- Equitable (Charlotte, NC)
- …-dealers, banks, independent financial planners, and Equitable Advisors, the company's retail distribution organization. The sales team is responsible for ... role is dedicated to the distribution of the 1290 retail mutual fund products issued by Equitable to professional...communication capabilities + Understands the unique needs of proprietary sales force, outside broker dealers, and financial… more
- Guardian Life (New York, NY)
- …impacting Guardian's retail wealth management business, including its affiliated broker -dealer and investment adviser entities. + Assist with the Firm's ... familiarity of state insurance laws (inclusive of NAIC). + 3-5 years of broker -dealer and registered investment advisor compliance experience, experience at an… more
- BlackRock (Atlanta, GA)
- …drive sales through multiple channels, including RIAs, Wirehouses and Independent Broker Dealers. The Market Sales Partner will deliver expertise to ... BlackRock's US Wealth Advisory business manages the firm's relationships with US retail investors and financial advisors. Representing a full suite of strategies… more
- TD Bank (Springfield, MA)
- …with retail and small business banking clients + Consultative sales experience required + Ability to establish relationships and partner effectively with ... term financial goals, educate and advise prospects and clients regarding investment and insurance strategies and products, and recommend personalized/tailored … more
- San Francisco Federal Credit Union (San Francisco, CA)
- …of achieving sales goals. Minimum 3 - 5 years of investment sales experience (financial institution experience preferred). High school diploma required; ... Federal Credit Union, you'll be the trusted face of investment and insurance solutions within our branches-helping members make...of our members' lives. This is more than a sales role - it's a mission-driven opportunity to help… more
- Truist (Richmond, VA)
- …Perform supervisory functions that are routinely associated with those of a retail broker /dealer. **Essential Duties and Responsibilities** Following is a ... + Life/Health and Variable Insurance Licensing + 5 or more years related retail brokerage and/or investment advisory experience with an emphasis in… more
- Colgate-Palmolive (Rosemont, IL)
- …+ Build and nurture partnerships across direct reports, cross-functional teams, and broker retail teams-fostering a culture of trust and integrity. + ... for **Albertsons** , you will be responsible for achieving sales goals, including volume, pricing, spend, and retail...a solid understanding of the customer's GTM, division-level selling, broker team management, and P&L management. _** This is… more
